Most clients own more than just their primary residence. When you capture the rentals, second homes, and investment properties, BrokerPlus computes portfolio equity - which is often the number that unlocks the bigger deal.
Property Types You Can Add
- Rental
- Second Home
- Other (cottage, vacant land, etc.)
How To Add A Property
- Open the client's Equity tab.
- Scroll to Additional Properties.
- Click + Add Property.
- Enter:
- Street Address and unit/suite (if applicable)
- Province
- Property Type (Rental / Second Home / Other)
- Save.
We'll auto-lookup the value, equity, and HELOC room based on the address (using the same AVM blend that powers the subject property).
What You Get Per Added Property
Once added, each property shows:
- Estimated value (same AVM blend).
- Mortgage owed (if a mortgage is on file - you can add this).
- Equity (value minus owed).
- HELOC room (the lesser of 65% of the value, or 80% of the value minus the mortgage balance). This always shows on the card - it reads N/A when there's no room left or no value is known yet.
How They Roll Up
Adding properties increases the portfolio equity total. That total surfaces on:
- The refinance and renewals lists.
- The equity report.
- The consolidation report.
See Portfolio Equity for how the rollup works.
The Client's Other Deals Show Up Automatically
If the same client has other active deals (matched by email), each of those properties appears here automatically as a read-only Existing deal card - so you see the client's whole property picture without re-entering anything.
These cards:
- Are marked Existing deal with a link icon, to set them apart from properties you add manually.
- Show the same value, balance, equity, and HELOC room as a manual property (when the deal has a value on file).
- Roll into portfolio equity alongside the properties you add.
- Can't be edited or deleted here - the deal itself owns that data. Use the open-arrow icon to jump straight to that deal's profile.
Turning A Property Into Its Own Deal
Spot HELOC room or a refinance angle on an additional property? Each saved property card has an icon between the edit and delete buttons:
- Person-plus icon (Pull into new deal) - shows when no deal exists at that address. Clicking it opens the Add Client form, prefilled with the client's name and email, the property's address, city, and province, the mortgage balance, the rate if known, and any value you entered manually. The form defaults to the Closed tab - fill in maturity, term, lender, and product, then create the deal.
- Open arrow (Open the deal for this property) - shows when a deal already exists at that address. Clicking it jumps straight to that deal's profile.
Editing Or Removing A Property
Each property row has edit and delete buttons. Edit to update address or mortgage details. Delete to remove a property entirely (e.g., they sold it).
When To Add Vs Skip
- Always add if the client is positioning for a debt consolidation refinance or large HELOC. Portfolio equity is the whole pitch.
- Skip for now if you're sending a quick renewal-only outreach - you can add later.
What To Do Next
- See how the rollup is presented: Portfolio Equity.
- Add their debts too if you're pitching consolidation: Adding Client Debts.
- Send the equity report so they can see it: The Equity Report.