Adding Additional Properties To A Client

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

1. Open the client's Equity tab.
2. Scroll to Additional Properties.
3. Click + Add Property.
4. Enter:
   • Street Address and unit/suite (if applicable)
   • Province
   • Property Type (Rental / Second Home / Other)
5. Save.

We'll auto-lookup the value, equity, and HELOC available 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 available (estimate based on equity and LTV cap).

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.

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.