How to use reports to get a current portfolio summary to share with lenders

Modified on Tue, 26 Mar 2024 at 12:22 PM

This report can be provided to the bank showing a summary of the current position around voids, tenancies, current rent, and current rent arrears.   


Step 1 Go to reports>units>current portfolio summary to share with lenders

      

Run in excel and filter out unnecessary columns


           

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