Overview
DoorLoop makes it effortless to link your properties with Portfolios, providing property managers who take growth seriously with a faster and more innovative way to stay organized. You can easily sort by Portfolio across reports and your dashboard, helping you quickly surface the insights that matter most. It’s surprisingly simple to group your properties any way you want, whether you’re managing across multiple LLCs or different ownership structures. By setting up Portfolios now, you’ll save time and avoid future headaches—another way DoorLoop helps you run your business, not just collect rent.
Note: Portfolios are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
Tip: If you operate multiple LLCs to hold different groups of properties, DoorLoop’s portfolio structure can help you manage this effectively. You can create a separate portfolio for each LLC, allowing you to keep the properties, bank accounts, and financial records for each legal entity fully separated within the system. This makes it much easier to maintain proper accounting, comply with legal and tax requirements, and avoid inadvertently mixing funds between LLCs. Using portfolios in this way ensures that each LLC is treated as its own distinct entity within DoorLoop, which supports better compliance, clearer financial tracking, and easier reporting.
The Steps
Create a New Portfolio
To create a new portfolio, click Settings, on the main menu and then click Portfolios under Related Lists.
Type in a Tag Name for your new portfolio. If you've previously added portfolios, you'll need to click the + Add Line Item link first.
Use the Properties dropdown menu to select the properties you would like to include in this portfolio. Keep clicking on the menu to add additional properties.
Once you have added all your desired properties to this portfolio, click on the green checkmark to save. This portfolio is now available for use for reporting and filtering throughout DoorLoop.
To add another portfolio, click on + Add Line Item link again and repeat the steps above.
When you are done creating portfolios, click the X icon in the upper right corner of the Portfolios window to exit these settings.
Well done! Now you can organize and view your properties with ease.
Tip: Portfolios are a good way to organize different properties for multiple owners so you can easily view information for those specific owners. Note that you need to also add these owners to the properties that they own.
Next Steps