ORGANIZE YOUR PORTFOLIO

Find the right property in your portfolio, fast.

As your portfolio grows, a well-organized list helps you find properties and track their progress. My Estate Map brings search, statuses and property files together in a list linked to the map.

The My Estate Map property list with New York addresses, owner names and statuses

Your first 3 properties are free, on iPhone and iPad.

IN PRACTICE

How do you organize your real estate property list?

01

Search a property

Use its address or the owner’s name to find its file.

02

Filter by status

See your properties by sales stage.

03

Back to the map

Locate the selected property whenever you need it.

STRUCTURE YOUR FOLLOW-UP

Keep your information easy to find.

Enter a precise address, the owner’s contact details and useful notes for each property. You can then find its file by address or owner name, even if you don’t remember exactly where it sits on the map.

Keep the status up to date: prospect, in preparation, for sale, under contract, sold or off market. Filters let you focus the list on the properties that matter right now. The type of listing agreement stays separate from the sales status.

Archive the properties you no longer actively follow to keep your list readable. Find your active files and their details quickly before each showing.

A well-kept list also helps you follow up with owners: filter your prospects, open their files and reread your latest notes before you reach out. You know right away where you left off with each one.

KEY POINTS

  • Search by address or owner
  • Sales status separate from listing agreement
  • Notes and contact details in every file
  • Archive the properties you no longer follow

GOOD TO KNOW

Three habits for an always up-to-date portfolio.

A complete file from the first contact

Record the exact address, the owner and the context from your very first conversation. A complete file saves you from digging through your messages later.

A status updated at every stage

Move the property from prospect to for sale, then under contract. Filters then show you instantly which properties need action.

A list you trim regularly

Archive sold properties or the ones you no longer follow. Your list stays short and readable.

STEP BY STEP

Keep your portfolio current, one appointment at a time.

01Enter

Add the address and the owner.

02Classify

Choose the right status.

03Update

Add notes after the showing.

04Find

Use search or filters.

YOUR QUESTIONS

Property list FAQ.

Your first 3 properties are free, on iPhone and iPad.

The status shows where the property is in your follow-up, for example for sale or under contract. The listing agreement describes your arrangement with the owner, for example exclusive or open.

My Estate Map app icon

START WITH 3 FREE PROPERTIES

Your portfolio, with you in the field.

Add up to 3 properties for free, then see them on the map.

A New York property selected on the My Estate Map map