How do I monitor my portfolio?
In Property Sourcing, open the private/agency filter and select your company as the agency to see which of your agency's listings appear on CASAFARI, then set an alert to follow updates daily. If your portfolio is only part of your agency's, save your properties as favourites in their own folder.
There are two ways to monitor your portfolio. Which one you use depends on whether you follow your whole agency’s portfolio or only your own properties.
Monitor your agency’s whole portfolio
- Log in to your CASAFARI account at https://www.casafari.com/login.
- Go to the Property Sourcing tool.
- Open the private/agency filter and select your company as the agency.
- Review the results to see how many and which of your agency’s properties are listed on CASAFARI.
- To track updates to your portfolio every day, click the bell icon next to the search bar.
- Enter a title for the alert, for example “My portfolio”.
- Click Set an alert.
Monitor only your own properties
If your portfolio is only part of your agency’s portfolio:
- In Property Sourcing, search for each of your properties by its reference.
- Save each property as a favourite in a separate folder for your portfolio.
You can then open that folder whenever you want to check your properties.
Good to know
- If one of your agency’s listings is missing from CASAFARI, email support@casafari.com and ask the support team to add it.
- Review your portfolio regularly to keep track of property statuses and market changes.
- For any other help, email support@casafari.com or go to Help Center > Contact Us inside the platform.
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