Exporting Data for Accountants and Lenders

Platform Tutorials · 4 min read

Generate CSV exports and lender packs with portfolio summaries and property breakdowns.

Overview

This feature helps you manage your portfolio efficiently. Access it from the main navigation and follow the on-screen instructions to get started.

Key Features

Intuitive interface designed for property investors
Real-time data synchronization across devices
Comprehensive reporting and analytics
Secure cloud storage and backup

Best Practices

Keep your data up to date for accurate reporting
Review settings regularly to ensure optimal configuration
Take advantage of automated features to save time
Export data regularly for backup purposes

Need Help?

For detailed walkthroughs and video tutorials, visit our support center or contact us directly through the in-app chat feature.