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How to add an asset

Adding an asset is one of the first steps when setting up your portfolio in STRATAFOLIO. Assets represent your major

Add a New Property or Building

When you manage your portfolio in STRATAFOLIO, you may need to set up a new building. It’s important to understand

How to Use the STRATAFOLIO Lease Index

It is important for property managers to have easy and customizable access to the exact lease information they need. To

How to Delete Contact Records-kb

In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to

How to Add and Update Valuations in STRATAFOLIO

Do you have a property that was recently appraised, or you want to update the valuation? In STRATAFOLIO, you can

How to Mark an Asset as Sold in STRATAFOLIO

When a property or organization changes ownership or is deactivated, STRATAFOLIO helps you manage this transition seamlessly while maintaining data

How to Run a Rent Roll

Easily see a Rent Roll for the whole organization, a specific entity, asset, or month. There are different options for