Choose the decision first
A portfolio groups relevant property records around an objective. A Snapshot is a separately purchased assessment using the selected scope and evidence. Creating a portfolio does not automatically purchase or generate a Snapshot.
- Acquire: assess suitability, purchase goals, evidence gaps, due-diligence actions and potential post-purchase work.
- Entitle: assess a proposal's approvals, constraints, stakeholder information and selected feedback.
- Improve: assess proposed improvements, dependencies, evidence gaps and priorities.
- Operate: assess ongoing operational needs, maintenance and relevant property risks.
- Sell: assess sale preparation, disclosure information and unresolved questions.
1. Create the portfolio
Choose Create portfolio, enter a recognizable title and select the objective. Add the property records you are authorized to use. Confirm that the portfolio's own visibility matches your intention.
A portfolio and its Snapshot have separate publication controls. A public portfolio does not automatically make every property, document or private report public.
2. Prepare the assessment inputs
Link the relevant projects and evidence. Check file readiness, dates and property associations. State your goals and record known gaps rather than assuming missing evidence will be supplied by AI.
Use the available objective-specific assessment inputs. For Entitle, review which feedback and source material are selected and eligible. Do not assume every comment from every project is included. For Acquire, record your purchase goals and your own decision status; that status is not an AI approval.
3. Review and purchase the Snapshot
Open the portfolio's Reports page. Review the property scope, baseline, assessment inputs and displayed price before confirming the purchase. If required properties are inactive or permissions are insufficient, resolve those conditions first.
Generation runs in the background. A queued report is not finished yet. Wait for the ready state; if generation reports a problem, preserve its message and check the stated cause before requesting another purchase.
4. Read the result critically
Review the summary, objective-specific assessment, recommended actions and coverage limitations. Check important conclusions against source documents. Missing or conflicting evidence should remain an explicit question, not be treated as proof of a condition.
Timing depends on the decision. For an acquisition, obtaining a roof quote may be urgent even if physical replacement can wait. A report supports your judgment and professional advice; it does not make the purchase or planning decision for you.
5. Keep versions understandable
Add new evidence as it becomes available. Use Review assessment inputs and request an updated version where offered, and review the action's displayed terms before submitting. A new private version does not automatically replace a published version. Version history preserves the context of earlier assessments.