Create a Property Schedule

Overview

If you already own property most mortgage applications broker, will require a portfolio schedule.

PaTMa can generate a downloadable property schedule for you based on your portfolio. It's simple to do, provided your PaTMa account is up to date!

What is a Property Portfolio Schedule?

A property portfolio schedule, normally required as a spreadsheet, is a list of all existing properties in your portfolio along with information relevant for a mortgage application.

This includes:

  • Property address
  • Purchase date
  • Purchase price
  • Property type
  • Current mortgage (amount and payments)
  • Current tenancies and rent

Downloading the Property Schedule

You can reach your Portfolio Overview from the lefthand menu.

The Portfolio Overview contains lots of useful information about your properties and investments but for now all we need is the Download portfolio button. Click it, then click Mortgage Application Spreadsheet.

location of Mortgage Application Spreadsheet is in the top right corner

If all the required information is already in PaTMa, the download will start.

Adding Missing Information

If any properties are missing required information, you will be prompted to add it before the download begins.

The form you see and the data you need to add may be different depending on what information is missing; fill it out as prompted.

Click Submit to save and continue.