How to create a property schedule
How to create a property schedule for a mortgage application
If you already own property most mortgage applications, or even mortgage enquiries via a mortgage broker, will require a portfolio schedule.
With your property portfolio recorded in PaTMa, you can download a complete portfolio schedule with just a few clicks:
- From your property list
- Click "Portfolio metrics"
- Near the top right, click "Download portfolio"
- Click "Mortgage application spreadsheet" from the drop-down menu
You'll be prompted to open or save the generated property portfolio spreadsheet.
If your properties are missing any details required in the spreadsheet, you'll see a screen prompting you to complete the required details, these can include:
- Mortgage amount
- Mortgage payment
- Tenancy
- Property type
- Current value
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