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Export a Sold Portfolio

This topic provides general guidelines for exporting a sold portfolio. Your organization could require specialized workflows, based on your organization's business model or the portfolio type. You can include any accounts in Latitude in a sold portfolio. If you included the accounts previously as part of a purchased portfolio, the system includes the information in the purchased portfolio's investor ROI. 

To export a sold portfolio

  1. If necessary, add a buyer to Portfolio Manager. You can associate a buyer to more than one portfolio.

  2. Create a sold portfolio and define the contract terms.

  3. Select accounts to include in the portfolio. 

  4. Export accounts to an Excel spreadsheet and then send the file to the buyer.