Portfolio Asset Schedule

Roles that can access Portfolio Asset Schedule are MAC, MACD, SAC, PAC, APM and Broker.

You can access a snapshot of your asset or portfolio simply, by;

Click Insights (left hand navigation panel)

Click Portfolio Asset Schedule (top right) and download

You will see 3 worksheets;

• Underwriting Matrix - asset data including GLA, Sums Insured, Extrapolated Rentals & TIV 
• Tenants - tenant data including asset type, Occupancy Category, Occupancy & Risk Grading
• Due Dates - based on the information provided for your assets (and if you have uploaded these documents and added the last inspection date), you will see when they are next due for the below;
  • Thermo Scan
  • Hydrant/Block plan
  • Annual Fire Safety Statement (AFSS)
  • Sprinkler Flow Test
  • Hydrant Flow Test