Uploading a portfolio

Paste or upload a client's addresses with postcodes, UPRNs or certificate numbers. Each is matched with a confidence level for you to check, then saved to your watchlist or exported.

Match levels: Exact: matched by certificate number or UPRN. Strong: the address and postcode point to one building. Check: a likely match for you to confirm, with the nearest alternatives.

Portfolio upload is on the paid plans that include it.