Save, link and track every property. One board.
Property Folio is the visual workspace for managing every property in your pipeline. Save properties, link them to clients, move them through stages on a kanban board, and access everything at a moment’s notice.
Properties fall through the cracks when there is no system.
Every buyers agent has lost a deal because a property got buried in an email thread, a spreadsheet tab, or a saved search that never got followed up.
Property Folio gives every property a home.
See exactly where every property stands.
Save any property from any source and link it to one or multiple clients. Move it through Sourced, Researched, Shortlisted, Presented, Inspected, Liked and Dismissed on a kanban board. Attach notes, documents, and inspection reports so nothing gets lost.
- Every property saved and linked - save any property in one click, link it to one or multiple clients, and keep notes and documents in one place
- Visual pipeline, total clarity - move properties across the seven property stages with drag and drop, the whole pipeline visible at once
- Access at a moment’s notice - pull up a client’s property pipeline instantly, and share a folio view before a meeting or inspection
Property Folio works with every part of the platform.
Link a client, match new properties in, generate a report, book an inspection, or track an off-market find, all from one board.
Property Folio
BA CRM
Client profiles linked directly to their property folios.
Property Data Matching
Matched properties saved to folios automatically.
Property Reports
Generate reports from folio properties in one click.
BA Inspect
Schedule inspections directly from a folio property card.
Off Market Properties
Off-market properties saved and tracked in folios.
One board instead of a dozen tabs.
Property Folio replaces the spreadsheets, task boards, email folders, and bookmarks buyers agents use to keep track of property.
One platform does it all
Everything those tools did, in one place.
- Visual kanban board
- Property-workflow pipeline
- Full document management
- Client-linked, staged saves
Every property has a place. Every client has a pipeline.
Property Folio gives buyers agents a visual, organised workspace for every property in their pipeline, from first save to settlement.