Launched this week
Propperly
The operating system for Australian property investors
2 followers
The operating system for Australian property investors
2 followers
Propperly replaces the property investor's spreadsheet. Track every property, loan and entity (SMSF, trusts, companies) in one portfolio. Read-only Open Banking feeds categorise your transactions, and the Tax Centre builds an ATO-ready tax pack (Item 21, Div 40/43). Model scenarios and research suburbs before you buy. Buyers agents and brokers get a CRM that updates from clients' live, consented data. Accountants get free read-only access. Built in Australia.
For both investors and advisors - Deal Room and Opportunities.
When working with a Buyers Agent, clients receive the property brief in various formats. Excel attached to an email, PDF, CMA, etc. Propperly brings this into the platform where both advisors and investors are managing their portfolio.
Opportunities - Where an advisor has shared a property opportunity with a client, this is the client/investor view.
Opportunity Details - add details, pull analytical data from HTAG, upload walkthrough photos and videos. Client can directly accept or decline the property here or start a conversation on it.
Once a client accepts an opportunity, the experience doesnt stop there. Propperly allows for the full management of the deal through to settlement.
Deal room brings together the buyer, advisor, and other contributors such as mortgage broker, conveyancer, building and pest inspector. All in an online digital experience managing tasks, deadlines and ensuring a smooth purchase end-to-end.
For Investors - connect your mailbox and OneDrive, or use the dedicated email address to forward emails to Propperly. When enabled AI can scan the email and the attachments for suggested property/entity allocation, and categorisation.
When connecting Outlook/Hotmail and OneDrive, folders can be binded. When a user binds a folder, if they move an email or a file into that folder on OneDrive/Outlook, it is automatically ingested and allocated to a property.
This streamlines the management processes with an aim to reduce the overall workload for users. Reducing the admin burden on investors.
Sample view of the Strategy Studio within the Agents portal. Map multiyear, multi actions, and showcase equity vs cashflow.
clicking "download PPTX" generates a full strategy pack that can be downloaded, emailed or printed to work through with the client.
For Investors - add properties, assets (cars, Pokémon cards, wine) and associated entities. Including companies, trusts, self-managed super funds.
Not just a visual, each entity comes with compliance, documentation, and task management.
For Agents - Review a clients portfolio, kept up to date with the market, create strategies and portfolio reviews grounded in the clients real-time data and valuations. Includes information around the clients' entities, trusts, companies, SMSF, etc.
Request documents, send properties, and setup integration with M365/Google and ingest meeting transcripts also. Building a grounded context on the user to assist with strategy generation, client meeting prep.
For investors and their tax advisors / accountants - Tax Centre enables the investor to streamline their tax processing. Throughout the year, investors add invoices, transactions, and other supporting evidence to their profile, rather than re-processing all that data for end of year tax purposes, investors are simply required to review their tax centre position and fill in the missing gaps.
Tax Centre also allows for users to see real time positioning information. Expected tax cost, return, CGT liabilities, etc. Audit readiness and compliance is a big factor, Propperly provides a view here so investors can reduce risk.