For Professionals

Help your clients see their whole property picture

Property Folio AI gives your clients one organised view of their property values, loans, equity, rental income and expenses โ€” so your conversations start with clearer information.

Talk to Us About Partnering โ†’
Who it's for

Built for the professionals property owners trust

๐Ÿก

Australian Property Investors

Whether you own one property or a growing portfolio, Property Folio AI gives you one clear, organised view of your investments โ€” so you can make confident decisions and work better with your advisers.

๐Ÿ“ˆ
Portfolio at a glanceProperty values, equity and growth across every property.
๐Ÿ’ฐ
Income & expensesTrack rent, costs and cash flow in one place.
๐Ÿฆ
Loans & LVRSee balances, rates and borrowing position clearly.
๐Ÿ“
Documents organisedKeep contracts, statements and records together.
๐Ÿงพ
Tax-time readyClean summaries to share with your accountant.
๐Ÿค
Share with advisersGive your broker or accountant a clear view.
๐Ÿฆ

Mortgage Brokers

Help clients understand their portfolio, equity and LVR position before finance discussions.

๐Ÿงพ

Accountants

Give clients a more organised property information layer โ€” rental income, expenses and loan details in one place.

๐Ÿ“Š

Financial Planners

Get better visibility of a client's property assets and debt for more informed planning conversations.

๐Ÿ 

Property Managers

Offer your investors a broader view of their whole portfolio, beyond the properties you manage.

๐Ÿ”‘

Buyer's Agents

Help investors understand their existing position before they consider their next purchase.

๐Ÿค

Other Property Professionals

Work with property owners? Let's talk about how Property Folio AI can support your clients.

Why it helps

Better information. Better conversations.

01

Organised clients

Clients arrive with their property, loan, rental and expense information already in one place.

02

Portfolio-level view

See how the whole portfolio fits together โ€” value, debt, equity and cash flow โ€” not just one property.

03

Reports clients can share

Structured portfolio reports and AI insights help clients bring clearer information to your meetings.

Become a Partner โ†’   Try Property Folio AI Free

30-day free trial. Then $19 AUD + GST per month or $199 AUD + GST per year.

Disclaimer: Property Folio AI provides general information tools for property owners. It does not provide financial, credit, tax or legal advice, and information in the platform is based on what users provide.