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 โWhether 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.
Help clients understand their portfolio, equity and LVR position before finance discussions.
Give clients a more organised property information layer โ rental income, expenses and loan details in one place.
Get better visibility of a client's property assets and debt for more informed planning conversations.
Offer your investors a broader view of their whole portfolio, beyond the properties you manage.
Help investors understand their existing position before they consider their next purchase.
Work with property owners? Let's talk about how Property Folio AI can support your clients.
Clients arrive with their property, loan, rental and expense information already in one place.
See how the whole portfolio fits together โ value, debt, equity and cash flow โ not just one property.
Structured portfolio reports and AI insights help clients bring clearer information to your meetings.
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.