Your clients, properties and history are already migrated and sitting there ready. Finish them off, bring one real client across, and this is what an ordinary Tuesday looks like from then on.
You're two thirds of the way in and haven't run a single client through yet. We want to work through the rest with you, on calls, so you see the benefits in action.
Based on about 2 hrs saved per purchase across the rows above, plus about 1.5 hrs per person per month on status chasing and reporting.
Three agent emails a day and two new clients a month is already around ten hours a month on the first two rows alone. Don't take our example, take the stopwatch: time one of these in your current setup, do the same in PropVault with your own migrated data, and multiply by your own numbers.
Felicity confirmed over dinner last night. By 7:45 her agreement was generated straight from her details and her brief, and identity verification ran from the same record. When the AML rules changed on 1 July we didn't add a single new tool. The whole journey sits on the compliance dashboard.
About an hour per new client, down to ten minutesI open the Clients board and read the whole pipeline in a minute. Each card shows its stage, its next task and its due date, and behind every card sits the same templated checklist, applied automatically to every client from onboarding through to settlement. No rebuilding a board for each new client, no steps skipped because someone was flat out. The overdue one turns red before it becomes a phone call I don't want to have. This is the engine room, for me and the team, so nothing lives in anyone's head.
The whole pipeline read in 60 secondsA new client lands on the board and the welcome email goes out on its own. Discovery call ticked off, the recap sends itself. Settlement day, the congratulations is already on its way. Set these up once and stop apologising for late follow ups.
Follow ups that never slipThomas logs into his own purchase tracker, branded to my agency. He can see exactly where he's up to, step 5 of 8, what he needs to do next, his shortlist and documents, and tips from us while he waits. The "where are things at" phone calls have mostly stopped, because the answer is already in his pocket.
Update calls answered before they're madeThree agent emails landed while I was busy. Nobody retyped them. The Property Scraper read each one, created the property record with beds, baths and land size, and drafted my reply to the agent in the original thread. That used to be the first hour of my day.
10 to 15 minutes per agent email, down to oneEvery live listing in the suburbs I'm hunting, searchable straight from the client's brief, in the same place as the off markets we've sourced. One click adds it to a shortlist. No more six portal tabs and copy-pasting addresses across.
The whole market in one tabI used to keep a comparison spreadsheet for every client. Now each shortlisted property shows its gross and net yield, its price per square metre and its risk factors side by side, and I can compare up to six with live scoring before I make the call.
30 to 45 minutes per property, down to about tenSame properties, on a map, prices on the pins. I can see how the shortlist clusters and what sits around each one before I book a single inspection. That question of what else is nearby used to be six browser tabs and a screenshot into a group chat.
The inspection run planned in minutesPropVault installs on my phone like an app, straight from the browser, no app store. The Planner carries today's tasks, my synced Google Calendar and every settlement date. I check it in the car between inspections instead of ringing the office.
Nothing forgotten between inspectionsPropVault plugs straight into Claude through MCP. I say what I want in plain words, and it runs the same structured steps the app would: proper address checks, the right shortlist, yields and DD flags calculated. Purpose built for how a buyers agency runs, not a generic CRM bolt on. We're testing it hard with our own clients right now.
The whole platform, hands freeBrokers, conveyancers, building inspectors, property managers, accountants. Every partner we work with sits in PropVault with the clients they're on, and I assign them straight onto a purchase so the whole deal team is visible from the card. When a partner refers me a client, that's tracked too, and it shows up in my conversion numbers.
No more chasing who is on which dealThe offer came back accepted at 3:30. I marked it and the purchase timeline took over: contract execution, finance approval, unconditional, settlement. Every milestone dated, with the broker, conveyancer and inspector assigned against it. We have not missed a milestone since we started running deals this way.
Zero missed milestonesEvery active purchase runs down its own settlement track, side by side. I can see Sam settles Thursday, who settles next month, and which one needs a nudge to the conveyancer. Those dates also sit in my calendar and on my phone, so the week before settlement is calm instead of chaos.
Every settlement visible weeks outThe dashboard shows me the day and the business in one screen. Which lead sources actually convert, where every purchase sits by stage, which cards have been stuck in a stage too long, and what's due across the team this week. I used to guess at all of this once a quarter. Now it's just there, every evening.
The business run on evidence, not gut feelEmail campaigns for warm leads, prospects after a call, and referral partners, all scheduled and running from inside PropVault. The emails get built in the same place, with client and agency details dropped in automatically. Prospecting used to be the first thing to fall over when we got busy. Not any more.
Prospecting that keeps going when you can't