Give your clients a portfolio operating system.
Help investors run and grow their portfolio after settlement, while your agency stays connected to the relationship and builds recurring partner revenue without adding a property-management workload.
Dashboard
Welcome back! Here's an overview of your portfolio.
Portfolio Value
$5.8M
Based on latest valuations
Total Debt
$3.77M
Total loan balances
Total Equity
$2.03M
Value minus loans
Portfolio LVR
65.0%
Loan to value ratio
Monthly Cash Flow
$1,240
Net positive
Properties
15
15 investment, 0 owner-occupied
Upcoming Repayments
$734 due next week, followed by a fixed-rate rollover in 30 days
Cash Buffer
1 property currently under target
Items to Review
Prepared records waiting for owner approval
Tree Scheme - BNAV
Rent - 14/10/2026 to 14/04/2026
Inner Owners Corporation
Special Levy Admin Fund Deficit
To Do
10Categorise transaction
COUNCIL RATES 12/48 Harbour Road
Prepare broker pack
Trust 1, Newport and Reservoir loans
Review cash buffer
2 properties under target
Portfolio alerts
3 items need owner review
Broker pack
Trust 1 documents ready
Forecast
$21K buffer gap flagged
Client value
A stronger post-purchase experience than a PDF handover pack.
Relationship depth
More reasons to stay close as the portfolio grows and the next brief forms.
Recurring revenue
A partner channel tied to ongoing owner subscriptions, not one-off referral moments.
The buyers agent gap
Great acquisitions still need a great operating system.
Clients buy with a strategy, then go back to emails, PM portals, spreadsheets and scattered documents. PropBoss gives your clients a practical system for the years after settlement.
Typical handover
Client gets a settlement email, a few folders and a spreadsheet template.
With PropBoss
Client gets a live operating workspace for properties, bills, loans, files and growth planning.
Typical handover
The relationship goes quiet until they are ready to buy again.
With PropBoss
Your agency remains connected to the portfolio work that creates the next acquisition conversation.
Typical handover
Revenue ends when the acquisition engagement ends.
With PropBoss
Partner revenue can continue while clients keep using PropBoss to run and grow their portfolio.
Client offer
Give clients the tools to run, protect and grow the portfolio.
PropBoss becomes the owner-side operating layer: the place where purchase context, money movement, property files, reporting and planning stay connected.
Portfolio command centre
Properties, entities, loans, documents, bills, cash flow and review items sit in one owner-controlled workspace.
AI inbox and document flow
Clients can forward statements, invoices, receipts and notices into PropBoss instead of manually building folders.
Bank-feed visibility
CDR-powered bank connections help owners keep transactions, bills and loans tied back to the right property.
Growth planning
Feasibility studies, cash buffers, loan context and portfolio AI help clients assess the next purchase with real numbers.
Tax-ready records
Reports, depreciation schedules, receipts and accountant share packs stay organised throughout the year.
Owner-side control
The client owns the account, controls access and keeps one source of truth beyond any single purchase.
Partner value
Make your post-purchase experience harder to copy.
Most buyers agents win trust before the purchase. PropBoss helps you extend that trust after settlement with a repeatable operating system and a commercial reason to stay involved.
Differentiate the buying service
Position your agency as the team that helps investors operate after settlement, not just buy well on the day.
Create a cleaner handover
Start clients with the property, entity, loan and document context they need before admin debt piles up.
Stay useful between briefs
A better owner system keeps the relationship active while clients wait, refinance, review or prepare to buy again.
Build recurring revenue
Turn client enablement into an ongoing partner channel connected to the portfolio you helped them build.
Client journey
A better handover, built into the buying workflow.
Use PropBoss as the bridge between acquisition advice and portfolio execution, so the client can keep moving after settlement without rebuilding the basics.
Client handover
From purchase to operating system
Acquisition details
Address, purchase context, entity and finance notes.
Owner workspace
Properties, bills, loans, documents and reminders.
Portfolio growth
Feasibility, cash buffers, reports and AI questions.
Launch path
Simple enough to become part of every client handover.
The partner workflow is designed around adoption: set up the context once, help the owner understand the system, then let PropBoss carry the day-to-day admin load.
Position PropBoss before settlement
Show clients that the buying plan includes the system they will use to run the asset after purchase.
Create a guided onboarding draft
Prepare owner details, property records and supporting context so setup starts from the acquisition facts.
Client accepts and controls access
The owner activates the account, accepts disclosure and decides how partner visibility works over time.
Stay connected as the portfolio grows
Track the client relationship, support better portfolio conversations and earn recurring partner revenue.
Relationship safeguards
Commercial upside without confusing the client relationship.
PropBoss is built for owner control, partner transparency and clear professional boundaries, so the system strengthens trust instead of creating friction.
Client-first account model
PropBoss is built around the owner as the hub. Partner access supports the relationship without taking control away from the client.
Disclosure before access
Partner-linked owner accounts include disclosure and access gates so clients understand the relationship clearly.
Professional boundaries
You can help clients adopt a stronger system without turning your buyers agency into accounting, broking or PM operations.
FAQ
For buyers agents who want the relationship to continue after settlement.
The goal is straightforward: improve the client outcome, keep your agency useful between purchases and add a recurring revenue stream around the portfolio.
Is this for buyers agents specifically?
Yes. This page is written for buyers agents who want to give investor clients a stronger system after settlement and keep the relationship active between purchases.
Do we have to manage the client portfolio?
No. PropBoss gives the owner the tools to run their portfolio. Your role is to introduce and support adoption, not take over day-to-day property management.
What happens after a client buys another property?
The new property can be added to the same owner workspace, keeping documents, loans, cash flow and planning in one portfolio view.
Can clients still use their accountant, broker and property manager?
Yes. PropBoss gives the owner a central system while allowing the right professionals to work from cleaner records when needed.
Become a PropBoss partner
Turn every client handover into an ongoing portfolio relationship.
Give investor clients the system to operate with confidence after settlement, while your agency builds a partner channel that compounds with the portfolios you help create.