Property investment screening and portfolio analysis

Hosted Beta

Analyse Australian property deals with your real borrowing settings, portfolio constraints, and cash buffers.

Portfolio Analyser combines deal screening, portfolio metrics, and a growing official-data layer in one workspace.

Property shortlist

Auburn NSW$910k7.8%

Belconnen ACT$745k5.4%

Medindie SA$1.38m13.0%

Growth, DSCR, DTI, cashflow

Portfolio

Included in analysis

Owner occupied$820k4.6x

Investment 1$690k6.1x

Candidate$910k5.9x

Whole-of-portfolio alerts

Report

Preview pack

Summaryreadylandscape

Assessment3 pagesPDF

Comparison2 per pageranked

Client-ready output

Sign up or log in to open the portfolio analyser

Plans

Initial plan structure

These plan options are placeholders for the eventual paywall flow. Users can already choose one during sign-up while the hosted pages are still under test.

Basic

The initial hosted subscription focused on search, property analysis, and portfolio tracking.

Premium

A future tier for deeper modelling, richer comparison tools, and additional decision support.

Professional

Built for adviser and broker teams with agency dashboards, client-stage tracking, lending pipeline visibility, shared portfolios, and compliance reporting.

Professional

One workspace for broker pipeline, adviser workflow, and client portfolios.

The Professional tier now brings advice and lending teams into the same operating view. Agencies can track unused serviceability, lending pipeline, equity under management, review dates, client stages, and shared portfolios without splitting that context across separate tools.

Agency workspace with same-domain team seats, client assignment, and portfolio transfer between advisers.

Combined broker and advice dashboard with equity under management, lending pipeline, and review queue visibility.

Client-level capture for service line, advice stage, broker stage, borrowing capacity, loan pipeline, and review dates.

Exportable compliance reporting, agency activity tracking, notes, templates, and shared client portfolios.

Equity under management

$14.8m

Portfolio-linked client equity held across the agency view.

Unused serviceability

$3.4m

Borrowing capacity still available across tracked clients.

Loan pipeline

$6.2m

Target lending demand tracked from fact find to settlement.

Reviews due

Clients requiring follow-up inside the next 30 days.

Service mix

Combined teams can see whether the agency is winning advice-only, broker-only, or full-service mandates.

Advice + broker

Advice only

Broker only

Advice workflow

A visual view of where each client sits in the recommendation journey.

Profiling8

Screening11

Shortlisted7

Recommended5

Monitoring4

Lending pipeline

A lending-volume view that follows the broker workflow from target to settlement.

Target loan$6,200,000

Submitted$4,100,000

Approved$3,050,000

Settled$2,140,000

Contact