When your team knows exactly who to call, why to call them and what to say, every conversation becomes more purposeful. Proxera gives every broker on your team the context they need to strengthen client relationships, spot new opportunities and turn one-time buyers into repeat investors.
Every broker logs in to their own view of their investor base. See engagement scores, activity sessions and last-active dates. Know which clients are warm and which need attention before you even pick up the phone.
Sort your investor book by net worth, portfolio size, engagement score or equity availability. Know exactly who is ready to act before you pick up the phone. Every call is backed by real data, not a hunch.
Investors who see their portfolio growing inside your branded platform associate that progress with your agency. When they are ready to buy again, refinance or expand, you are the first call they make. That is how one sale becomes five.
Through your branded platform, every investor's portfolio is laid out in full. Total properties, estimated value, portfolio ROI, average occupancy and a complete property summary showing purchase price, current value, equity, yield and style of let across every single asset they hold.
Import your existing landlord or investor database and start uncovering opportunities immediately, even before a single client activates their account.
Export your investors or landlords from Alto, Reapit, Street, Goodlord or a spreadsheet, and our import tool builds the investor and property records automatically. Your whole database, onboarded in minutes.
Proxera starts working the moment your data lands, surfacing opportunities across your client base before anyone even activates their account.
Invite an investor and their dashboard is already built from the data you uploaded. They just activate and pick up where you left off, no blank forms.
Upload your investor or landlord portfolio and discover how many opportunities may already exist within your client base.
No hidden fees. All plans include onboarding support and a dedicated setup call. Book a demo and we will walk through the right fit for your agency.