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.
Everything your agency needs to become irreplaceable, from AI intelligence to team management to investor engagement tools.
The agencies growing fastest in 2026 are not the ones spending the most on leads. They are the ones who built something their competitors cannot replicate a permanent seat inside their investors' financial lives.
Making Tax Digital has created four annual touchpoints every investor must fulfil. With Proxera, those touchpoints happen inside your branded platform. Your name is the first thing they see at every deadline, every alert, every insight.
Proxera is a direct revenue generator for the agencies that deploy it with intent. Here is exactly how the numbers stack up.
Book a free strategy session. We will map your current client base against platform revenue potential in 30 minutes.
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.
Most agencies are sitting on deals they will never see. Our ROI calculator models your acquisition costs, existing database, dormant clients and visibility diagnostics to show you the exact commercial case for Proxera.
