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Built for Property Agents & Professionals

Stop losing clients the
moment the deal closes.

See which investors have equity, who is ready to buy and who is nearing a refinance. Be the agent who calls first.

Proxera white-label investor portal for agents, showing each client's equity, deal-ready alerts and your own branding
Two platforms in one

Everything your clients need.
Everything you need to advise them.

Frontend
What your clients get

Your brand. Their platform.

  • White-labelled portal, your brand and your domain
  • Portfolio dashboard, MTD and Open Banking for your clients
  • You stay the name they see, long after completion
Backend
What you get (optional)

Your intelligence layer.

  • Live equity and performance across every client
  • Deal-ready and refinance-window alerts
  • Advise with data, and spot the next deal first
Why It Works

What changes when your agency uses Proxera

01
See properties you have not even sold
02
Know who's ready to buy before they call
03
Increase fees by offering far more value
04
Investor retention improves permanently
05
Become a wealth adviser, not just a broker
06
Your brand on every login, every quarter
The Agency Intelligence System

Make it easier for your team
to pick up the phone.

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.

Proxera agency dashboard showing investor engagement, portfolio tracking and team management
Your Team

Individual access.
Team-wide intelligence.

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.

Your Data

Filter your
top investors.

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.

Your New Investors

Build long-term relationships
that generate repeat business.

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.

Book an Agent Demo View Agent Plans Still have questions? Read the Agent FAQ
In today's market, investors expect more transparency, more intelligence, and more trust than ever before. If you don't provide it, someone else will.
Proxera
Portfolio Intelligence

Know when your clients
are ready to act.

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.

Total portfolio value, ROI and occupancy at a glance
Property-by-property breakdown of equity, yield and rental income
Engagement details showing exactly when clients are active and engaged
Revenue overview showing monthly and annual rental income per investor
Turn portfolio data into your next deal before anyone else gets there
Book a Demo
Portfolio view showing equity, yield and revenue intelligence for each investor property
Revenue Strategy

Three ways it pays
for itself.

01
Close more, at the right time
See who has the equity and readiness to move next, and call them with the data in hand.
02
Charge for the platform
Bill investors £10–£25/month for branded access, or absorb it and raise your management fee.
03
Earn from your network
Add brokers, solicitors and accountants to your concierge and take referral fees on every quote.
Book a Strategy Call
Onboarding

Onboard thousands of clients in minutes

Import your existing landlord or investor database and start uncovering opportunities immediately, even before a single client activates their account.

No CRM integration required

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.

AltoReapitStreetGoodlordCSV / Excel
  • Bulk CSV upload
  • Automatic data mapping
  • Draft investor & property creation
  • Bulk client invitations
  • No manual data entry
Instant intelligence

See value before clients even sign up

Proxera starts working the moment your data lands, surfacing opportunities across your client base before anyone even activates their account.

Investors with larger portfolios than you have on record
Potential additional management opportunities
High-value portfolio owners
Mortgage review opportunities
Compliance opportunities
Missing data and portfolio gaps

A pre-built dashboard for every investor

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.

  • Property details already added
  • Portfolio information already populated
  • Documents already attached, where available
  • Less friction
  • Higher activation rates

Turn your existing database into new opportunities

Upload your investor or landlord portfolio and discover how many opportunities may already exist within your client base.

Agent & Partner Pricing

Transparent agent plans.

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.

REGISTERED PARTNER
Registered Partner
£
499
per year + VAT
Non-branded agent and investor portal
Offer clients access to the property portfolio dashboard
Your clients receive a discount on their investor licence
Visibility of linked investor activity and backend data
Ideal for mortgage brokers, sourcers and property professionals
Become a Registered Partner
AGENCY PARTNER
Agency Partner
£
595
per month + VAT
Fully branded platform under your agency name, logo and colours
Backend visibility across your entire investor portfolio
Track investor engagement and activity in real time
Analytics dashboard showing deal readiness across your client base
Offer investors a fully compliant MTD tool. The one they need most right now.
A tech-facing client tool that elevates your agency above every competitor
Become an Agency Partner
INVITE ONLY
WHITE LABEL
White Label Partner
Price on Application
 
Your own dedicated domain, fully hosted on your website
Launch your own property intelligence platform, your brand, your domain, your clients.
Investor licences included. Scales as your client base grows.
Office and team level performance oversight and analytics
Full MTD compliance tool embedded for every investor client
The most advanced property tech platform any UK agency can offer its investors
Dedicated account management and priority support
Request a White Label Introduction
Not quite ready? Sign up and we'll send you everything you need to decide. Sign Up for More Info
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