LIVE PLATFORM VIEW
The Opportunities tab, showing every investor's equity, urgency signals and next best action. Updated in real time.
For Estate Agents
Most estate agents have dozens of investor clients they barely know about. Proxera surfaces them, tracks their wealth and tells you when to call.
Free to set up · No long-term contract · Live in under 48 hoursSee every investor client's properties, equity and net worth in one place. Know your book inside out.
Proxera tells you which clients have equity available and when they are likely to move. Call them first.
Investors log into a platform that carries your agency name. You are front of mind every single month.
HMRC-approved Making Tax Digital submissions are handled automatically. Your clients stay compliant without the stress.
LIVE PLATFORM VIEW
The Opportunities tab, showing every investor's equity, urgency signals and next best action. Updated in real time.
HOW IT WORKS
Import your existing clients in minutes. Proxera matches them to their property portfolios automatically. No manual data entry required.
Live valuations, equity positions, rental income and compliance status update automatically. You see everything, they see your branded platform.
Proxera surfaces buying signals, remortgage windows and compliance deadlines. You call first, every time. Your competitors are still waiting for the phone to ring.
The opportunity
What you get
Proxera pulls live valuations and outstanding mortgage data to calculate each investor’s available equity in real time. You see who is sitting on capital before they do.
When a client logs into their portal, reviews a property or updates their profile, you receive an alert. Engagement signals tell you exactly when to pick up the phone.
Proxera models each client’s portfolio and surfaces the optimal moment to approach them about their next purchase, remortgage or sale. Proactive beats reactive every time.
“From reactive to proactive sales.”Proxera
Common Questions
No. A CRM stores contact details and records interactions. Proxera goes much further. It gives you live financial data on each investor client, tracks their portfolio in real time, models their equity position and tells you when to reach out. Think of it as a CRM crossed with a wealth management platform, built specifically for estate agents who work with investors.
Your investor clients access the platform under your branding at no cost to them. Proxera’s pricing is structured around the agency, not the end user. Your clients get a premium, white-labelled experience and you benefit from the data and relationships it creates.
Most agencies are up and running within a few days. We handle the onboarding and white-label configuration for you. There is no complex integration required. Your investors receive a branded invitation link and can connect their portfolio data in minutes.
Proxera sits alongside your existing CRM and agency software. You do not need to replace anything. It adds a layer of investor intelligence that no traditional agency tool provides, and it operates independently of your current stack.
Your investors see a platform that carries your agency name, logo and colours. There is no Proxera branding visible to them. From their perspective, it is your platform. This means every login reinforces your relationship with the client, not ours.
WHAT THEY SAY
We had 47 investor clients we barely knew existed in our database. Within two weeks of setting up Proxera I had already booked three valuation appointments with people I hadn't spoken to in years.
The buying signal alerts completely changed how we work. I got a notification that a client was approaching a refinancing window, called them the same afternoon, and they listed their flat with us the following week.
ALSO EXPLORE
Join the estate agents already using Proxera to turn investor clients into long-term relationships. Book a personalised demo today.
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