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Offer something different to everyone else

Your Latest Property Technology.

Proxera agent dashboard on iPad
Trusted by 50+ UK Property Professionals
Proxera agent opportunities dashboard on iPad showing investor refinance signals

Built for

01
Mortgage Brokers
Know exactly when every client is ready to remortgage.
02
Accountants
MTD compliance built in. Add value before clients ask.
03
Letting Agents
Manage investor clients beyond the tenancy agreement.
04
Solicitors
Stay in your client's world between transactions.
05
Surveyors
Track portfolio values and flag refurbishment timing.
06
IFAs
Give property clients the same quality platform as your wealth clients.
What Your Clients See

Your Name on the Platform. Not Ours.

Your investor clients log in to your portal. Your name, your colours, your domain. It looks like you built it. Because for all they know, you did. No white-label watermarks. No third-party branding. Just yours.

Book a demo to see it live
White-label Proxera platform showing Knightsbridge Capital Brokers branded dashboard
What You See

Know Who Is Ready Before They Call You.

The platform watches every portfolio in real time. It surfaces action points automatically. Remortgage ready. MTD deadline approaching. Rent review overdue. You see it first, every time.

See how it works
Proxera smart opportunities list showing investor refinance signals and equity release opportunities
What You Know

Full Visibility of Every Client. Every Property. Always.

Values, yields, equity, cashflow and MTD compliance status for every client portfolio, all in one place. You see everything your clients see, plus more. Advise with precision because you have the data to back it up.

See a live demo
Portfolio Overview
All Clients
Total AUM
£47.2M
+12% YTD
Avg Yield
6.8%
Across 47 clients
MTD Ready
41/47
6 need action
Top clients by portfolio
James Whitfield
£2.1M
Sarah Adeyemi
£1.8M
Priya Nair
£1.4M
Which professional are you?

Property professionals typically fall into two categories.

Most are a mix of both. Select the one that sounds more like you to see how Proxera fits your priorities.

What type of property professional are you?
↓ tap to expand
01
Value Provider
Cares more about client experience
+
02
Revenue Generator
Cares more about generating income
+

You care deeply about the experience your clients have with you. You want them to log into something premium, under your brand, and feel like you have built them something nobody else offers. The platform is an extension of your professional identity.

White-label branded portal. Your name, your colours, your domain.
Clients see a premium digital experience that reflects your firm
Automated updates, compliance alerts and portfolio summaries sent in your name
Deepens loyalty. Clients who have your portal do not leave.
Live in 48 hours, zero dev work, nothing for you to build
See the client experience →

You see your client base as an asset and you want to monetise it intelligently. You want to know which clients are ready to remortgage, expand or transact before they call anyone else. And you want every instruction, referral and fee to flow through you.

Live opportunities dashboard. See who are ready before they call you.
Remortgage signals, equity windows and MTD alerts across every client
Referral fees on every professional instruction through your portal
Monthly recurring income from client portal access fees
Typical professional earns £300 to £800/month from existing clients alone
See the opportunities view →
The Difference

Already Have a System? Good. This Is Different.

Most professionals use a CRM or agency tool for their own pipeline. This is not that. This is a client-facing portal that lives under your brand and gives your investors a premium digital experience your competitors simply cannot offer.

Your CRM manages your business. This platform manages your client relationships.

Reapit and Alto are built for internal pipelines. This platform is built for investor-facing value.

Add this platform alongside what you already have, or replace the tools that are underserving you. Either works.

Revenue

Three New Revenue Streams.
One Platform.

01

Referral Fees

Every professional instruction that flows through your portal earns you a fee. Mortgage, legal, survey, accountancy. Your platform becomes a revenue engine that runs whether you are in the office or not.

How it works
Client completes a deal. Fee lands in your account.
02

Monthly Recurring

Charge clients a monthly access fee for their portal. A typical professional earns £300 to £800 per month from their existing client base alone. One email to your list starts it.

Typical earnings
40 clients at £15/month. £600 in recurring income.
03

Better Advice. More Instructions.

When you can see every client's full portfolio you advise with precision. You spot the next deal before they think to ask. You get the instruction before they call anyone else.

The result
Clients who feel genuinely looked after do not leave.

Your platform.
Their experience. Your revenue.

Book a 30-minute demo. See your branded portal live before you leave the call. No commitment. No contracts.

Book a Demo View Pricing