Question 1

What is PropWise

Accepted Answer

TL;DR

|| PropWise is an all-in-one platform that helps real estate professionals manage property portfolios, collaborate with clients and teams, and run their daily work from one place.

What this is

PropWise is a purpose-built SaaS platform for real estate agents, teams, and brokerages. Instead of juggling listings across emails, WhatsApp, drives, and spreadsheets, PropWise centralizes everything into a single system:

Properties are organized into portfolios
Clients and teammates collaborate in one shared space
Documents live next to the properties they belong to
AI helps you extract insights and spot risks
Activity and performance are visible, not guessed

Think of PropWise as your operating system for buyer-side real estate work.

When to use this

Use PropWise when you want to:

Manage multiple buyers without losing context
Replace ad-hoc sharing (email, PDFs, links) with a structured client experience
Coordinate with teammates on the same buyer or deal
Keep documents, notes, and decisions tied to specific properties
Scale your workflow without scaling chaos

If you’re sending properties via messages and “remembering” buyer preferences in your head, PropWise is overdue.

How this affects other features

PropWise is modular, but everything is connected:

Portfolios are the core unit → properties, documents, notes, and chats attach to them
Team collaboration builds on portfolios → who sees what, who edits what
**Do

Question 2

How to Write an Agent Bio That Builds Trust and Authority

Accepted Answer

Goal of this article

Help real estate agents craft a concise, credible bio that signals competence, builds immediate trust, and positions them as a safe, authoritative guide—especially for high-intent and premium buyers.

Who this is for

Solo buyer agents
Agents working with international or relocation clients
Teams and brokerages standardizing their brand presence

* Agents targeting luxury or high-net-worth buyers

Workflow overview (process-level)

Anchor authority before personality Lead with proof of competence, not hobbies or vibes.
Translate experience into buyer-relevant outcomes Show how your background reduces risk, saves time, or improves decisions.
Demonstrate judgment, not just activity Buyers trust thinking agents more than busy ones.
Humanize without weakening credibility Add warmth after trust is established—not before.
Close with a clear positioning statement

Make it obvious who you are best for (and who you are not).

Example scenario

An agent working with international buyers in Portugal rewrites their bio. Instead of listing years in the industry and generic friendliness, they highlight cross-border transaction experience, due-diligence rigor, and how they protect buyers from common local risks. Result: fewer tire-kickers, faster trust, better conversations.

What “good” looks like

Signals & KPIs

Buyers reference your bio in calls (“I liked how you explained…”)
Fewer “comparis

Question 3

What are Some Best Practices for Managing Portfolios?

Accepted Answer

Managing portfolios well is the difference between looking busy and delivering clarity. These best practices help you stay organized, move buyers faster, and protect your professional credibility.

1. Use clear, consistent naming conventions

Portfolios should be instantly identifiable—without opening them. Best practice: Use a structured naming pattern that includes:

Buyer or client name
Location or region
Property type or purpose (home, investment, vacation)
Timeframe or phase (Q1 2026, Round 2, etc.) Example: Silva Family – Cascais Villas – Q1 2026 Why it matters: clear names reduce search time, prevent duplication, and keep teams aligned.

2. Keep portfolios current (no dead listings)

Outdated portfolios kill trust. Best practice:

Remove sold or unavailable properties immediately
Mark rejected listings clearly
Add new, relevant options as they appear A portfolio is a living decision workspace, not a static folder. Why it matters: buyers make better decisions when they trust the accuracy of what they see.

3. Leverage AI and document tools aggressively

Manual review is a tax on your time. Best practice:

Upload all relevant documents (brochures, inspections, legal docs)
Use AI summaries to extract key details and ask for red flags
Review insights before presenting properties to clients Why it matters: faster due diligence, fewer missed risks, higher perceived expertise. || AI Co-pilot is available only for Premium and E

Question 4

What PropWise is NOT

Accepted Answer

It’s just as important to understand what PropWise is designed not to do, so expectations stay clean and the product is used correctly.

PropWise is not a property marketplace

PropWise does not publicly list properties, rank listings, or connect buyers directly with sellers. There is no open search, no buyer browsing, and no lead generation marketplace. Instead, PropWise is an agent-led workspace. Agents curate properties they already source and share them privately with clients to manage:

Shortlists
Communication
Documents
Deal context

If you’re looking for a Zillow-style portal, this is not it.

PropWise is not an MLS (Multiple Listing Service)

PropWise does not:

Host a shared inventory
Syndicate listings across the market
Replace national or regional MLS systems There is no “single source of truth” for listings inside PropWise.

What it does provide is a workflow and collaboration layer on top of listings you already source—from portals, brokers, off-market deals, or your own network.

PropWise is not a CRM

PropWise is not meant to manage:

Lead pipelines
Marketing automations
Mass email campaigns
Sales funnels or prospecting stages While it can integrate with your existing CRM, PropWise is a client-facing value platform, not a lead database.

It lives between lead qualification and transaction completion, where most CRMs stop adding value.

The right mental mo

Question 5

Create Your First Portfolio in 5 Minutes!

Accepted Answer

TL;DR

|| Creating a portfolio lets you group properties around a specific buyer or project so you can stay organized, align listings with client needs, and share curated options confidently.

When to use this

Create a new portfolio when you:

Start working with a new buyer or investor
Want to organize properties for a specific brief (location, budget, timeline)
Need a clean, shareable collection of listings for client review
Are running parallel searches for multiple clients or scenarios

Step-by-step instructions

Go to your Portfolios page This is your central hub for all buyer portfolios.
Click Create Portfolio A form will open prompting you to enter the portfolio details.
Enter the portfolio information Fill in the following fields:

Portfolio Name Use a clear, descriptive name so you can recognize it instantly. Examples: “Downtown Lisbon Apartments Q1 2026” “Silva Family – Coastal Properties”
Client Information Add the client’s email address. This is used when sharing the portfolio and for client-facing communication.
Region of Interest Select the city, area, or region your client is searching in. This helps filter and organize relevant listings later.
Budget and Currency Define the client’s budget range and currency. This keeps all properties aligned with financial expectations.
Target Closing Date Choose the desired closing date. This helps you prioritize time-sen

Question 6

How to Archive a Portfolio

Accepted Answer

TL;DR

|| Archiving a portfolio removes it from your active workspace once a buyer process is finished. This keeps your dashboard clean and focused. Archiving is permanent for users—only support can reverse it.

When to use this

Archive a portfolio when:

A buyer has completed their purchase
A search is permanently closed or abandoned
You want to remove inactive portfolios from your active view

Do not archive if there’s any chance the buyer may return soon.

Step-by-step instructions

Go to the Portfolio Dashboard.
Locate the portfolio you want to archive.
Click the three-dot menu on the portfolio card.
Select Archive.
In the modal that opens, add the archiving details (reason or notes).
Confirm the action. ✅ The portfolio is now archived and removed from active portfolios.

| Best for: Standard portfolio cleanup and closed deals

Common issues & tips

Archiving is irreversible (by users): You cannot unarchive a portfolio yourself.
Archived by mistake or buyer returned? Contact PropWise Support and we can unarchive it for you.
Best practice: Add clear notes in the archive modal (e.g. Deal closed, Buyer paused search, No longer active) for future reference.
Risk management tip:

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