How to choose a plan that fits your workflow?

TL;DR

Overview

PropWise is structured around two usage patterns:

• Occasional or seasonal work → Bundles (pay per portfolio)
• Continuous, high-volume work → Subscriptions (unlimited portfolios)

All users can start with a 21-day free trial of Premium, including 3 portfolios, to test the full workflow before committing.

Free Trial (Starting Point)

What you get

• 21 days of Premium access
• Up to 3 portfolios
• Full feature exposure, including AI and scheduling

When it makes sense

• You want to understand the full workflow before deciding
• You are comparing tools or testing adoption with real clients
• You want to validate how it fits your process

Bundles (Prepaid Portfolios)

 Available options

• +1 Portfolio
• +3 Portfolios
• +10 Portfolios

When to choose bundles

Use bundles if your workflow is irregular:

• You work with buyers occasionally
• You operate in seasonal cycles
• You want tight cost control per deal
• You do not need ongoing access between clients

 Strategic tradeoff

Upside

• Zero subscription commitment
• Direct cost-to-client alignment

Downside

• No advanced features like AI insights or scheduling
• No system continuity between deals
• Friction increases as volume grows

Standard Subscription

What you get

• Unlimited portfolios
• Full portfolio and listing management
• Chat, updates, document uploads
• Off-market property creation

When to choose Standard

• You work with multiple buyers consistently
• You want predictable cost
• You do not rely on advanced automation or AI

Strategic tradeoff

Upside

• Removes portfolio limits
• Stabilizes workflow and cost

Gap

• No AI document summaries
• No calendar / viewing scheduling
• No portfolio reuse across buyers

Premium Subscription

What you get (in addition to Standard)

• AI document summaries

→ Faster review, in your preferred language

• Calendar and viewing scheduling

→ Centralized coordination with buyers

• Portfolio duplication and multiplying

→ Create portfolio once, and duplicate or multiply them for use on buyers on similar needs

• Off-market reuse across portfolios

→ Reuse listings across multiple clients

• Portfolio switching per buyer

→ Manage multiple searches for the same client cleanly

• Property Copilot and AI support features (Upcoming)

When to choose Premium

• You handle active deal flow
• You review many documents
• You want time compression, not just organization
• You manage multiple scenarios per buyer

Strategic tradeoff

Upside

• Direct time savings
• Reduced cognitive load
• Better client experience

Premium is not about access. It is about speed and leverage.

Enterprise (Custom)

• Custom pricing
• Dedicated support
• Advanced integrations (SSO, CRM, automation)

When relevant

• Multi-Teams environments
• Brokerages
• Multi-agent environments

Add-ons (Optional Enhancements)

High-impact add-ons

• CRM Integration and Auto-Update

Sync buyers and listings across systems

Automates data flow, reduces manual work

• Branding / White-labeling

Aligns the platform with your company identity

Operational add-ons

• Team dashboards
• Legal contracts and NDA workflows (Upcoming)
• AI assistant (Upcoming)

Strategic lens

Add-ons are not features.

They are workflow multipliers.

Only adopt them when:

• You have repeatable processes
• You are already hitting friction

Decision Framework

Choose Bundles if:

• < 3–5 active buyers/month
• Work is irregular
• Cost sensitivity is high

Choose Standard if:

• 5–15 active buyers/month
• You want structure without complexity
• You are not bottlenecked by document review or coordination

Choose Premium if:

• 10+ active buyers
• You review documents frequently
• Coordination is messy or time-consuming
• You want to compress time, not just manage work

Questions to help you decide

1. Where does your time actually go?

• If it is search and organization → Standard may be enough
• If it is reading, translating, coordinating → Premium pays off fast

2. Are you optimizing for cost or throughput?

• Cost → Bundles / Standard
• Throughput → Premium
• You cannot optimize both simultaneously.

3. What breaks first as you scale?

• Portfolio limits → solved by Standard
• Time and attention → only Premium addresses this

Updated on: 10/04/2026