How to Handle Off-Market Properties in PropWise

TL;DR

When to use this

Use this workflow when you’re working with properties that are not publicly listed, such as:

• Private seller connections
• Developer inventory not yet released
• Word-of-mouth or investor deals
• Quiet luxury or sensitive transactions

If the property doesn’t exist on a public portal or MLS, this is the correct path.

Step-by-step instructions

Option 1 — Manual Property Creation (Best for true off-market deals)

1. Go to your Portfolio.
2. Click + Create Listing.
3. Choose Manual Entry.
4. Enter the core property details: approximate location, Price or price range, Property type and size, Short description (neutral, factual)
5. Upload available assets (ONLY AFTER when you client signs NDA): Floor plans, Photos or renders, PDFs or pitch decks (if allowed)
6. Save the listing.

Result:

The off-market property is now treated like any other listing—organized, comparable, and shareable.

Option 2 — Controlled Disclosure via Notes & Documents (Best for sensitive sources)

1. Add the property via Manual Entry (as above).
2. Use Private Notes to record:

• • Seller identity
  • Source of the deal
  • Negotiation constraints
  • Internal risk flags

3. Upload sensitive documents only if needed.

Result:

You preserve institutional memory without exposing leverage or relationships.

Option 3 — Portfolio-First Teasing (Best for early validation)

1. Add a light version of the property:

• • Approximate location
  • High-level description
  • “Off-market opportunity” label

2. Share the portfolio with the buyer.
3. Use buyer feedback to decide:

• • Whether to unlock full details
  • Whether to proceed at all

Result:

You test buyer intent before spending political or social capital.

Common issues & tips

• Over-sharing too early

→ Keep seller identity and pricing flexibility in private notes until intent is confirmed.

• Messy comparisons

→ Standardize descriptions so off-market properties are comparable to listed ones.

• Forgetting context later

→ Always log why the property exists and how it was sourced. Future-you will thank you.

• Performance note

→ Off-market listings are first-class citizens in PropWise—no feature loss, no second-rate handling.

Strategic reality check

• Off-market deals are trust assets, not inventory.
• If they live in WhatsApp, they don’t exist.
• If they live only in your head, they will be mishandled.

PropWise forces discipline: structure first, discretion second, speed always.

Related articles

• How to Add Properties to a Portfolio
• How to Use Private Notes Effectively
• How to Share a Portfolio Securely
• Portfolio Management Best Practices

Updated on: 03/02/2026