Smart portfolio management solutions that elevate your mortgage solutions

Extract more insight and manage risk more proactively with PropTrack’s Portfolio Management solution

Save time and be more proactive

Dynamic LVR analysis

Use PropTrack’s leading AVM to instantly understand the value of your book and the underlying assets.

Use this to assist with Dynamic LVR assessments and as a leading indicator to help identify targets for re-finance savings.

Movers lists

Know when a property hits realestate.com.au and proactively help your clients manage their next move while managing your risk profile efficiently. 

Proactive marketing

Using PropTrack’s suite of Propensity Models, you can plan and execute more personalised marketing campaigns that increase engagement and ultimately your retention.

Manage your customer address list

Simplify your customer data management in your portfolio with movers alerts that help you identify when your customer’s information may be about to change. Limit the need continually re-compile your book and gather compelling insights on your customers before they move.

Advanced control over your portfolio

PropTrack Portfolio uses our trusted Automated Valuation Model (AVM) to let you confidently perform a complete revaluation of your property assets as a batch or individually, as you need, to assess risk easier in segments of your portfolio.

 

The flexibility you need for multiple property revaluations

Portfolio’s easy-to-use functionality lets you perform a revaluation across your property assets. It does this by:

  • Geocoding and valuing each record on file
  • Notifying you via email when each job has successfully completed
  • Letting you purchase additional services and add them to your batch result processes
  • Allowing you to group results by Statistical Local Area (SLA), postcode or by individual security needs
  • Providing unmatched, bank-level security

Request a demo

A PropTrack advisor will call you back to organise an demonstration

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