Comprehensive guidance for PropInvest Pro - Property Investment Forecasting Platform
PropInvest Pro is a comprehensive property investment forecasting platform designed for financial professionals, property investors, and consultants. Our platform provides advanced analytics, professional CRM tools, and detailed reporting capabilities.
Advanced financial tools for property investment analysis
Complete client relationship management system
Track and optimize your investment portfolio
Professional analytics and export capabilities
New to PropInvest Pro? Start with our Getting Started guide to learn how to navigate the platform and make the most of our powerful tools.
Welcome to PropInvest Pro! This guide will help you get started with our platform.
The main navigation is located at the top of every page:
To explore the platform features, you can use these sample values:
Our suite of 13 professional calculators provides comprehensive property investment analysis capabilities.
Calculate your maximum loan amount based on income, expenses, and serviceability requirements.
Calculate monthly, fortnightly, and weekly repayment amounts for different loan types.
Model rental property cash flow including all income and expenses.
Calculate available equity in your properties for refinancing or investment purposes.
Determine the maximum property price you can afford including all costs.
Generate detailed repayment schedules with principal and interest breakdowns.
Calculate the impact of offset accounts on loan interest and term reduction.
Analyze the benefits of refinancing with different rates or loan terms.
Project property value growth and equity buildup over time.
Determine readiness for your next property investment purchase.
Comprehensive cash flow analysis including tax implications and deductions.
Long-term wealth accumulation projections based on property investments.
Advanced tool for comparing multiple investment scenarios and outcomes.
PropInvest Pro includes a comprehensive CRM system with 5 professional modules designed for property investment consultants.
Track and nurture potential clients through the sales funnel.
Schedule and manage client strategy consultation calls.
Organize and document client meetings with comprehensive tracking.
Provide clients with access to their portfolio information and reports.
Visual pipeline management with drag-and-drop functionality.
Track and optimize your property investment portfolio with comprehensive analytics and performance monitoring.
High-level view of your entire investment portfolio performance.
Detailed analysis of individual property performance.
Track equity positions and identify opportunities.
Analyze portfolio risks and diversification.
Generate professional reports and export data for presentations, client meetings, and compliance.
Professional reports for client presentations and reviews.
Comprehensive analysis reports for strategic planning.
Multiple export formats for different purposes.
Share reports securely with clients and colleagues.
To calculate your borrowing capacity:
The calculator considers banks' serviceability criteria, including:
For an accurate cash flow analysis, gather the following information:
The calculator will provide both before-tax and after-tax cash flow scenarios, helping you understand the complete financial picture.
Our calculators use industry-standard formulas and bank-accepted calculations to ensure high accuracy:
While our calculators are highly accurate, they should be used as guidance. Always consult with qualified financial advisors for investment decisions and verify results with actual lenders before making commitments.
The CRM system is designed for comprehensive client relationship management:
Yes, you can export data in multiple formats:
The Portfolio section provides comprehensive tracking:
Regular portfolio reviews help identify opportunities for optimization and expansion.
PropInvest Pro supports all modern browsers:
For the best experience, we recommend using the latest version of Chrome or Firefox. Always keep your browser updated for optimal security and performance.
Several secure options are available for sharing information with clients:
Always follow your privacy policy and data protection obligations when sharing client information.
Yes, the calculators are highly customizable for various scenarios:
Save different scenarios for comparison and client presentation purposes.
Multiple support channels are available:
Before contacting support, try searching this help section or reviewing the troubleshooting guide. Most common questions are answered here.
Symptoms: Calculator page appears blank or shows loading error
Solutions:
Symptoms: Calculator shows zero results or error messages
Solutions:
Symptoms: Pages load slowly or calculators take time to update
Solutions:
Symptoms: Cannot export data or print reports properly
Solutions:
Symptoms: Menu items not working or page navigation issues
Solutions:
Internet Explorer is not fully supported. Please use Chrome, Firefox, Safari, or Edge for the best experience.
If Safari blocks downloads, go to Preferences > Security > Allow downloads from websites.
Ad blockers or script blockers may interfere with functionality. Disable extensions temporarily to test.
If you've tried these solutions and still experience issues, please contact our support team with details about:
Technical Support: support@propinvestpro.com
Phone: 1300 PROP INVEST (1300 776 746)
Business Hours: Monday - Friday, 9:00 AM - 6:00 PM AEST
Response Time: Within 24 hours during business days
Calculator errors, browser problems, loading issues, and functionality bugs.
Login problems, password resets, account access, and subscription inquiries.
Suggestions for new calculators, CRM features, or platform enhancements.
Questions about using features, best practices, and platform training.
We value your feedback to continuously improve PropInvest Pro. Please let us know about:
Need personalized training or custom analysis? Our professional services team can help.
Email: professional@propinvestpro.com
Phone: 1300 PROP INVEST
Website: www.propinvestpro.com/professional-services