Stop losing investors to competitors.
Own the relationship.
Right now, one of your investors is being called by a competitor who knows more about their portfolio than you do.
My Property Organiser gives you backend visibility of every investor you work with. See who has equity available, who is ready to buy again and who is approaching a refinancing window. Be the agent who calls first.
Trusted by leading agents, brokers and professional partners across the UK
What changes when your agency
uses My Property Organiser
Make it easier for your team
to pick up the phone.
When your team knows exactly who to call, why to call them and what to say, every conversation becomes more purposeful. My Property Organiser gives every broker on your team the context they need to strengthen client relationships, spot new opportunities and turn one-time buyers into repeat investors.
Individual access.
Team-wide intelligence.
Every broker logs in to their own view of their investor base. See engagement scores, activity sessions and last-active dates. Know which clients are warm and which need attention before you even pick up the phone.
Filter your
top investors.
Sort your investor book by net worth, portfolio size, engagement score or equity availability. Know exactly who is ready to act before you pick up the phone. Every call is backed by real data, not a hunch.
Build long-term relationships
that generate repeat business.
Investors who see their portfolio growing inside your branded platform associate that progress with your agency. When they are ready to buy again, refinance or expand, you are the first call they make. That is how one sale becomes five.
Know when your clients
are ready to act.
Through your branded platform, every investor's portfolio is laid out in full. Total properties, estimated value, portfolio ROI, average occupancy and a complete property summary showing purchase price, current value, equity, yield and style of let across every single asset they hold.
Future-proof
your entire agency.
Everything your agency needs to become irreplaceable, from AI intelligence to team management to investor engagement tools.
Become impossible to replace
The agencies growing fastest in 2026 are not the ones spending the most on leads. They are the ones who built something their competitors cannot replicate a permanent seat inside their investors' financial lives.
Making Tax Digital has created four annual touchpoints every investor must fulfil. With My Property Organiser, those touchpoints happen inside your branded platform. Your name is the first thing they see at every deadline, every alert, every insight.
How agents make more
money with My Property Organiser.
My Property Organiser is a direct revenue generator for the agencies that deploy it with intent. Here is exactly how the numbers stack up.
Book a free strategy session. We will map your current client base against platform revenue potential in 30 minutes.
Transparent agent plans.
No hidden fees. All plans include onboarding support and a dedicated setup call. Book a demo and we will walk through the right fit for your agency.
One deal pays for
the whole year.
With backend visibility of your investors' portfolios, you see who has equity available, who is approaching a buying window and who is ready to transact. Enter your numbers to see how many deals that visibility is worth to your agency.
With backend visibility you know which investors have available equity, who is approaching a refinancing window and who is ready to buy again. You make the call at the right moment not when they have already gone elsewhere.
Your investors.
Their data.
Your advantage.
Give your agency the platform that turns portfolio visibility into recurring revenue. No hidden fees. Onboarding support included on every plan.
Want to see how much more your agency could earn? Try the agency ROI calculator.
Book a free agent demo
We'll walk you through the platform and show you exactly how it works for your agency and your investors.