Coast Property Buyers×PropVaultPropVault
Coast Property Buyers×PropVault
Tamara, Jase and Tiana Maroochydore Following our call, 14 August

You wrote us a brief.
This is the answer,
screen by screen.

Every slide from here puts what you do today, in the tools you actually use, next to the same job in PropVault. Nothing on the left is invented.

We read the email properly

Eleven things you asked to see.
Every one has a slide.

From Tamara, 13 August. If we have missed one, say so and we will open it now.

Your biggest question, answered first

“How does PropVault work alongside monday.com?”

PropVault replaces

  • The client journey board and its stage tracking
  • The off market boards and the duplicating between them
  • Property records, due diligence and the shortlist
  • The client facing view of their own purchase
  • Your settlement spreadsheet and the date chasing

PropVault complements

  • RP Data, council and town planners stay where they are
  • Securexchange stays until you want ID on the record instead
  • Outlook and OneDrive stay. Documents land where you keep them
  • Xero stays your ledger. PropVault stops the double keying into Excel
  • Go High Level keeps running the Magic of Marketing campaign

Do you enter anything twice?

  • No. One record per client, one per property, one per purchase
  • The client sees a view of that record, not a second copy
  • Commission is calculated from the settled purchase, not retyped
  • Documents generate from your templates, they are not rebuilt
  • If we ever ask you to type something twice, we have failed

Monday stays open for as long as you want it. You do not turn anything off on day one.

What we heard

Your words, not our pitch.

If any of this is wrong, stop us here and we will change the rest as we go.

You have already run this experiment

Every platform you tried failed
the same test.

HubSpot
Trialled before Monday. Built for sales teams, not a buyer journey.
Too confusing
Salesforce
Everything is possible, which is the problem. Nobody in the team would drive it.
Too confusing
Zoho
Another CRM shape forced onto a buyers agency workflow.
Too confusing
BA Icon
Purpose built, and you liked the link that populates a property. The dashboard was the problem.
Too complex, too dear
monday.com
The one that stuck, because a client learns it in half an hour and a principal in his sixties will actually use it. Three years of workflow built on it.
Passed the test
So this is the test PropVault has to pass, before anything else.

A client onboarded in one 20 minute call. A buyers agent in his sixties opening it on Monday morning without being taught twice. If a screen needs explaining a second time, it is our fault and we change it that week.

Your journey, in your words

Nine stages. One record.
Both sides of it.

Now walk it with us

Seven moments.
One connected workflow.

350
off markets, held by hand
5
tools one client passes through
25
manual steps between them
34hrs
back, every month
This is the part features cannot show you

It is one connected workflow.
That is the whole product.

25
manual steps taken out of one purchase
5to 1
systems a client passes through
0
things entered a second time
“Automation is probably the big opportunity for us”

Move a client one stage.
Twenty seven things happen.

27
actions fire across the nine stages, without anyone remembering them
9
triggers, one per stage, switched on with you one at a time
0
of them fire until you have asked for them
Your numbers, live

Move the sliders. It is your business.

20
350
6
$75
Where the time goesNowAfterBack
34
hours back a month
worth $2,523 of team time, or $30,277 a year

How to check us

Do not take our numbers.
Take the stopwatch.

Tiana, next time an off market lands in the inbox, time yourself getting it onto a board. Then time the same property in PropVault, with your own data already migrated. That one comparison is worth more than this whole deck.

No overselling

What PropVault does today, and what is coming.

We would rather put something in the last column than promise it on a call and miss it in month three.

Roll out plan

Nothing switched off, and the timeline can be expedited.

Twelve weeks is a guide, not a deadline. Move faster if your team is ready to push the transformation project.

Nothing is switched off by us. You move each piece across when you are ready.

Investment, indicative and shaped together

Platform, onboarding and advisory.

PropVault, whole of business6 seats at $115 a month $690 / mo
Advisory and operating rhythmfortnightly, then monthly, with quarterly reviews $500 / mo
Onboarding, migration and buildone off, before you go live $2,000
Year one, all in$1,190 a month plus onboarding $16,280
1.9x
recovered time against year one
$30,277
of team time back, on your own numbers

How often we meet

Once a fortnight for the first three months, while it beds in. Once a month after that. Plus a 90 minute business review each quarter.

19 calls in year one 4 quarterly reviews WhatsApp in between

Weekly releases. When you tell us something is missing it goes in the queue that week.

What happens next

Say go, and your first client runs live in four weeks.

01

You give us the nod

This week
02

We migrate and build it

Weeks 1 to 3
03

One live client, both systems

Week 4

Give us a date and we will be there.

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