Frequently Asked Questions


How many transactions can I have automated per month?

For our Automated Plan clients, we have a general rule of 5 property transactions and 2 loan transactions per property per month. However we understand that sometimes it might be slightly more, or slightly less, so your unused transactions can roll over to the next month


I am a new customer, can I enter transactions older than 30 days from my subscription start date?

Our system will detect that you are entering transactions that are older than 30 days from your subscription start date. For backdated transactions and reports older than 30 days from your subscription date we charge 2x the monthly fee of each month that you require.


I am an automated client and I forgot to send my transactions which are now older than 30 days

We require our Automated plan clients to send transactions for us to enter within 30 days of the transaction date. For backdated transactions older than 30 days we charge 2x the monthly fee of each month that you require.


Can I enter as many DIY transactions as I want myself?

Yes - you can enter an unlimited number of DIY transactions yourself. You don't have to use our automated data entry process if you do not want - it is completely optional.


How secure is my data? Is it safe?

Your property data is very sensitive, so we take extreme measures to ensure that our security is better than most banks provide. We use 256 bit encryption, 2-factor authentication and offsite encrypted storage to ensure the safety of your data.


Can I Generate Tax and Finance Reports?

Yes, you can download detailed summaries of your properties and portfolio to submit to your accountant or mortgage broker.


So what are you waiting for?

Sign up for a free trial and start managing your property portfolio today!