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You said it best: see clients, sign them up, present. That's the highest and best use of your time.
So we take the rest off you. A PropVault that runs your follow ups on its own, and a sourcing team for your established briefs.
Get more out of PropVault now it's just you, and lock in your renewal. Sections 01 to 04, with Decision 1 in section 02.
Right now you're paying for two systems that overlap. GHL is a generic funnel tool that knows nothing about property, and PropVault already does most of what it does, plus the property side.
There's a real chance here to consolidate onto one system and retire GHL over time. One place for every client, one login, and around $300 a month off your overheads for a tool that won't serve you in the long run.
These two are why new leads stay in GHL a little longer.
| Add on | What it does | Cost |
|---|---|---|
| Homesnoop | Full property due diligence: zoning, overlays, easements, flood, bushfire, public housing and building data, right on the property record | $99 + GST a month |
| StackGo | ID checks, integrated via PropVault, with results saved against the client | About $11 AUD per check |
No more jumping between tabs for due diligence and ID checks. Switch either on whenever you're ready.
You've had 2 licences since 29 Oct 2025. From 29 Oct 2026 it's just you, so you drop to 1 seat at a founding member rate.
| 1 licence, from 29 Oct 2026 | Paid up front |
|---|---|
| 12 months, founding member rate | $1,560 + GST |
| 6 months | $1,110 + GST |
| Standard 12 month solo rate, for reference | $1,740 + GST |
Includes the optimisation work in this part, every new feature as it ships, and a direct line to Dineth.
PropVault with full property due diligence built in costs less for the year than GHL does on its own, and GHL knows nothing about property.
| PropVault partner | What you get inside PropVault | Cost |
|---|---|---|
| Homesnoop | Full property due diligence on every property: zoning, overlays, easements, flood, bushfire, public housing and building data. No more separate reports or tabs | $99 + GST a month |
| StackGo | ID checks sent and tracked from the client record, results saved against the client. Only pay when you run one | About $11 AUD per check |
Your next steps, in order. Four things from you, all in week one. We do everything else.
| # | What | Who | By | Done looks like | ✓ |
|---|---|---|---|---|---|
| WEEK 1 · GET THE DATA IN | |||||
| 1 | Send the PropVault AI setup guide and the new onboarding template | Dineth | Mon 28 Sep | In your inbox | |
| 2 | One email of dot points: client name, where they're at. That's it | Bruno | Wed 30 Sep | Every active client has a one line status | |
| 3 | Copy of your client Excel sheet with anything private taken out. Settlement dates, prices and addresses are what we need | Bruno | Wed 30 Sep | We can load past clients in one go | |
| 4 | Tick or change the starter automation list in section 04 | Bruno | Fri 2 Oct | We know what fires, when, and to who | |
| WEEK 2 · WE CLEAN AND BUILD | |||||
| 5 | Clean up: settled deals closed off, the 10 or so clients who paid and ghosted archived, past clients moved to post purchase | PropVault | Fri 9 Oct | Your board only shows live work | |
| 6 | Build your automations and test them on a dummy client | PropVault | Fri 9 Oct | You get a short video showing each one working | |
| 7 | 30 min screen share of your GHL setup | Together | Wk of 5 Oct | We've mapped every GHL job to PropVault or a gap | |
| WEEK 3 · SWITCH ON THE GOOD STUFF | |||||
| 8 | 20 min call to connect PropVault to your Claude or ChatGPT | Together | Wk of 12 Oct | You type "move Viviana to settled" and it happens | |
| 9 | Connect Gmail so agent emails turn into property records automatically | Together | Wk of 12 Oct | Stock from agents shows up in PropVault | |
| 10 | Optional: switch on Homesnoop ($99 + GST a month) and StackGo ID checks (about $11 AUD per check) | Bruno | Your call | Zoning, easements and ID checks without leaving PropVault | |
| WEEK 4 · GHL PLAN AND RENEWAL | |||||
| 11 | Active clients live in PropVault. New leads stay in GHL for now. We agree the date GHL gets switched off | Together | Fri 23 Oct | One written cutover date | |
| 12 | Sign the solo renewal so there's no gap on 29 Oct | Bruno | Mon 26 Oct | 1 licence live to 29 Oct 2027 | |
WhatsApp sync is nearly done and works best on WhatsApp Business. Worth moving your client chats across when you're ready, no rush.
Built from what you told us. Cross out what you don't want, add what's missing, send it back.
| When this happens | Timing | What goes out | To | Keep? |
|---|---|---|---|---|
| Purchase moves to settled | Same day | Congrats email plus a Google review ask | Client | |
| Settled | +3 months | Reminder: run an appraisal on Hotspotting or RP Data, check their equity | Bruno | |
| Settled | +3 months | Portfolio pulse email with a link to book a catch up | Client | |
| Settled | Every 3 months after | Repeat both of the above, forever, without you touching it | Both | |
| Settled | +12 months | Anniversary equity review plus a referral ask | Client | |
| New build hits a stage (slab, frame, lock up, handover) | Same day | Short SMS update so they're not chasing you | Client | |
| Settlement date coming up | 7 days before | Checklist reminder | Client + Bruno | |
| Client stuck in one stage | 30 days no movement | Nudge to you so nobody goes quiet on the board | Bruno |
Start semi automated and we push it further once you trust it. Every email and SMS uses your wording.
A sourcing team for your established briefs, working alongside you. Sections 05 to 09, with Decision 2 in section 09.
We do the legwork. Established houses, $400k to $1M+, anywhere the brief takes us. The client only ever deals with you.
Client signed, brief sent to us
Questions back to you inside 24 hours
Listed and off market, due diligence, scored against the brief
A custom shortlist and report per property, built by us
Client picks their top two
Melbourne: 3 per brief included. Regional VIC: $400 + GST each
We lead, in consultation with you, every offer logged
You take it through to settlement
Fee earnedCustom work we produce for every brief, sitting alongside your PropVault. This is a real shortlist from one of ours: every candidate scored against the brief, costed, planning checked, with a full report behind each one. You present it, your client sees the work.
You paid $3,000 a deal before. This costs $1,250 more, and it's a different service.
| One person sourcing | PropVault Sourcing Assist | |
|---|---|---|
| Fee per deal | $3,000 | $4,250 + GST |
| Who's on it | One person | Our team, with PropVault behind it |
| How properties reach you | Links and messages | A custom scored shortlist, built for each brief |
| Checked against the brief | Case by case | Every property, 75% match minimum |
| Due diligence | Done separately | Zoning, overlays and easements built in |
| What your client sees | Whatever you put together | A presentation ready report per property |
| Negotiation | Handed off | We lead, in consultation with you |
For that you get a team instead of a person, due diligence you'd otherwise do yourself, and a shortlist that sells the next step to your client for you.
| We do | We don't |
|---|---|
| Established houses | New builds or off the plan |
| Sourcing, listed and off market | Promise off markets |
| Due diligence on every property | Building and pest (client pays a local inspector) |
| Lead negotiations, in consultation with you | Client calls, meetings or updates |
| In person inspections in Melbourne and regional VIC | Unlimited inspections, or in person interstate |
| Log every offer and update in your PropVault | Finance, legal or tax advice |
| Where | Included per brief | Each extra one |
|---|---|---|
| Melbourne metro | 3 in person | $250 + GST |
| Regional VIC | Not included in the fee | $400 + GST per inspection, covers travel |
| Interstate | Local inspector or PM booked by us | Client pays them direct |
Every property is scored against the brief. If it doesn't hit 75%, you never see it.
One fixed fee per deal. Half when the brief goes live, half on unconditional contract.
| Per deal | Amount |
|---|---|
| When the brief goes live | $2,125 + GST |
| On unconditional contract | $2,125 + GST |
| Total per deal | $4,250 + GST |
| If you pull a brief | $2,500 + GST total |
| Established deals a month | 1 | 2 | 3 |
|---|---|---|---|
| Your fees in (at your $15k median) | $15,000 | $30,000 | $45,000 |
| Sourcing Assist (ex GST) | $4,250 | $8,500 | $12,750 |
| Kept by you, no salary, no super, no quiet months to carry | $10,750 | $21,500 | $32,250 |
All PropVault prices on this page are ex GST. $15k is your median fee across 40 deals in PropVault. The first half is invoiced when the brief goes live, the second half on unconditional contract. A deal that falls over before unconditional costs you nothing beyond the first half.
What happens each week once you say yes to both.
| Week | PropVault Optimisation & Renewal | PropVault Sourcing Assist |
|---|---|---|
| Week 1from 28 Sep | You send the dot points, client sheet and automation ticks | Your 2 open briefs come to us, brief check back to you inside 24 hours |
| Week 2from 5 Oct | We clean up your records and build your automations | First shortlists land with you |
| Week 3from 12 Oct | PropVault connected to your Claude or ChatGPT, plus Gmail | New matches each week, you present to your clients |
| Week 4from 19 Oct | GHL walkthrough, retirement date agreed | Inspections and negotiations start |
| Weeks 5 to 7from 26 Oct | Licence renews on 29 Oct. Automations running, we fine tune as you go | Negotiating through to contract |
| Week 8from 16 Nov | We sit down together, look at the numbers on both, and decide what's next | |
You've been with us since the early days, so this one's personal. We'd rather do your sourcing than see you hand it to someone you don't know.
12 months, just you, $1,560 + GST paid up front
On your 2 open briefs