From client goals to buying roadmap
Turn client goals into an adviser-approved property strategy.
Structure discovery, buying objectives, risk and property requirements in one governed workflow — then connect the strategy to PropIQ evidence and the next acquisition action.
Buying roadmap
Client strategy · adviser view
Strategy position
Balanced growth with controlled cashflow pressure.
Illustrative adviser summary. Strategy records the rationale and recommendation; it does not invent the underlying financial calculations.
Objective
Balanced growth + cashflow
Budget
Confirmed from governed client context
Market criteria
Growth, rental, supply, risk
Property requirements
Family demand · target budget · defined buy box
Recommendation
Pending adviser approval
The adviser workflow
A visible reasoning process from discovery to recommendation.
The system keeps the client's objective, evidence, judgement and next action connected in one record.
Discover
Capture the client relationship, goals, time horizon and buying objective.
Position
Understand current circumstances, constraints and governed portfolio context.
Risk & requirements
Record risk profile, non-negotiables, property preferences and acquisition constraints.
Property intelligence
Request PropIQ evidence and calculations without recreating financial logic inside Strategy.
Adviser recommendation
Review evidence, record professional judgement and control what becomes client-visible.
Buying roadmap
Turn the approved strategy into clear next actions and a governed path to acquisition.
Two experiences, one strategy record
Clients see guidance and approved outputs. Advisers see the full decision workspace.
Investor / client experience
Guided, focused and intentionally narrower.
- — Goals, buying objective, constraints and property requirements
- — Guided intake and strategy-preference capture
- — PropIQ evidence and approved property intelligence where entitled
- — Buying Roadmap and client-facing recommendation after required approval
- — Next actions and later transaction/owner portal links when relevant
Internal adviser notes, draft recommendations and business operations are not exposed as the client experience.
Adviser / agency experience
Full strategy orchestration and professional control.
- — Client list, intake, strategy sessions and follow-up workflow
- — AI-assisted discovery organisation, gap detection and drafting
- — PropIQ evidence and calculation references inside the strategy
- — Recommendation review, approval, publication and report history
- — Cross-app next actions into PropIQ, Transaction OS and Rental OS
The adviser remains accountable for what becomes a client-facing recommendation.
AI-assisted strategy intelligence
AI accelerates the work. The adviser remains accountable.
Strategy Engine uses AI to organise information, surface gaps and prepare decision material — while PropIQ remains the source for governed property evidence and deterministic calculations.
Structure discovery
Organise client goals, constraints, priorities and notes into a consistent strategy record.
Surface gaps & conflicts
Highlight missing information, competing objectives and assumptions that need adviser attention.
Connect PropIQ evidence
Bring relevant market, property and portfolio evidence into the strategy without duplicating calculation logic.
Prepare recommendation drafts
Draft rationale, options and next actions for adviser review — never auto-approve a client recommendation.
AI does not approve recommendations, replace professional judgement, or become the authority for borrowing, cashflow, portfolio or property calculations.
Clean product boundaries
The app that coordinates the decision should not pretend to own every calculation.
Owns
Strategy Engine
Discovery, objectives, constraints, buying requirements, roadmap and adviser recommendation.
Owns
PropIQ
Suburb/property intelligence, cashflow, serviceability, portfolio calculations and decision evidence.
Owns
Transaction OS
Offer, due diligence, finance, documents, compliance and settlement execution.
Human accountability
The adviser owns the recommendation.
AI can accelerate preparation and evidence synthesis, but client-facing recommendations and reports remain approval-controlled, with the reasoning and next actions retained as part of the strategy record.