On this page
Where property investment operations break
- Investor enquiries wait. Serious investors expect a quick reply from someone who knows the deal, and what ends up happening is the enquiry sits in an inbox until someone has time.
- Every deal lives somewhere different. Documents in email, progress in a spreadsheet, chats on WhatsApp, and the full picture in one person's head.
- Agreements and payments happen in the wrong order. Money comes in before the paperwork is signed, or the signed paperwork can't be found when you need it.
- Delivery is hard to keep track of. Sourcing, buying, legal work, refurbishment and handover each have different people and deadlines.
- Investors chase you for updates because there's nowhere they can check for themselves.
What the system includes
A public funnel that checks investors
Landing pages and a few questions that sort serious investors from people who are just interested. It all goes straight into your CRM, so every enquiry has an owner and a next step.
An internal command centre
One place where your team sees clients, deals and tasks, with reminders, so nothing relies on someone remembering.
Investor and deal workspaces
Each investor sees their own deals, documents and progress, and nothing else. It's the same idea as a client portal, built around the stages of a property deal.
Agreement before payment
The payment step won't open until the right agreement is signed. So the paperwork always comes first and the money second.
Documents, reminders and audit history
Every document is saved against its deal, reminders go out before deadlines, and there's a record of who did what and when.
A person signs off where it matters
Anything to do with financial promotions, or a decision the AI suggests, waits for a person to approve it before it goes out.
Case study: MRM Group
MRM Group is a UK property development and investment company. They wanted a more hands-off way to bring in, check and manage investors, while keeping a long process on track, from sourcing and buying through legal work, refurbishment and handover.
We built them a public funnel connected to their CRM and a logged-in command centre for clients, deals and tasks. Then client and deal workspaces where the agreement comes before payment, with document handling, task workflows, reminders, a full history and reports on how things are running.
Read the full MRM Group case study.
Why financial promotion rules shape the build
In the UK, marketing property investments can fall under financial promotion rules, depending on what you're offering and who to. The system can't make that call for you. What it can do is make sure nothing goes out until the right person approves it, keep a record of what was sent and when, and make it easy to show your process if anyone ever asks. Get advice from a qualified compliance professional on what applies to you.
Where to start
Most property businesses start with whatever's causing the most chasing:
- Catching and checking enquiries if investors are slipping through.
- Deal workspaces if investors keep asking for updates and documents.
- The internal command centre if the team keeps losing track of deal stages and deadlines.
You can build any one of them first and join them up later. Our property industry page covers the rest of what we build, including lettings and maintenance workflows.
When is a custom system not the right choice?
If you do a handful of deals a year and one person can keep on top of all of them, a tidy CRM and a shared folder will do the job. Same if the CRM you already pay for fits how you work without spreadsheets on the side.
And wait if the way you package and sell deals is still changing month to month. Sort the process out first. A system built around something that keeps moving has to be rebuilt, and that costs more than waiting. That's why our approach starts with an audit. It tells you whether a build is worth it before you pay for one.
Frequently asked questions
Can investors log in to see their own deals?
Yes. Each investor gets their own workspace that only shows their deals, documents and progress.
Does it work with our existing CRM?
It can plug into the CRM you use now, or come with a new one. MRM's public funnel was connected to GoHighLevel.
How do you handle sensitive documents?
Documents are kept in your own accounts, people only see what their role allows, and every action is logged in a history.
How much does it cost?
Projects start at £4,500 for a focused first stage. A full system with the funnel, command centre and investor workspaces usually lands in our top band, £20,000 to £30,000 or more. You get a written scope and price before anything is built.
How long does it take?
From three weeks for a focused first stage to around three months for a full system. It depends on the scope and the integrations.
What happens to our existing investor data?
We check what your current system can export and move it across before you switch. Each record keeps its original ID, so we can run the import again without making duplicates. Both systems can run side by side until the numbers match.