How Does it Work?
Property Fox automates long-term mortgage planning and client nurturing
Property Fox Maps the Ownership Journey: Automatically calculate all remaining mortgage terms to create a personalized Homeownership Plan for your clients, showing the total projected cost of ownership for each property. This helps you and your clients see their full financial picture from day one.
Property Fox Builds Engagement Plans: Display each plan as a dynamic timeline that you can easily use to illustrate and adjust to your clients' unique needs. Your recommendations, show timing and financial benefits, and they appear instantly and can be locked in for your client.
Homeownership is a journey, not just a transaction. At Property Fox, we're committed to providing the long-term support and tailored guidance you deserve every step of the way.
Property Fox automates long-term mortgage planning and client nurturing for Canadian brokers. We create personalized Homeownership Plans, displaying costs and recommendations on dynamic timelines. This eliminates content creation, as we automatically generate targeted nurture campaigns and provide client-specific updates, keeping your clients engaged.
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The Homeownership Snapshot
Want to see it in action?
Automated Personalized Campaigns: No more writing marketing content - automatically generate personalized nurture campaigns. The more you add to a client's plan, the more targeted and relevant automated communications you have available, effortlessly keeping your clients engaged.
Keep your Clients Informed: Atomatically keep your clients updated on their plan progress with client-specific emails and reports. Alert them to the impact of market changes (like Bank of Canada rate adjustments) and reminders of important events you've planned together, ensuring they're always in the loop.
Stay Engaged Through all Changes: A client's homeownership journey often involves changes like new lenders, mortgage types, balance adjustments, or even changes to their professional team. Now you can easily incorporate these adjustments into their plan, giving them a compelling reason to stick with you, even when everything else changes.
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The Property Fox Dashboard
At only $49/month and the first two weeks FREE, you can try it now and quickly see how you can keep winning repeat mortgage deals affordably and with ease.
Why our customers love
Property Fox helps me take on a stronger advisory role with my clients by showing them how their mortgage is performing and what refinancing options might be worth considering. The clear comparisons and insights make it easier to guide them through decisions on what’s likely their biggest investment. It’s a great tool for providing clarity and building trust.
Joe T.
~ The Mortgage Trail
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Everything in this system is incredible! The data really helps clients make decisions.
Stephen Green
~ The Financial Collective
Matt Parker
~ The Mortgage Group
Mike Lloyd
~ HomeHappy Team
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For years, we wasted countless hours and resources trying to manually calculate penalties and client savings to find refinance opportunities from our database. Property Fox automatically does the time-consuming math for us daily and sends us a list of leads so we can focus on closing deals. Whether you are a new or experienced broker, Property Fox will make you more money.
Using Property Fox as part of your Client Mortgage Management system means you not only look professional, you are professional. Clients will see you in a whole new light, not just a mortgage processor, but an advice expert on their biggest asset. That is critical to changing the relationship... thank you Property Fox for making it a reality.
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Deliver meaningful insights on market changes directly impacting your client's finances, while your competitors send generic seasonal updates.
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Stop Missing Out! Boost Renewals & Grow Your Business with Property Fox
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Mortgage renewals outpace new mortgages every year, providing a consistent growth opportunity for brokers. However, lenders dominate 90% of renewals by making it easy for borrowers to renew directly, cutting brokers out of a major revenue source.
Property Fox helps Canadian Mortgage Brokers reclaim these opportunities. Identify refinancing prospects - whether past or new clients - and enhance client connections to drive referrals, and streamlines your workload. Be empowered to grow your business efficiently.
Simple Connections
Property Fox imports data from leading origination systems so you can get to work finding more opportunities right away. We support Zendesk too!
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All logos and trademarks displayed are the property of their respective owners. Their use does not imply any affiliation with or endorsement by them.
Your Data is Safe: We're built on AWS's SOC-certified infrastructure, utilizing the very same enterprise security controls trusted by Fortune 500 companies. Operating in a SOC-compliant environment, we meet rigorous industry standards for data protection and operational security. Our use of OAuth 2.0, a leading industry standard, further guarantees your data is protected and your access is secure, all without compromising convenience.
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