Question 1

How do I get started with Property Fox?

Accepted Answer

Step #1: Create an account. If you are with a sponsored brokerage your look for or request your invitation link from your company administrator. If you're buying an account for yourself, pick the plan that's right for you and get started today!
 
Step #2: When you first log in, you’ll need to get some data into the system. If your submission system supports it you'll be able connect it in the Integrations section. If your system isn't on the list yet, no problem! We can take in your data by CSV. Our team is standing by to help you with that and there is no charge for data upload assistance.
 
TIP: Maximize value by uploading your existing data so we can start monitoring immediately and uncover those buried opportunities! You'll only need to connect your data source once.
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Step #3: Configure your deal settings. Active Opportunity Identification needs those deal settings to help find you deals. 
 
You'll never have to re-enter data and you can come back and run scenarios anytime your clients call. Your client data is kept up to date for you.

Question 2

How can we begin the signup process?

Accepted Answer

To get started, simply visit our website at www.propertyfox.ai (http://www.propertyfox.ai/)and click on "Get Started" in the menu. Alternatively, you can register directly on the app by visiting www.propertyfox.app.(http://www.propertyfox.app/)

Question 3

How do I login to Property Fox if I already have an account?

Accepted Answer

Simply select Login in the menu of the Property Fox website. Enter your email and password and select the Login link and voila, you are in!

Question 4

How can we initially input mortgage deals into Property Fox, and is there an extra charge for this?

Accepted Answer

You have four options for inputting your deals into Property Fox:

1. Use the integrations setup to connect your submission system to Property Fox
2. Use the "Submit Multiple Deals" feature, located by clicking on your name at the top right. This option provides instructions on securely sending us your file for assistance with uploading. To do this, you'll need to create a .CSV or .XLS file with the fields listed and then drop it in the designated area. The Property Fox team will then add your historic deals for you.
3. Enter them individually as they come in.
4. Use Lead Capture to have deals automatically entered into your system by your referral partners or potential customers.

If you need help we're here for you! There are no charges for data upload assistance so don't be shy to ask for help.

Question 5

What file format should be used to send my data in bulk?

Accepted Answer

You will need to create a .CSV with the fields listed and then drop it in the designated file upload area.

If you're sending us data the Property Fox team will securely receive it, and then add them to your deals list for you.

Question 6

How do I sign up for Property Fox updates so I don't miss anything?

Accepted Answer

Simply visit the Property Fox website footer and enter your email address to the sign up box, select the checkboxes with your agreement, and hit Submit .  You can unsubscribe at any time.

Question 7

Can my data come from any CRM? If not, specify which CRMs.

Accepted Answer

Property Fox can accept any .CSV or .XLS file you provide it, so it doesn’t matter what CRM you are using. Since most CRM’s are polluted with incomplete data, it’s best to download the file of your data and then securely transmit it to us. Our team will take care of any clean up and will load the quality data into the system for monitoring. After that, you can add individual deals in anytime you’d like.

There are other methods for adding data in from your CRM system, but it's best to ask our team for help. Most people think that their CRM data is complete, but in reality that usually not the case. This is because CRM systems don't natively use this data for performing complex calculations or analysis, so they don't enforce strong data integrity rules. Don't fear though, we'll help you get the most out of whatever data you have.

Question 8

How long will it take to get my data bulk uploaded to Property Fox?

Accepted Answer

If you're using the data integration or doing a CSV upload yourself, your data will be up right after it's connected. That means you'll be finding opportunities literally in minutes after you're done.

If you're sending us data, we can usually have your data up in one or two business days. That time might change depending on the volume of new accounts we are opening at that time. Each case is unique.

Just do us one favour - please don't go to any work "pre-cleaning" your data. That's extra work that we can take care of for you.

Question 9

What information do I need to provide to create an account?

Accepted Answer

When you sign up, you'll be prompted to enter your first and last name, contact number, and an optional company name. Unless it's a sponsored Brokerage account, you'll also need to provide credit card details to complete the registration process.

Question 10

What fields do I need to include in my .CSV or .XLS file to upload all of my deals at once?

Accepted Answer

The required fields for uploading all of your deals at once are: Mortgage Balance, Interest Adjustment Date, Rate, Loan Type, Term, Amortization, Payment Frequency, Lender and File Reference Number. This is subject to change as the product evolves.

Question 11

I've signed up, but I haven't received a confirmation email. What should I do?

Accepted Answer

If you haven't received a confirmation email, please check your spam folder. If you still can't find it, please contact the Property Fox team (https://www.propertyfox.ai/contact-us)for assistance.

Question 12

Can I change my credit card details once I've added them?

Accepted Answer

Yes, you can change your credit card details at any time by logging into your account and going to your account settings.