Step #1: click the "Get Started" button in the menu and fill in your details.

Step #2: When you first log in, you’ll need to decide if you want to upload your historic mortgage portfolio data in bulk, or start fresh by entering new deals as they come in.

TIP: Maximize value by uploading your existing data so we can start monitoring immediately and uncover those buried opportunities! You'll only need to do this once.

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Step #3: take a few minutes each time you get a new mortgage deal to enter the details and hit save.

You'll never have to re-enter data and you can come back and run scenarios anytime your clients call.

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

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!

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

1. Enter them individually as they come in.
   

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.

Currently, there is no charge for this service - it's included!

You will need to create a .CSV or .XLS file with the fields listed and then drop it in the designated file upload area. The Property Fox team will securely receive it, and then add them to your deals list for you.

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.

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.

Once we receive and verify your file, 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.

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

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.

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 for assistance.

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