Your AI assistant for smarter property management
PropTrust Pro analyzes your property documents to surface intelligence and opportunities—helping you make better decisions about insurance, taxes, and financing.
Common opportunities we identify:
Identify coverage gaps and potential savings through competitive quotes
Track deductions and identify properties for potential assessment appeals
Monitor interest rates and alert when refinancing could benefit you
AI-powered analysis comparing your portfolio to market benchmarks
Our goal: Help you make smarter financial decisions
Scaling your portfolio shouldn't mean scaling your headaches
As you grow from 5 to 50+ units, complexity compounds. Every property adds documents, deadlines, and decisions. PropTrust Pro is your command center.
Without PropTrust Pro
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Spreadsheet chaos
Multiple files, version conflicts, manual updates
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Tax season panic
Scrambling for documents, categorizing expenses
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Missed opportunities
Insurance overpayment, tax savings, refinancing windows
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Reactive management
Finding problems after they cost you money
With PropTrust Pro
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Single source of truth
All properties, documents, and metrics in one place
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Tax-ready always
Schedule E automation, organized receipts, CPA-ready
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AI-powered intelligence
Proactive recommendations that save money
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Proactive optimization
Find opportunities before they expire
Everything you need to scale smartly
PropTrust Pro combines AI-powered analysis with practical tools that save time and money
Monthly Performance Report
Your portfolio command center. Cash flow, occupancy, upcoming renewals, and action items—all in one professional report.
See sample MPR →Document Intelligence
Connect your AppFolio/Buildium account, upload PDFs, or set up automated feeds. AI extracts key data and organizes everything.
AI-PoweredInsurance Optimization
Coverage gap analysis, competitive shopping, renewal tracking. Identify opportunities to optimize coverage.
Typical portfolio: 10 propertiesTax Strategy & Schedule E
Automated Schedule E prep, cost segregation analysis, property tax appeals. Streamline your tax preparation.
10+ hrs saved at tax timePortfolio Analytics
Performance benchmarking, cash-on-cash returns, market comparisons. Know which properties to keep, sell, or improve.
Data-DrivenRenewal Tracking
Never miss a lease renewal, insurance expiration, or loan maturity. Automated reminders keep you ahead.
Nothing slips throughTwo Systems, One Goal: Portfolio Excellence
PropTrust Pro combines real-time monitoring with AI intelligence to protect and grow your wealth
PropTrust Monitor
Your always-on portfolio guardian
- Tracks insurance renewals & expirations
- Monitors lease expiration dates
- Alerts on tax deadlines & appeals
- Flags maintenance schedules
Example: Saved $3,200 by catching duplicate insurance coverage before renewal
PropTrust Intelligence
Your AI-powered financial strategist
- Analyzes refinancing opportunities
- Identifies insurance optimization
- Finds tax appeal opportunities
- Benchmarks portfolio performance
Example: Identified $42K annual savings through strategic refinancing
Working together: Monitor catches the urgent, Intelligence finds the strategic. Together, they ensure nothing falls through the cracks while continuously optimizing your returns.
Get started in minutes, see value in days
No complex setup. No training required. Just immediate intelligence.
Connect your data
Sync with your PM software, upload documents, or set up automated feeds. AI extracts everything automatically.
AI analyzes everything
PropTrust identifies savings opportunities, compliance issues, and optimization strategies across your entire portfolio.
Act on intelligence
Get prioritized action items with specific dollar impacts. Export reports for your CPA, lender, or property manager.
Start making better property decisions today
Our AI analyzes your documents to identify opportunities for improvement across your portfolio
Find Your SavingsPricing that scales with your portfolio
Start small, grow big. No setup fees, no contracts, cancel anytime.
PropTrust Pro
Complete asset management for scaling portfolios
Calculate your pricing:
Potential value: Varies by portfolio
Savings depend on your specific situation
Perfect for getting started
For expanding portfolios
Full-featured platform
Volume pricing available
Everything included:
No credit card required • Cancel anytime • Full access during trial
If PropTrust doesn't save you more than it costs, we'll refund your first month
Join thousands of portfolio owners saving time and money
"PropTrust helped me identify insurance redundancies and streamline my tax preparation. The time savings alone make it worth it."
David M.
42 units across 3 states
"The monthly reports keep me organized and my partners informed. Having all our property data in one place is a game-changer."
Lisa T.
28 units in Florida
"The platform flagged properties that might benefit from tax appeals. The document organization features are excellent."
Robert K.
19 units in Texas
Frequently asked questions
- How quickly will I see ROI?
- ROI varies by portfolio and market conditions. Many users find value through time savings on reporting and tax preparation alone. Additional benefits may come from identifying insurance gaps, tax deductions you might have missed, or market rate comparisons for your rentals.
- Does this replace my property management software?
- No. PropTrust Pro complements your existing property management tools. We focus on asset management—the strategic financial layer that sits above day-to-day operations. We integrate with AppFolio, Buildium, and other PM software to pull operational data and add strategic intelligence.
- How does the document AI work?
- Connect your existing property management software for automatic syncing, upload documents (PDF, image, or scan), or set up email forwarding for hands-free data collection. Our AI extracts key information—dates, amounts, parties, terms—and automatically organizes it. For example, with an insurance policy we'll extract coverage amounts, deductibles, expiration dates, and identify any gaps in coverage.
- Is my data secure?
- Absolutely. We're SOC 2 compliant with bank-level encryption. Your data is encrypted at rest and in transit. We never sell or share your data. You can export or delete your data at any time. We also maintain comprehensive audit logs and support two-factor authentication.
- What if I need help getting started?
- We offer free onboarding for all new users. Our team will help you connect your existing systems or upload initial documents, configure your properties, and understand your first intelligence report. Most users are fully set up within 30 minutes. Ongoing support is available via chat, email, or scheduled calls.
Stop leaving money on the table
Join thousands of portfolio owners who've discovered the smarter way to scale
Organized
All documents in one place
Intelligence
AI-powered analysis
14 days
Free trial
No credit card required • Full access • Cancel anytime