Investment Portfolio – Key Features, Benefits and Instructional Video

The Sound Property Investment Portfolio ensures an efficient and hassle free purchase process for all our clients, right through to settlement and beyond.

It is an online central hub of information and storage that is easily accessible and constantly updated with key purchase data, contacts and documents. It can be shared with other advisors such as mortgage brokers, accountants and financial planners.

The internal communication feature enables purchasers to ask questions, post their own updates, store documents and receive instant notifications from Sound Property Client Managers and Support Specialists.

Some of the other features include:

  • Purchaser details such as addresses, phone numbers and emails
  • Main contacts including property managers, solicitors and access point
  • Document storage for items such as depreciation schedules, building  inspections and rental appraisals
  • Annual Performance Reports to assess the Key Investment Drivers
  • Key dates and checklists including contract, finance and settlement dates
  • Useful resources such as order forms and thirds party websites
  • Internal communication and notifications to stay informed throughout the purchase
  • Sound Property’s Cashflow Calculator
  • And much more

My Portfolio – Instructional Video from Sound Property Group.