You've built Bmoney Property to ten active clients at a time with a part-time sourcer and no empire behind you. We don't want to change that. We want to be the team behind making this sustainable, and giving you time back to spend with your family while you do it.
So this isn't a software quote. It's how we'd work alongside you: your process built into one platform, the admin taken off your plate, and two operators who run a buyers agency themselves on the other end of the chat. Bmoney keeps growing, the headcount doesn't, and you still get the laptop on the porch.
01What we heard
Where Bmoney Property is at right now
From this morning, in your words, so you can tell us if we've missed anything.
Lean on purpose
You and a part-time property sourcer, an office in Bella Vista, a four-month-old at home. You've run ten active clients at once, twice, and you want to do that consistently without a team of twenty behind you.
Big enough that I can manage with myself and maybe one or two other people with me.Nick, 9 October
Four systems to do one job
GHL for inbound leads to closed won. A vibe-coded admin dashboard for active clients, shortlisting and payments. Slack with the sourcer. Canva for the investment report. HTAG, Stash or Microburbs and InfoTrack around the edges.
It's fragmented, it's not perfect. It was built at a time where I didn't have the volume that I have now.Nick, 9 October
Status updates are the leak
Signed up, pre-approved, portfolio modelling done, strategy finalised, sourcing, sourced. Every milestone updated client by client, by hand, while you'd rather be doing the DD.
If I have to overcapitalise my time in the admin side of things, it pisses me off because I know it's dead time and dead money.Nick, 9 October
Deadlines living in contracts
No major stuff-ups yet, but a building and pest cooling-off date has gone missing before and meant going back to the contract or the conveyancer.
I'm going to miss a pretty good deadline because I had poor infrastructure.Nick, 9 October
Selective by design
One property at a time goes to the client, and only after the DD passes and you've soft-negotiated the agent to a realistic number. Off-market is most of what you've bought, by luck as much as design, and over 100 off-markets can land in a good week.
I won't present anything to them until the DD has passed all the checks.Nick, 9 October
Deal flow is yours
Half from broker referrals, Bmoney Finance among them, half from LinkedIn. Bmoney Property and Bmoney Finance share a name, not systems. Timing was 2027, but you said it yourself: if it makes sense, why not earlier.
I'm ready to go when you guys are ready.Nick, 9 October
02Current state, future state
The same client, today and in 30 days
You told us where it leaks: status updates typed client by client, a dashboard built for less volume than you have now, a sourcer on Slack who can't see the file, and a cooling-off date that once lived only in the contract. So here is one broker referral, the way it runs today, and the way it runs once PropVault is live.
Current state
Today, at Bmoney Property
Six tools, one person's memory, and nothing that chases you.
1
Lead lands in GHL, worked to closed wonBroker referral or LinkedIn. Qualified and moved by hand in a UI you don't rate.
MANUAL
2
Client set up on the admin dashboardDeposit, final payment and the shortlist, retyped into the page you vibe-coded.
RETYPED
3
Milestones updated one client at a timeSigned up, pre-approved, modelled, strategy done. "Dead time and dead money."
DEAD TIME
4
Off-markets arrive by email and text100 in a good week. The sourcer gets looped in on Slack. The ones that miss this client vanish.
NO STOCK POOL
5
DD tab by tabHTAG, Stash or Microburbs, suburb tools, each in a different window.
FOUR TABS
6
Investment report rebuilt in CanvaThe template refilled for every property that passes.
REBUILT EACH TIME
7
Cooling-off and B&P dates in the contractOr in memory. "Where the hell did I put it."
ONE MISS AWAY
6tools
1person sees it
0reminders
30 days
Customised for Bmoney, your GHL data loaded, you and your sourcer trained
→
Future state
In 30 days, in your PropVault
One record per client, the sourcer sees exactly what you see, and PropVault prompts the next step.
1
The lead lands on the board by itselfFrom GHL while it's still running, or your inbox. Tagged by source: broker, LinkedIn, Bmoney Finance.
CAPTURED
2
Agreement signed, ID checked, on their phoneMinutes, not a week of chasing. Result stored on the client record.
SIGNED IN MINUTES
3
Your milestones are the board stagesPre-approved, modelled, strategy, sourcing. Drag the card, status done, sourcer sees it.
ONE DRAG
4
Inbox feeds every off-market into one stock poolDD attached on arrival. The one that misses this client is there for the next one.
NEVER LOST
5
The one property, presented in the portalNumbers, DD and your reasoning on the property, branded Bmoney. No Canva.
ONE CLICK
6
Settlement timeline that chases youCooling-off, B&P, finance and settlement on one line the whole team can see. A daily list of what to do next.
NEVER FORGOTTEN
1place
2people see it
Dailyreminders that chase you
03What you get back
Three things Bmoney Property gets back
7 to 10 hrs
a week, per person, is what members get back once the platform is set up around how they work. For you and the sourcer that is a working day each, every week, before GHL, the dashboard and the Canva template stop being things you maintain. Section 4 starts at the bottom of that range.
1
Run the client
Your milestones become the board. Signed up, pre-approved, portfolio modelled, strategy finalised, sourcing, sourced. One drag replaces the status update.
Agreements from your templates, signed inside the platform, mobile first.
Individual ID checks from the client record, about 30 seconds, result stored on the file. Keep InfoTrack for companies and SMSF.
Settlement dates and tasks the whole team can see, so the cooling-off date never lives in a contract again.
2
Source and assess
Connect your mailbox. 100 off-markets a week land in a stock pool automatically, searchable next month, not lost in a thread.
DD on the record with map layers, flood, bushfire and overlays, so HTAG and Stash are the deep dive, not the first look.
Live listings alongside your off-market stock, curated in one view.
Agent outreach by email or SMS from the brief, the job you were about to try Stash for.
3
Show the client
A mobile-first portal branded Bmoney, with their shortlist, documents, progress and dates.
One property, presented properly. The DD, the numbers and your commentary sit on that property, so the Canva report becomes a page you share.
Messaging inside the portal, so the client watches it move instead of ringing to ask.
Post-settlement support on the same record, ready for the next purchase.
Signed upagreement and ID done
Pre-approvedbroker linked as partner
Modelled and strategisedsession dates on the card
Sourcingbrief live, stock matching
Sourced to settledtimeline takes over
04The numbers
What the hours are worth
Set these to your numbers. Hours start at the bottom of the 7 to 10 a week from section 3, the fee is a placeholder until you tell us. It is a forecast of what the time makes possible, so treat it as that.
GHL, an e-sign tool and possibly Stash. Move it to your invoices. One extra client a month over ten working months is the conservative case.
30 h
back every month, per person
61 h
a month across two people, roughly eight working days
$120,000
on the table each year, at your fee, from the extra clients that time can carry
$3,600
of subscriptions that stop each year, once GHL and the e-sign tool are retired
26x
return on year one of PropVault on the 12 month plan, ex GST
Hours a week × 4.33 × people, then extra clients × fee × ten months, plus the subscriptions that stop. Every figure is a forecast and only holds if the platform is used day to day. General information, not financial advice.
05What you asked on the call
Your questions, answered
Straight back through the list. Anything you want to see for yourself, we show on Monday.
Could I import my GHL CRM and have it retrofit into PropVault?
Yes, with your help on the data
Either give us access to GHL and we extract contacts, pipeline and notes, or fill our import template in the right format. We clean it and load it so day one looks like your business. While GHL is still running for ads and landing pages, we connect it so new leads flow onto your board. When the ad and social connectors land, GHL comes off.
Show me what it can do, its tricks, how it would be used on a day-to-day.
Platform walkthrough, Monday 20 October
Booked. Not a slide show. We open a working account and run one client from lead to settlement the way you described your day. Give us a look at your GHL beforehand and we load a slice of your own clients so you're looking at your data, not ours.
We pull DD from HTAG, Stash or Microburbs and build the report in Canva.
The first look is on the property record
Add a property from your inbox, by hand or from live listings and the DD is there, map or list view, with the overlays switched on. HTAG stays for the deep analysis you like. The presentation layer we're building takes the property, the DD and your notes and produces the client page, so the Canva step goes.
I use InfoTrack for AML, and I've got company and SMSF buyers.
Individuals in PropVault, keep InfoTrack for the rest
Individual checks run from the client record today, about 30 seconds on their phone, $11 a check, result on the file. Business and SMSF checks are in build with our partner. Until they land, InfoTrack stays for those, and we'll tell you the day that changes.
I only present the one property, after the DD and a soft negotiation.
The portal works one property at a time
Share the single property with the assessment, numbers and your reasoning attached, or the whole shortlist when a client wants to see what you passed on. Both are a click. Your clients see a Bmoney-branded portal, not ours.
Slack is how the sourcer and I stay in sync.
Notes and tasks on the record, chat where you like
The sourcer works the same stock pool and shortlist you do, with notes and tasks on each property and client. Team chat and mentions are inside the platform too. Slack can stay for banter; it stops being where the deal lives.
06Getting on
The first month, on one chart
Set-up is not a login and a tour. The first month is an optimisation job: we take the way you and the sourcer actually work and strip the hours out of it, so the volume grows without the headcount. After that the touch points keep going.
Day 1
Week 1
Week 2
Week 3
Week 4
Month 2+
WhatsApp group opens
Day 1
Your data: GHL access or the import template filled
You
Data loaded, cleaned, checked with you
Us
Stages, partners, mailbox built
Us
Walkthrough 1, on your data
1 hr
Walkthrough 2, on your data
1 hr
Automations switched on
Us, as the admin shows up
Dashboard, Canva, Slack thread retired
You, with us
Walkthrough 3, where the hours still go
1 hr
Monthly optimisation
30 min a month, ongoing
Us, in the backgroundTogether, on your dataYou, with us on the chatOngoing
Your data firstGive us GHL access or fill the import template, and we do the rest. An empty platform teaches nobody anything, so the walkthroughs only start once your clients are in it.
Walkthroughs, not a scriptThree detailed sessions with your own clients on the screen, shaped by what you and the sourcer are doing that week. Booked on day one, rescheduled within a week if one is missed.
Questions don't wait for a sessionThe group chat is live. Something stuck on a Tuesday gets answered on the Tuesday.
07Pricing, 2 seats, ex GST
Pick the term, everything is included
Two seats, you and your sourcer. No feature tiers, no charge for your clients using the portal. Every figure on this page is ex GST. Tick HomeSnoop to see it added to each term.
6 month term
$2,970 total, first 6 months
Platform for the term plus onboarding, paid up front
Licence, $185 a seat a month × 2 seats × 6 months
$2,220
HomeSnoop, $99 a month × 6 months
$594
Onboarding, once
$750
Term total, ex GST
$2,970
Every feature, both seats
Client portal, no per-client charge
Three first-month walkthroughs and the data migration inside onboarding
12 month term, best rate
$3,990 total, year one
Platform for the year plus onboarding, paid up front
Licence, $135 a seat a month × 2 seats × 12 months
$3,240
HomeSnoop, $99 a month × 12 months
$1,188
Onboarding, once
$750
Year one total, ex GST
$3,990
Every feature, both seats, every release as it ships
Client portal branded Bmoney, no per-client charge
Three first-month walkthroughs and the data migration inside onboarding
WhatsApp group with Dineth, Phil and the engineers
Monthly optimisation touch point after the first month
What the onboarding $750 coversYour GHL and dashboard data loaded and cleaned by us once you give access or fill the template, your stages and templates built, mailbox connected, three detailed walkthroughs on your own data in the first month, and the connecting work with your broker partners.
What staysHTAG for deep analysis, InfoTrack for company and SMSF checks. The admin dashboard retires on day one, Canva once the presentation layer is on your account.
What's only when usedID checks at $11 each, individuals. A third seat if the sourcer's hours grow, at the same seat rate for the rest of the term.
Costs that come off your bill over time
GHLStays for ads and landing pages until our ad and social connectors land, then it goes. You stop paying for a CRM you log into to run clients.
DocuSign, or whatever signs your agreementsAgreements generate off the client record and sign inside the platform, so a separate e-sign subscription has no job.
Stash, potentiallyAgent outreach and off-market sourcing run from the brief in PropVault. If Stash was coming back for outreach, try ours first before paying for both.
Each term is a minimum commitment with a break fee in our terms. Nothing renews without a conversation. Prices ex GST, valid to 9 November 2026.
08Next steps
Where to from here
Monday 20 October
Platform walkthrough
Booked. Bring the sourcer. We run one client start to finish and you tell us what doesn't fit the way you work.
This week
WhatsApp group
Three of us in a chat. Send the questions as they come, send a screenshot of the dashboard you built, send anything you'd want to see on the walkthrough.
Whenever you're ready
Say yes, hand us GHL
Give us GHL access or the filled template, and we load your data and book the three walkthroughs the same day. You said early next year, and you said why not earlier. The November to January quiet is the cheapest time to move.
Prepared by Dineth Ekanayake and Phil Savannah, PropVault, 9 October 2026, for Nick Khzouz, Bmoney Property. Built from our call on 9 October. Not yet reviewed: your agreement template, your GHL export, and the fee you charge, which the calculator needs. Prices ex GST, valid to 9 November 2026. The calculator is general information, not financial advice.
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Future state