Properly SaaS Mobile Application

Properly is a property investment management SaaS mobile application built for Australian property investors to manage their real estate portfolios, track financial performance, and access important investment insights from one centralized platform. The mobile app combines property valuation, equity, loan LVR, cash flow, tax position, capital gains, depreciation, refinancing, document management, and portfolio planning into a seamless digital experience.

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The Project

Overview

Properly is a property investment management SaaS mobile application designed to help Australian property investors manage their portfolios and understand their financial position from one place. The mobile app brings together property values, equity, loan LVR, cashflow, tax position, capital gains, depreciation, refinancing, documents, and portfolio planning into a centralized experience. UpCodo Digital developed the mobile application to make property portfolio management more accessible on the go, allowing investors to monitor their properties, review financial information, track important updates, and receive AI-powered insights based on their portfolio data and current market conditions.

Client Problem:

Property investors often manage financial information across spreadsheets, bank statements, tax documents, property records, and loan accounts, making it difficult to maintain a clear view of their overall portfolio. Investors also need timely access to cashflow, tax, loan, and property performance information when making financial decisions. Properly needed a mobile-first SaaS solution that could bring this information together in an easy-to-use application, allowing users to monitor their portfolio, track property performance, manage documents, and understand their financial position without depending on multiple disconnected tools.

Solution:

UpCodo Digital developed Properly as a SaaS mobile application with a centralized property investment dashboard and digital portfolio management experience. The application enables users to view portfolio value, equity, loan LVR, cashflow, and estimated tax position while providing property-level financial breakdowns. It also supports features such as CGT calculations, multi-entity portfolio management, refinancing comparisons, receipt scanning, depreciation tracking, document management, smart reminders, property planning, and AI-powered insights. The mobile experience allows investors to access and manage important portfolio information conveniently from anywhere.

Result:

The completed Properly SaaS mobile application provides property investors with a centralized and accessible way to monitor and manage their portfolios. By bringing property, financial, tax, loan, and document information into one mobile experience, the application reduces the need to rely on separate spreadsheets and disconnected systems. Investors can review cashflow, track their tax position, monitor property performance, compare refinancing options, manage receipts and documents, and receive data-driven insights through a single application.

Project USP:

The key USP of the Properly SaaS mobile application is its combination of property portfolio management, financial tracking, tax optimisation, and AI-powered insights within one mobile platform. The application goes beyond basic property tracking by bringing together cashflow monitoring, CGT calculations, depreciation, multi-entity portfolios, refinancing comparisons, receipt scanning, document storage, smart reminders, and property planning. Built specifically for Australian property investors, the mobile application provides a connected way to understand portfolio performance and make more informed property investment decisions from anywhere.

Technologies Used

Front end: React NativeBack end: Python DjangoDatabase: PostgreSQLAPI: JSONCode management using GIT MONOREPO

The Work