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Understand your
property. Move your
plans forward.

Bring documents, systems and people together to assess a purchase, plan improvements and manage the properties you own.

FolioProjectsSearch properties, documents…JD
Illustrative craftsman property with a covered porch and mature garden
Sample property

Cedar House

Property snapshot

Illustrative property

GoalPrepare for purchase
3 open questions2 priority findings
Drainage assessment needed
Roof service history requested
Electrical inspection reviewed

Illustrative example of a property assessment.

From property information to a clear next step

Bring your key property information together in one place, so you can see what matters, identify gaps and take the next step with confidence.

Inspection reportConditions and open questions
Service recordsWork completed and supporting evidence
Site plansContext for future improvements

Your next steps

Request drainage quote

Get quotes from qualified contractors and compare scope and timing.

Confirm roof age

Review service records and confirm the installation date.

Share findings with your adviser

Summarize key points and invite feedback on next steps.

Illustrative next steps based on the sample property.

Start with a practical question

Free tools for your next property decision

No account required. Choose a starting point and export your plan.

View all tools →

Planning aids using your inputs. Results do not automatically synchronize with your FolioProjects account.

Five goals. Relevant questions.

A purchase decision is different from an approval or a sale.

Choose your portfolio objective to focus the Snapshot on the evidence, questions and next steps that matter to your plans.

Acquire

Would this property fit your plans?

Review purchase goals, suitability, unanswered questions and due diligence before deciding or completing. Separate investigation from potential work after purchase.

See workflows & examples →
Entitle

What needs to happen for the proposal to advance?

Review the proposed change, recorded approval status and dependencies. Consider eligible community-feedback themes, unresolved concerns and documented responses.

See workflows & examples →
Improve

What is complete, and what needs attention?

Review scope, deficiencies, outstanding work and risks alongside documented progress and completion evidence.

See workflows & examples →
Operate

What needs attention during ownership?

Review condition, maintenance, recorded responsibilities, unresolved issues and upcoming obligations, with longer-term work in view.

See workflows & examples →
Sell

What will help buyers understand the property?

Review sale readiness, documented improvements, supporting records, unresolved issues, information gaps and buyer questions.

See workflows & examples →

You choose the evidence and projects to include, with options for tasks and risks. Entitle feedback uses eligible public comments and structured feedback from selected public projects and a chosen date window. Comment themes and recorded vote counts stay separate; counts are not a representative community poll. Missing evidence remains visible.

SEE FOLIOPROJECTS IN USE

Explore the information behind a property.

Published assessments, public work and the people associated with it.

Browse public information or watch the walkthroughs below.

Ideas for your next property decision

Browse the articles for property ideas and practical guidance.

Browse all articles
A few practical questions

Start with a goal. Build from there.

Can I try a planning tool without an account?

Yes. Use the five free tools for buyer due diligence, development approval questions, capital spending, maintenance and sale preparation. Export before leaving; results do not automatically sync with an account. Read the tools FAQ.

Can I use FolioProjects before buying a property?

Yes. Create an Acquire portfolio to organize purchase goals and property information. Its separately purchased Snapshot assesses suitability, evidence gaps, due-diligence actions and potential post-purchase work. You record the decision.

How are properties priced?

Residential properties with 1–4 units cost US$12/property/month, with no individual unit surcharges. Commercial properties, including 5+ residential units, non-residential and mixed-use properties, cost US$29/property/month with no unit or square-footage surcharges. Land is US$12/property/month. Before adding or restoring a fifth active Unit record, the owner approves Commercial pricing at the next renewal. Planning a future unit in a Project does not change the category. Prices exclude tax; extra storage and Snapshot purchases are separate. See pricing details.

Do I need every document before I start?

No. Start with the information you have. Keep missing records and unanswered questions visible, and add evidence as it becomes available.

Is this only for household contents?

FolioProjects organizes the property itself: buildings, units, areas, systems and appliances, together with evidence, findings and projects. That includes infrastructure and shared equipment as well as items inside the building.

What happens after a project or purchase is complete?

The property record remains useful. Retain the supporting evidence and completed work, then use that context for ongoing ownership, future projects and reporting.

Does a Snapshot replace an inspection or professional advice?

No. A Snapshot helps organize and assess the available information. Confirm building conditions, legal requirements, costs and other specialist conclusions with the appropriate qualified professionals.

Your next decision starts here

One property record.
Every stage of your plans.

Start with your property, your goal and the information you already have.

FolioProjects provides information and workflow support. Property assessments depend on available evidence and do not replace qualified professional advice.