Frequently Asked Questions

Clear answers about Property Intelligence Snapshots, inspection report uploads, purchase reviews, asset records, pricing, assisted review, privacy, and more.

Getting started Inspection reports Purchase review Living asset record Reports and outputs Pricing and billing Assisted review Assets and portfolios QR and analytics Projects and activations Privacy and security Troubleshooting Contact

Have an inspection report?

Start with one property. Upload your inspection report, set your owner goal, and begin building a Property Intelligence Snapshot.

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Getting started

What is FolioProjects?: FolioProjects is a property intelligence platform for income property owners. It helps turn property evidence, such as inspection reports, photos, invoices, insurance letters, leases, permits, and owner notes, into structured property records, reports, reminders, projects, vendor needs, and lifecycle plans.
Who is FolioProjects for?: FolioProjects is built for income property owners, small landlords, small commercial property owners, portfolio owners, buyers reviewing a property, and operators who need better property records and decision support.
Is FolioProjects property management software?: No. FolioProjects is not trying to replace Buildium, AppFolio, Yardi, Rent Manager, DoorLoop, MiPropertyPortal, or other property management platforms. FolioProjects sits beside or above those systems as an owner-side property intelligence layer.
What is the fastest way to start?: Create your account, create your first property asset, then either upload an inspection report or create the property manually. The first useful step is creating the property asset because that becomes the core record for documents, systems, risks, projects, reminders, vendors, and reports.

Inspection reports

What does FolioProjects do with an inspection report?: FolioProjects uses the report as source evidence to help identify property systems, deficiencies, risks, repair priorities, maintenance items, vendor categories, insurance questions, rebate opportunities, and next steps. The goal is not only to summarize the PDF. The goal is to turn it into useful property intelligence and live action records.
Is this just an AI summary?: No. A generic AI summary can be useful, but FolioProjects is designed around property ownership workflows. It can turn findings into asset records, system records, deficiencies, risks, projects, reminders, vendor needs, capex priorities, maintenance plans, insurance tasks, rebate opportunities, and 30, 90, and 180 day actions.
What kind of inspection report can I upload?: The first wedge is focused on property inspection reports for residential income properties and small commercial income properties. Over time, FolioProjects may support more document types, including insurance letters, invoices, leases, permits, listing packages, photos, and property management exports.
Do I need an inspection report to use FolioProjects?: No. You can create a property manually. The inspection report is the best first trigger because it usually contains a rich starting set of property systems, risks, deficiencies, photos, and maintenance concerns.

Purchase review

Can FolioProjects help before I remove subjects?: Yes. A Purchase Intelligence Snapshot can help you understand inspection findings before subject removal. It can highlight deal-impact risks, questions to ask, quote priorities, insurance concerns, missing records, and possible post-close repair items.
Does FolioProjects tell me whether to buy or walk away?: No. FolioProjects helps organize evidence, identify risks, and suggest questions. It does not replace your inspector, realtor, lawyer, lender, insurer, accountant, appraiser, engineer, or contractor. Use the report to ask better questions and decide what needs professional confirmation.
What makes purchase review urgent?: Inspection reports are often reviewed during a short subject removal period. That makes the buyer’s question practical: what needs to be priced, questioned, insured, financed, negotiated, confirmed, or accepted before moving forward?
What happens if I buy the property?: The purchase review can become the start of your living property asset record. The same evidence can continue into maintenance planning, reminders, vendor tracking, repair projects, capex planning, insurance readiness, and resale documentation.

Living asset record

What is a living property asset record?: A living property asset record is the ongoing home for your property evidence and decisions. It can include inspection reports, photos, invoices, permits, leases, insurance letters, systems, deficiencies, risks, projects, reminders, vendors, warranties, and owner notes.
Why is the asset record required first?: The asset is the core record. Reports, projects, reminders, vendor needs, maintenance plans, documents, photos, and future decisions need a property to attach to. That is why new users are directed to create their first property asset before meaningful platform use.
Can an existing owner use FolioProjects without buying a new property?: Yes. Existing owners can use FolioProjects to organize old inspection reports, insurance letters, invoices, photos, maintenance history, tenant comfort issues, vendor records, and future capex priorities.
Can FolioProjects help with tenant comfort and vacancy?: Yes. Property intelligence can surface comfort issues, such as windows, ventilation, moisture, heating, screens, noise, or maintenance delays. Over time, those records can support Tenant Hub, vacancy reduction, retention, and better owner reporting.

Reports and outputs

What does a Property Intelligence Snapshot include?: A snapshot may include a property systems inventory, deficiency list, maintenance plan, reminder schedule, capex priorities, vendor needs, insurance readiness items, tenant comfort items, rebate or upgrade opportunities, missing records, and a 30, 90, and 180 day action plan.
What is the difference between a Purchase Intelligence Snapshot and a Property Intelligence Snapshot?: A Purchase Intelligence Snapshot is focused on a buying decision before subject removal. A Property Intelligence Snapshot is focused on creating a living asset record for ongoing ownership. They use the same core asset process, but the report emphasis is different.
Can FolioProjects identify rebates and incentives?: FolioProjects can flag possible rebate, incentive, energy efficiency, or upgrade opportunities to investigate. Eligibility, amounts, deadlines, contractor requirements, and pre-approval rules must be confirmed with the program provider before relying on them.
Can FolioProjects suggest vendors?: FolioProjects can identify vendor categories that may be needed, such as plumbers, HVAC technicians, electricians, roofers, drainage contractors, energy advisors, cleaners, or general contractors. A local vendor map and vendor history can become more useful as the property record grows.
Can findings be traced back to source evidence?: The goal is to keep an evidence trail. Findings should connect back to source documents, photos, user notes, reviewer notes, invoices, letters, or manual entries whenever possible.

Pricing and billing

Is FolioProjects subscription-based?: FolioProjects may offer both one-time snapshot pricing and ongoing owner plans. A snapshot is useful for a focused review. An owner plan is useful when you want to keep building the living property record over time.
Do I need a credit card to create an account?: No credit card is needed to create an account. Payment may be required when you activate a paid snapshot, owner plan, assisted review, project, asset, or portfolio feature.
Are prices monthly?: Some services may be one-time, such as a Property Intelligence Snapshot or Purchase Intelligence Snapshot. Ongoing owner and portfolio plans may be monthly or annual depending on the current pricing page.
Are there refunds?: Charges are generally final once a paid review, activation, or processing job has started. If work has not started, contact support to ask what options are available.

Assisted review

What is assisted review?: Assisted review is a human-supported review through BP LTD for owners who want additional help interpreting records, organizing priorities, identifying questions, and deciding what to confirm with qualified professionals.
When should I choose assisted review?: Choose assisted review when the property is higher value, the deadline is tight, the report is complex, the documents are messy, there are insurance concerns, or you want help turning findings into a practical owner action plan.
Does assisted review replace licensed professional advice?: No. Assisted review helps organize evidence and decision points. It does not replace inspectors, lawyers, accountants, insurance professionals, appraisers, engineers, contractors, planners, or property managers.

Assets and portfolios

What is an asset?: An asset is an ongoing property or physical asset record, such as a rental house, duplex, small commercial building, mixed-use property, equipment item, or other managed asset.
What is a project?: A project is a time-bound effort attached to an asset or business goal. Examples include plumbing verification, window replacement, HRV maintenance, insurance readiness, tenant comfort improvement, rezoning engagement, jobsite communication, or marketing launch.
How do portfolios work?: Portfolios aggregate multiple properties, projects, and assets into a higher-level view. A portfolio owner can use this to compare risks, records, capex priorities, vendor needs, and future acquisition fit across properties.

QR codes and analytics

Does FolioProjects generate QR codes?: Yes. FolioProjects can generate QR codes for public pages, project pages, assets, campaigns, signage, boards, mailers, and engagement workflows.
What analytics are included?: Analytics may include scan counts, referrers, basic device breakdown, UTM campaign details, timestamps, and location hints when available.
How does this connect to property intelligence?: QR codes are useful when a property, project, asset, or public engagement process needs a simple way for people to access information, submit feedback, view updates, or connect with a related record.

Projects, surveys, and activations

Does FolioProjects still support public projects and activations?: Yes. FolioProjects can still support public-facing projects, surveys, polls, QR pages, rezoning engagement, jobsite boards, marketing campaigns, OPC Photo Trail, and similar workflows.
What is an activation?: An activation is a time-boxed period when a public page, QR tracking, survey, project, asset, or portfolio feature is live. Examples may include rezoning, events, jobsites, marketing campaigns, assets, or portfolios.
Do you analyze survey sentiment?: Yes. Free-text answers can run through HueFlux for qualitative sentiment. Admins may view sentiment chips, summaries, and exports depending on the selected feature.
Is Rezoning Pro still available?: Yes. Rezoning Pro is a concierge option for public consultation setup, survey configuration, branding, QR packs, weekly summaries, and council-ready reporting packages.
Is OPC Photo Trail still supported?: Yes. OPC Photo Trail can use FolioProjects for venue pages, community events, QR codes, campaigns, engagement tracking, and public-facing reporting.

Privacy and security

Do you sell personal data?: No. We do not sell personal data. See our Privacy Policy for details on what we collect and why.
Is it safe to upload an inspection report?: Inspection reports and property documents can contain sensitive information. FolioProjects should be used with care, and users should only upload documents they are authorized to store and review. Avoid uploading unnecessary personal information when possible.
Where is data stored?: Data is stored securely with reputable cloud providers. Storage regions may vary. Contact support if you need a specific region or compliance requirement reviewed.
Can I delete or export my records?: Account and data management options may vary by feature. Contact support if you need help exporting, archiving, or deleting property records.
Accessibility: We aim for accessible experiences and continuously improve. If you encounter barriers, please contact support.

Troubleshooting

My inspection report will not upload.: Check that the file is a supported format and that it is not password protected or corrupted. If the file is very large, try compressing it or contact support.
The report missed something important.: Upload additional documents or photos, add an owner note, and request assisted review if the issue is important. Automated extraction should be treated as decision support, not a replacement for professional confirmation.
My QR codes are not scanning well.: Ensure minimum size on signage, high contrast, adequate quiet space around the code, and avoid glossy glare. Use SVG or high-resolution PNG files for printed material.
People report the survey is closed.: Check the activation window or status. Extend the activation or create a new one if the consultation period has ended.

Still need help?

Email [email protected] or contact FolioProjects for help with snapshots, property records, assisted review, Rezoning Pro, or public engagement setup.

Contact support Request assisted review