Sample Property Intelligence Snapshot
See how FolioProjects turns an inspection report, owner goals, photos, and property records into purchase questions, asset records, repair projects, reminders, vendor needs, and a lifecycle plan for a residential or small commercial income property.
This fictional example shows a purchase review before subject removal that can become a living asset record after closing.
Snapshot Summary
Fictional property used in this sample
This sample uses a realistic BC income property scenario. It is not a guarantee, inspection, appraisal, legal opinion, insurance opinion, tax opinion, or contractor estimate.
1970s Vancouver duplex with crawl space
The buyer is reviewing a two unit income property before removing subjects. The inspection report mentioned older windows, ventilation questions, unknown plumbing materials, crawl space access, and several maintenance items. If the purchase completes, this review becomes the starting asset record for ongoing ownership.
| Asset type | Residential income property |
|---|---|
| Review context | Purchase review before subject removal |
| Future use | Living asset record after closing |
| Units | Two long term rental units |
| Location | Vancouver, British Columbia |
| Owner goal | Reduce risk, improve tenant comfort, preserve long term value, and avoid missed upgrade opportunities |
| Evidence uploaded | Inspection PDF, insurance letter, walkthrough photos, tenant notes |
What FolioProjects reviewed
The snapshot starts by turning scattered evidence into a structured asset record. More documents and photos can be added over time.
Inspection report
Visible system notes, deferred maintenance, photos, safety observations, and recommended follow up items.
Insurance letter
Annual request asking the owner to confirm plumbing material and remediation plans.
Walkthrough photos
Equipment labels, vents, crawl space access, windows, doors, exterior areas, and random room photos.
Owner summary
Improve tenant comfort, reduce insurance risk, avoid missed rebates, and create better resale records.
Property systems identified
FolioProjects converts inspection notes into structured system records. Each record can hold evidence, risks, projects, reminders, vendors, and future updates.
Plumbing
Material confirmation is required because the insurance letter asks for plumbing details and remediation plans.
Ventilation / HRV
Equipment photos, service history, filter cleaning, and recurring reminders should be attached to the asset record.
Windows and doors
Older components may affect tenant comfort, energy performance, resale story, and possible rebate investigation.
Electrical
Panel photos and capacity notes should be collected before future electrification, heat pump, or appliance upgrades.
Roof and exterior
Inspection notes and photos become a monitoring record for future maintenance, drainage, and resale readiness.
Appliances
Model labels, age, warranties, and replacement notes can be attached to units and future tenant service requests.
Crawl space
Access photos and condition notes help support contractor quote packages and future inspection follow up.
Drainage and moisture
Water management issues can affect maintenance timing, insurance questions, and long term building performance.
Deal-impact flags before subject removal
Purchase review mode separates items that need a decision before closing from items that can become part of the ownership plan.
Get quotes before removing subjects
Plumbing material uncertainty and ventilation questions may affect immediate repair exposure and negotiation strategy.
Check insurance implications
Older or uncertain building systems should be discussed with the insurance broker before the buyer relies on future coverage.
Ask seller for records
Request permits, warranties, invoices, service records, manuals, and known repair quotes before the evidence disappears.
Separate deal risk from future work
Not every deficiency should kill the deal. FolioProjects helps separate urgent deal questions from post-close projects.
What to fix first
FolioProjects ranks suggested next steps by risk, cost escalation, insurance pressure, tenant impact, rebate opportunity, and future asset value.
Verify plumbing material and collect upgrade quotes
The insurance letter makes this a high priority. Confirm whether the property has PEX, Poly B, copper, galvanized, or another material. If the material is problematic or uncertain, collect quotes from licensed plumbers.
Review window and door upgrade opportunity
Tenant comfort concerns and old windows create a practical reason to investigate window and door upgrades. Because the property is in BC, the owner should check current provincial, utility, and municipal rebate programs before ordering work.
Create HRV and ventilation maintenance schedule
The property appears to include ventilation equipment that requires recurring maintenance. Add model photos, filter/core cleaning reminders, and service records to reduce forgotten maintenance.
Book dryer vent or duct cleaning review
Service history is missing. If dryer vent cleaning has not been documented, create a low cost maintenance project and store the invoice, vendor, and date after completion.
Questions to ask before removing subjects
A good purchase review should not pretend to replace professionals. It should help the buyer ask better questions before the decision window closes.
What needs specialist review?
Ask which findings are safety concerns, which are maintenance issues, and which need a plumber, electrician, roofer, engineer, or other specialist.
What records exist?
Ask for permits, warranties, repair invoices, service dates, manuals, disclosure details, tenant notices, and known quotes.
Could coverage be affected?
Ask whether plumbing, roof age, electrical, heating, drainage, or other flagged issues affect coverage, exclusions, premiums, or underwriting.
What should be priced now?
Ask for ballpark or formal quotes on the items most likely to affect negotiation, closing confidence, or first 90 day cash needs.
Rebates, upgrades, and hidden opportunities
FolioProjects can flag programs and ownership opportunities to investigate. Eligibility, amounts, deadlines, contractor requirements, and pre approval rules must be confirmed before relying on any program.
Window and door rebates
Possible relevance due to old windows, tenant screen requests, energy performance concerns, and BC location.
Ventilation or energy efficiency upgrades
Possible relevance if the HRV, insulation, heating, or air sealing records show improvement opportunities.
Capital improvement records
Invoices, permits, warranties, photos, and before and after documentation may support financing, tax reporting, and resale confidence.
Tenant comfort upside
Windows, ventilation, screens, moisture control, and heating issues can become retention, satisfaction, and vacancy reduction opportunities.
NOI and capex implications
Some repairs protect income. Some upgrades support better tenant experience, lower surprise costs, and a stronger resale story.
Photo analysis summary
Owners often take photos without knowing what they captured. FolioProjects helps turn visual evidence into asset records, follow up questions, and project context.
Equipment and labels
Photos of HRV labels, hot water tanks, panels, appliances, and mechanical equipment can be tagged to create maintenance records.
Possible issue areas
Photos of staining, cracks, exterior drainage, vents, old windows, crawl spaces, and mechanical rooms can be flagged for human review.
Before and after proof
Photos can be connected to projects so completed work becomes part of the property history instead of staying buried on a phone.
Suggested projects created from the snapshot
The snapshot is not the end. It becomes the start of an organized asset lifecycle record.
Plumbing material verification
- Upload insurance letter
- Add crawl space photos
- Request plumber quote
- Store findings and invoice
Window and door rebate review
- Confirm eligibility
- Find qualified contractor
- Collect quote
- Document tenant comfort impact
HRV maintenance schedule
- Add model and manual
- Set twice yearly reminders
- Upload cleaning photos
- Track vendor or owner maintenance
Vent cleaning project
- Find last service record
- Book cleaning if unknown
- Store invoice
- Set future reminder
Resale documentation folder
- Upload invoices
- Add warranties
- Attach permits
- Maintain before and after photos
Contractor quote package
- Group relevant photos
- Summarize issue
- Ask clear questions
- Compare quote responses
Live records created in FolioProjects
The snapshot is not a dead PDF. It creates records that can be updated as the owner collects quotes, completes work, and adds new evidence.
Property asset record
A living profile for documents, photos, systems, risks, vendors, projects, reminders, and future owner decisions.
System records
Plumbing, ventilation, windows, doors, appliances, roof, electrical, crawl space, and drainage records are started.
Risk records
Deficiencies are grouped by urgency, severity, source evidence, owner goal, and required professional follow up.
Project records
Repair, quote, review, maintenance, documentation, and upgrade projects can be tracked from start to completion.
Reminder records
Recurring tasks can be created for HRV service, filters, gutters, dryer vents, safety checks, and seasonal maintenance.
Vendor needs
Likely vendor categories are identified, such as plumber, HVAC technician, electrician, roofer, drainage contractor, and energy advisor.
Evidence trail
Each finding should be traceable. Serious property decisions need more than vague AI output.
Inspection page reference
Findings can point back to the report page, section, or photo that triggered the recommendation.
Photo evidence
Walkthrough photos can be connected to systems, issues, rooms, projects, and before and after records.
Context captured
Owner goals, tenant complaints, deadlines, known history, and uncertainty can be attached to the relevant issue.
Professional follow up
The report can show where a qualified inspector, contractor, insurer, lawyer, accountant, planner, or appraiser should confirm details.
Missing records to collect
Better records can help with future maintenance, insurance, tax reporting, refinancing, property manager handoff, and resale.
System records
HRV model, hot water tank age, heating system service history, appliance labels, electrical panel photos, plumbing material confirmation.
Project records
Quotes, invoices, before and after photos, permits, warranties, contractor notes, maintenance dates, tenant notices.
Owner records
Insurance letters, inspection PDFs, financing notes, tax related documents, lease details, tenant comfort requests, resale preparation notes.
Next 30, 90, and 180 days
A useful snapshot should turn into action. This sample shows how FolioProjects can suggest a practical timeline.
Reduce uncertainty
Verify plumbing material, upload insurance letter, collect HRV photos, confirm vent cleaning history, and find any past invoices.
Collect quotes
Request plumbing, window, ventilation, and vent cleaning quotes. Confirm rebate eligibility before committing to eligible upgrade work.
Build the record
Complete selected projects, upload invoices and photos, set reminders, update resale notes, and review whether priorities changed.
How this grows with the owner
If the purchase completes, the review becomes the first record in a long term property intelligence profile. As more documents, photos, projects, vendors, and decisions are added, FolioProjects becomes more useful.
- Purchase review before subject removal
- Closing checklist and first 30 day priorities
- Track what was fixed and when
- Compare vendors and quote history
- Prepare better reports for refinancing or resale
- Evaluate future acquisition opportunities against your goals
- Expand from one property to a portfolio view
Professional review boundary
Start with your inspection report
Upload your inspection report, choose purchase review or living asset mode, and begin building a living intelligence profile for your income property.