The first equity intelligence platform built for Australian mortgage brokers. Turn passive client data into active loan opportunities — before a bank does.
Import your existing clients, let Propvio surface the equity opportunities, start conversations that convert.
Connect your CRM or upload a CSV. Your client portfolio is ready in minutes — no manual entry required.
Every client's LVR and accessible equity is calculated automatically and refreshed as property values update.
Your daily opportunity feed tells you who to call. Generate a branded PDF report for the meeting in seconds.
Built specifically for mortgage brokers — not adapted from generic CRM software.
See every client's properties, loan balances, LVR, and equity position — your entire book in one screen.
Your daily ranked list of clients by accessible equity — so you always know exactly who to call today.
Get notified the moment a client crosses your equity threshold — weekly digest and in-app alerts.
Model equity extraction across multiple properties with interest cost projections — within ACL scope.
Generate professional PDF client reports with your logo and branding — ready for any client meeting.
Export from your aggregator or CRM and upload — your entire client book is live in minutes, no manual entry.
Propvio finds it. Every broker who loads their client book discovers equity opportunities they didn't know existed — from clients who already trust them.
Join the beta — it's freeType your name and brokerage. Your branded equity report generates instantly — this is exactly what your clients receive.
Propvio is designed to operate entirely within the Australian Credit Licence (ACL) framework mortgage brokers already hold. Every output — every calculation, scenario, and report — is framed as credit intelligence, not financial advice.
You do not need an AFSL licence. Every feature is built to sit clearly within credit advice territory — so you can have confident conversations without stepping outside your existing licence.
Clients requiring investment strategy advice are referred to licensed financial planners through Propvio's built-in referral network.
All outputs framed as credit intelligence — within your existing broker licence, no AFSL required
Every calculation and report includes compliant disclaimer language — consistent and automatic
Every report generated is logged — protecting you if a client conversation is ever questioned by ASIC
Proactively tracking your clients' equity position keeps you ahead of their needs and supports your BID obligations under the NCCP Act
Every feature is built to operate within credit advice territory — no grey areas, no AFSL required
The report is just one piece. Browse the complete dashboard — ranked opportunity feed, client portfolio, equity calculator, and report builder — loaded with a sample broker book and ready to explore now.
We're working with a small group of Australian mortgage brokers to build Propvio into the tool the industry actually needs. Beta members get full access at no cost in exchange for honest product feedback.