Match each property against the client brief, keep research and recommendations connected, then publish a clearer shortlist without exposing your internal workspace.
The problem
Client work often fragments across portal links, chat threads, screenshots, and internal notes. Realvory keeps the brief and research workflow together, shows how each property fits the client's requirements, then creates a clearer external shortlist without exposing the team's working space.
What it helps with
Informational tools to support screening and due diligence. Not financial, investment, or real estate advice.
From a client brief to a clear recommendation
Client Brief Fit checks budget, location, property type, bedrooms, bathrooms, target yield, entry capital, and ready or off-plan strategy. Required misses and missing evidence stay visible before a property reaches the client.
Turn an internal portfolio into a live client shortlist with consistent property context. Clients can review a focused set of candidates without needing access to your private workspace.
Team workspaces add seats, shared portfolios, shared client workflows, role-based access, and pooled Realvory Sage credits so research does not disappear into individual accounts.
FAQ
Yes. Eligible plans can publish a live, client-ready shortlist link with structured property context instead of sending a loose collection of portal links.
Team workspaces support member invitations, owner, admin, and member roles, shared portfolios, shared client workflows, and a pooled Realvory Sage credit allowance.
Client shortlist publishing starts on Advisor. Team adds a multi-seat organization workspace and shared team workflows. Larger organizations can contact Realvory about Enterprise.
No. A published shortlist uses a shareable client link, so the recipient can review it without joining your internal workspace.
Choose Advisor for client publishing or Team for shared seats, portfolios, clients, and research workflows.