Powerful Features

Everything you need to manage property with confidence

Property Vault brings all of your property information together in one secure, intelligent platform. Explore the features that give you complete control.

CentralisedAll property data in one place
SecureBank-level security and encryption
IntelligentAI summarisation and insights
ConnectedIntegrations with your existing tools
▢01

Document Management

Store, organise and manage all property documents in one secure vault.

  • Drag & drop uploads
  • Folder organisation
  • Version control
  • File preview
  • Secure backups
DocumentsUpload
Search documents...
  • All Documents
  • Contracts 32
  • Certificates 48
  • Planning 18
  • Drawings 27
  • Reports 36
  • Photos 84
  • Building Control Completion Certificate.pdf2 May 2024 · 2.4 MB
  • Planning Decision Notice.pdf21 Feb 2024 · 1.1 MB
  • Electrical Installation Certificate.pdf8 Jul 2024 · 1.8 MB
  • Home Insurance Policy.pdf1 Jan 2024 · 3.2 MB
  • Structural Report.pdf6 Dec 2023 · 4.4 MB
▦02

Drawings & Plans

Keep all property drawings and plans organised and easy to view.

  • View 2D & 3D drawings
  • Layer controls
  • Measurements
  • Markups & annotations
  • Compare versions
Ground Floor Plan▾
Layers · 12 Apr 2024
Layers
✓03

Certificates & Compliance

Track certificates, expiry dates and stay compliant with confidence.

  • Certificate library
  • Expiry tracking
  • Automated reminders
  • Compliance dashboard
  • Regulatory guidance
Certificates
Compliance92%
  • Compliant 18
  • Expiring Soon 2
  • Expired 0
Next ExpiryGas Safety Certificate12 Aug 2024 (in 28 days)
View All Certificates
◲04

Tasks & Actions

Manage tasks, assign responsibilities and track progress.

  • Create & assign tasks
  • Due dates & priorities
  • Progress tracking
  • Recurring tasks
  • Team collaboration
My TasksAll ▾
Overdue
Review planning conditions2 days overdueHigh
Today
Upload EPC certificateDue todayMedium
This Week
Check building insuranceDue 15 MayLow
Schedule roof inspectionDue 17 MayMedium
◨05

Reports & Insights

Generate professional reports and gain insights from your property data.

  • AI-powered summaries
  • Custom report builder
  • Export to PDF / Excel
  • Property analytics
  • Portfolio overview
Property Summary12 High Street, Leeds, LS1 2AB
OverviewTimelineValueCompliance
Key Insights
  • ▢ Total Documents245
  • ✓ Certificates20
  • ◲ Open Tasks4
  • ◔ Compliance Score92%
Generate Report
⌕06

Smart Search

Find anything instantly with powerful search and filters.

  • Full text search (OCR)
  • Filters & advanced search
  • Search across all data
  • Saved searches
  • Instant results
⌕ boiler certificate ×
AllDocuments (4)Tasks (1)Certifica…
  • Boiler Service Certificate.pdfDocuments · 15 Jan 2024
  • Boiler Installation Certificate.pdfDocuments · 10 Mar 2024
  • Boiler Inspection ChecklistDocuments · 22 Nov 2022
  • Annual Boiler ServiceTasks · Due 15 Jun 2024
◈07

Audit Trail

Complete history of all activity for transparency and accountability.

  • All actions logged
  • Who, what, when
  • Document versions
  • Export audit logs
  • Tamper-proof records
Audit TrailAll Activity ▾
Today
Document uploaded Building Control Completion.pdfby Sarah Johnson · 10:24
Certificate added Gas Safety Certificateby Mark Davis · 09:15
Task completed Upload EPC certificateby Sarah Johnson · 09:02
Yesterday
Document downloaded Planning Decision Notice.pdfby James Wilson · 16:45
◐08

Permissions & Access

Control who can view or edit your property information.

  • Granular permissions
  • Role-based access
  • Invite team & advisors
  • Client sharing
  • Secure guest access
Access ManagementInvite People
People with access
  • SJSarah JohnsonOwnerFull Access
  • JWJames WilsonSolicitorView Only
  • MDMark DavisSurveyorEdit Access
  • ETEmma ThompsonMortgage BrokerView Only
View Access Logs
◔09

Alerts & Reminders

Stay on top of important dates and never miss a deadline.

  • Expiry alerts
  • Task reminders
  • Email notifications
  • In-app alerts
  • Custom schedules
Alerts
AllUnread (3)Settings
Gas Safety CertificateExpires in 28 days · 13 Aug 2024
Building Insurance SolicitorExpires in 45 days · 29 Aug 2024
EPC CertificateExpires in 60 days · 13 Sep 2024
View All Alerts
⧉10

Integrations

Connect with the tools you already use.

  • Cloud storage
  • Accounting software
  • Calendar sync
  • API access
  • And more…
Connected Integrations
Google DriveConnected
DropboxConnected
XeroConnected
Outlook CalendarConnected
Available Integrations
OneDriveConnect
QuickBooksConnect
SlackConnect
ZapierConnect
API Access Available

Integrate Property Vault with your existing systems using our secure API.

View API Docs

Ready to experience the full power of Property Vault?

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