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How To Use Our Sourcing Tool

Learn how to use our market leading sourcing tools to find better deals, quicker and easier.

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Written by Domenico Davis
Updated over 6 months ago

Why Choose Our Platform?

Unlike traditional property portals, our platform transforms your property sourcing process with powerful features designed specifically for property professionals:

  1. Instant Deal Finding: Find properties matching exact criteria in seconds instead of hours of manual searching

  2. Smart Filters: Quickly identify motivated sellers, price reductions, and time on the market

  3. Complete Deal Analysis: From initial search to final offer, manage everything in one place

  4. Professional Pipeline Management: Organize deals by strategy, location, or client

  5. Integrated Comparables: Save and track relevant sold prices, rental properties, and HMO comparables directly to your deals for streamlined due diligence

As mentioned in the videos: "Within seconds, you could have found a property that meets exact requirements, which you wouldn't be able to do in any other portal, where you'd been searching for ages."

Video 1: Getting Started with Property Searches

Key Topics Covered:

  1. Basic navigation of the platform

  2. Using the search functionality

  3. Understanding the four main tabs:

  4. Quick Search

  5. Save Strategies

  6. Email Alerts

  7. Deal Pipeline

  8. Adding locations (outcode vs custom area)

  9. Using filters effectively

  10. Saving searches for future use

Detailed Guide

The foundation of successful property sourcing starts with effective searching. This video demonstrates how to:

Search Functionality

Our search capabilities go far beyond traditional property portals, offering strategic advantages for property professionals.

Location Selection

Outcode Search

  1. Quick area targeting (e.g., G12)

  2. Multiple outcodes simultaneously

  3. Instant property count updates

Custom Area Drawing

  1. Draw precise search areas on the map

  2. Target specific streets or neighborhoods

  3. Scale from single street to entire UK coverage

  4. Combine multiple areas for complex strategies

Strategic Search Scenarios

HMO Opportunity Finder

Filters Combined:

- Entire UK selection

- Exclude Article 4 zones

- Max 2 miles from university/hospital

- Min 3 bedrooms

- Unmodernised properties

- Square footage > 1000

Benefit: Instantly find high-potential HMO conversions near key amenities

Motivated Seller Detector

Filters Combined:

- Time on market > 3 weeks

- Price reduced > 5%

- Negative equity properties

- Unmordernised condition

Benefit: Target properties with the highest negotiation potential

BTL Yield Maximizer

- Max 1 mile from the train station

- Current yield > 7%

- Price reduced properties

- Tenanted properties

Benefit: Find high-yielding properties with proven rental demand

Pro Search Tips

Start Broad, Then Refine

  1. Begin with wider area

  2. Add filters progressively

  3. Monitor property count changes

Save Strategic Searches

  1. Create search templates

  2. Quick access to proven criteria

  3. Regular monitoring of new matches

Combine Motivational Factors

  1. Price reductions

  2. Time on market

  3. Seller circumstances

  4. Property condition

Use Amenity Distances Strategically

  1. Schools for family homes

  2. Transport for commuter properties

  3. Universities for Student HMOs

  4. Hospitals for professional HMOs

Video 2: Using the Deal Profitability Calculator

Key Topics Covered:

  1. Accessing the deal calculator

  2. Available strategy types:

  3. Buy-to-Let

  4. HMO

  5. Flip

  6. BRR

  7. Understanding the three main sections:

  8. Property Description

  9. Deal Status

  10. Deal Inputs

  11. Saving and printing deal reports

  12. Accessing historical deals

Detailed Guide

The calculator is your financial command center for analyzing potential deals.

Calculator Types

Buy-to-Let Calculator

  1. Monthly rental income analysis

  2. Operating expenses breakdown

  3. Mortgage calculations

  4. Return on investment metrics

HMO Calculator

  1. Room-by-room analysis

  2. Specialized operating costs

  3. Licensing considerations

Flip Calculator

  1. Purchase costs

  2. Renovation budgeting

  3. Sales projections

  4. Profit margins

BRR Calculator

  1. Initial purchase analysis

  2. Refurbishment costs

  3. Refinance projections

  4. Equity release calculations

Video 3: Managing Your Deal Pipeline

Key Topics Covered:

  1. Creating new pipelines

  2. Customizing columns

  3. Adding properties to pipelines

  4. Using different view options:

  5. Card view

  6. Map view

  7. Table view

  8. Adding labels to properties

  9. Managing comparables

  10. Adding documents and comments

  11. Archiving pipelines

Detailed Guide

Transform your property sourcing into a streamlined process with the pipeline management system.

Pipeline Setup

Creating Pipelines

  1. Strategy-based pipelines (HMO, BTL, etc.)

  2. Location-based pipelines

  3. Client-specific pipelines

  4. Multiple pipeline management

Column Customization

  1. Default columns (Due Diligence, Viewing, Offer Made, etc.)

  2. Custom column creation

  3. Color coding options

  4. Column reordering

Property Management

Property Cards

  1. Essential property details

  2. Photo management

  3. Quick actions (add, open, hide)

  4. Status tracking

Comparables Integration

  1. Save sold comparables

  2. Rental comparables

  3. HMO comparables

  4. Planning applications

  5. Service accommodation data

Support and Resources

  1. Live chat support available 24/7

  2. Regular platform updates

  3. Community support via Facebook groups

  4. Training videos and documentation

Need help? Our support team is always available through the live chat feature in the bottom right corner of your screen.
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