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Uploading Documents
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Risk Review
12 articles
Managing Properties
6 articles
Client Communication
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Portal Verified
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Billing & Plans
7 articles
Frequently asked questions
You can upload documents three ways: (1) drag-and-drop on the web app, (2) take a photo or select a file on your mobile device, or (3) forward any email with attachments to your unique Portal email address. Supported formats include PDF, DOCX, and image files. Most HOA packets are processed in under 2 minutes.
Our AI reads every page of every uploaded document and looks for financial exposure, legal restrictions, deferred maintenance, HOA delinquencies, special assessments, rental restrictions, and more. Each risk is assigned a severity level (High / Medium / Low), a dollar impact estimate where possible, and a direct link to the page in the original document where it was found.
Every risk flagged and every answer provided by Property Portal 24 is sourced directly from the uploaded documents. We never generate information that isn't present in the source material. Every insight includes a page citation so you can verify it yourself in seconds.
From any property, click "Invite Buyer" and enter your client's email. They'll receive a branded invite with a secure link giving them read-only access to their property portal — including document summaries, the risk overview, and the AI Q&A interface. Their experience requires no account setup.
Yes. From any identified risk, you can generate a professional repair request letter or a seller credit request letter in one click. Letters are pre-populated with the risk details and dollar impact. You can edit, copy, or send directly from the app.
Any active Property Portal 24 subscriber with at least one completed property review is eligible for Portal Verified status. Visit the Portal Verified page to learn more and apply. Once verified, you'll receive your badge, be listed in our agent directory, and get a shareable verification asset for your email signature and listings.
Yes. All documents are encrypted at rest and in transit. We are SOC 2 compliant. Documents are never used to train AI models. Each client portal has a unique secure link and is only accessible to people you explicitly invite.