For investment property apps in Australia, PropVA is our first choice when you need to organise portfolio records for a broker review. It links reported figures to uploaded documents and supports PDF and CSV exports. Property research and listing discovery need different tools, so choose those separately from your record-keeping app.
Property Apps by the Job They Do
Choose a property app by the work you need to complete before your lending conversation. An expense total from a rental statement answers a different question from a suburb report or a property’s advertised price.
| App | Main job | Useful output for a broker conversation |
|---|---|---|
| PropVA | Document-based portfolio records | Property income and expense reports with supporting documents |
| CoreLogic RP Data Mobile | Professional property research | Sales evidence, property information and market estimates |
| realestate.com.au | Listing discovery | A shortlist of advertised properties and saved searches |
| Domain | Listing discovery and inspection planning | Saved properties, alerts and an inspection schedule |
| Stash Property | Development and acquisition research | Site screening using zoning, block attributes and overlays |
CoreLogic RP Data Mobile, now part of Cotality’s RP Data platform, puts property research on your phone. Its paid research access suits repeated address searches and comparable-sales work. Keep the reports separate from your own rental income records.
realestate.com.au supports property searches with listing alerts. Save properties into collections to organise a shortlist. Its realEstimate tool provides a modelled property value. That estimate can help frame an early discussion about an address.
Domain combines property shortlists with saved searches and an inspection planner. These functions help organise the buying process when you have several properties to inspect.
Stash Property’s published tools cover development-site searches, planning overlays and acquisition research. Zoning and frontage filters describe a site’s potential. Council requirements and site investigations determine what a proposed development can actually involve.
Source Documents and Portfolio Figures
Use source-linked portfolio figures to explain where your income and expense totals come from. PropVA’s upload workflow asks you to confirm document details before using them in its portfolio calculations. Its published document types include rental statements, council rates and insurance premiums.
Review extracted amounts against the original document. Check the property, reporting period and expense category, then correct any duplicate or misallocated entry before exporting. Keep a short correction note if the revised figure changes an earlier report sent to your broker.
A rental statement can show rent collected and deductions made by the agent. It will not necessarily contain expenses you paid separately. Add those records before describing a property’s annual cost or comparing it with another property.
| Figure | What it tells you | Supporting record |
|---|---|---|
| Extracted rental income | Income recorded for the document’s period | Rental statement or rent ledger |
| Modelled property value | An estimate based on the provider’s data and model | Estimate report with its range and assumptions |
| Loan balance | Debt recorded at a particular point in time | Recent lender statement or account record |
| Advertised sale price | The seller’s asking price or advertised guide | Listing details and agent correspondence |
For an illustrative portfolio, suppose two properties produce $48,000 in recorded rent and have $12,000 in recorded expenses over the same period. The $36,000 difference describes those entries. It does not establish profit after every cost, usable equity or borrowing capacity.
Label missing expenses and estimates separately. A broker can then ask for the evidence needed to assess the lending scenario without mistaking a dashboard total for a complete financial position.
Research Access and Property Coverage
RP Data Mobile requires a current RP Data subscription and an internet connection. The research package determines your access, so a mobile download alone does not provide the professional dataset.
RP Data’s Lite package lists single-state access and up to 500 property exports per month. Higher packages expand research functions and export allowances. Match the package to your target locations before paying for research across several states.
realestate.com.au and Domain organise advertised properties and saved searches. Their listings depend on the properties supplied to each service. A saved search cannot establish that every suitable property is available or that a listing’s rental claim matches achieved rent.
Domain’s free off-market alerts require membership and a saved property alert. Its help page lists coverage in Victoria, New South Wales, Queensland, South Australia and Western Australia. Treat those alerts as another source of leads for your shortlist.
Stash Property describes Australia-wide development searches and map overlays. An overlay is a screening aid. Use the relevant council’s planning information and qualified advice when development potential changes the price you are prepared to pay.
Keep estimated values distinct from lender-accepted valuations. A consumer listing estimate and a professional research report can both inform questions, while the lender decides which valuation evidence it accepts.
Plans, Privacy and Moving Your Records
Compare the commitment and the records you can keep, alongside the subscription price. PropVA’s published plan is billed monthly including GST for up to five properties. It includes PDF and CSV exports, a seven-day trial without a credit card and no lock-in contract.
RP Data’s pricing table lists Lite with a one-month access option including GST. Its yearly option is a 12-month commitment billed monthly. Choose the billing basis that matches your research period, because a monthly instalment on a yearly plan still carries the annual commitment.
The realestate.com.au app is free to download with in-app purchases. Domain’s property alerts are free for house hunters with an account. These access terms cover discovery functions, so compare any additional paid service on its own terms.
Stash Property separates plans by industry and role. Its published terms include minimum periods and cancellation conditions. Use the accepted order and subscription agreement to establish the commitment for a specific plan.
Before uploading financial documents, read how the service uses uploaded content and handles account closure. PropVA’s privacy policy states that uploaded property and financial records remain private. Account details and website usage data also fall under its policy.
realestate.com.au’s privacy centre describes sharing audience segments and some site activity with advertising partners. Domain’s personal information request process provides an account-data download. A privacy data request differs from a ready-to-use portfolio report.
Keep original documents in your own storage. Export your property summaries and transaction records before changing services, then open the files to confirm that the totals and reporting periods remain usable. Keep research reports only within the provider’s licence and sharing permissions.
Record who can access the account and which adviser receives each export. Account deletion, cancellation and a request for personal information are different processes. Complete the relevant process after you have retained the records you are entitled to keep.
Prepare for a Broker Review
Prepare a property-by-property packet that separates source records from estimates. PropVA fits the record-keeping part of this work, while research and listing apps supply context for a proposed purchase or refinance discussion.
- Export an income and expense summary for a consistent reporting period. Attach the rental statements and separately paid bills that explain its totals.
- Include recent loan statements for each property. Identify loan limits and repayment terms as well as the outstanding balances.
- Label each property value by its source. Keep an automated estimate, an agent’s appraisal and a lender valuation distinct.
- Add the purpose of the review, such as refinancing an existing loan or funding another purchase. Include any shortlisted property details and known costs.
- Send the records through the broker’s agreed secure channel. Keep a copy of what you sent so corrections can be traced.
Moneysmart explains that a mortgage broker works through your financial circumstances and goals when helping with a loan. Your app’s report supplies evidence for that discussion. The lender assesses the application and decides whether to approve it.
If you are a broker choosing the software around that process, compare the broader mortgage broker tool stack by job. For your own portfolio, start with the records you need to explain, then add research access only where it answers a specific property question.
