Projectport.
For advisors

Sell more by knowing

what each buyer wants.

Every proposal you share is tracked, so you walk into the next call already knowing which project the buyer is leaning toward and which unit they keep reopening. And with every developer's projects live in one place, you never lose a serious buyer to an outdated sheet.

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How it works

Track the projects you sell

Build a proposal for your client

See what they engage with

Engagement tracking

Know who's serious before you call.

Every proposal you send is tracked. You see which projects each client opens, which unit they keep coming back to, and when they last looked. So when a quiet buyer returns to the same unit twice in a week, you know it, and you call that day, about that exact unit. Not a "just checking in." A reason to talk.

The cost of scattered

To a serious buyer, scattered looks amateur.

The wrong price in a proposal. A unit you didn't know had sold. Chasing a developer for the latest sheet while your client waits. High-net-worth buyers notice every crack, and they take their business to whoever looks in control. Projectport keeps every project, price, and document live in one place, so you never hand them a reason to doubt you.

What your client receives

Every client opens a professionally designed brochure. With your name on it.

Pick the projects and it builds itself: branded, private, current. Polished like you spent the evening on it. You didn't.

Zenergy resort development at dusk
JAShared byJens Andersen · Advisor
A private shortlist
Zenergy shortlist
Zenergy suite interiorCandidasa, ID
Project 01 / 01
Zenergy
From$299,500Size56-200 m²Yr-1 yield12.9%
About this project

Zenergy is a new residential community in Candidasa, Indonesia, built on a simple belief: that where you live shapes how you live. We're creating an integrated ecosystem where movement, mindfulness, nature, and purpose are woven into the everyday fabric of the community itself.

Projectport.Private link · projectport.io/p/a8k2f3
Built into the platform
Module

Units & inventory

Availability, pricing, statusLive
Module

Pricing

Per-unit, payment plans, locked currencyLive
Module

Financial models

ROI, IRR, projected value, exitsLive
Module

Documents

Brochures, contracts, plansHub
Module

Client proposals

Branded decks, multi-projectBranded
Module

Advisor network

Your relationships, kept in syncSynced
Module

AI onboarding

Upload docs, AI extracts the dataAI
Module

Multi-currency

USD, EUR, GBP, SGD, AUD, IDR6 currencies
Module

Units & inventory

Availability, pricing, statusLive
Module

Pricing

Per-unit, payment plans, locked currencyLive
Module

Financial models

ROI, IRR, projected value, exitsLive
Module

Documents

Brochures, contracts, plansHub
Module

Client proposals

Branded decks, multi-projectBranded
Module

Advisor network

Your relationships, kept in syncSynced
Module

AI onboarding

Upload docs, AI extracts the dataAI
Module

Multi-currency

USD, EUR, GBP, SGD, AUD, IDR6 currencies
Branded client proposals

One branded proposal. Every project they care about.

Curate the projects your client is weighing into one branded proposal: locations, units, prices, returns, side by side. One link to send. Price changes, new units, updated photos: your proposal already has them.

Your portfolio

Your full portfolio, in one place.

Build your own portfolio with every development you offer, even ones not yet on Projectport. The platform-listed ones stay live and current. The off-platform ones you add yourself, with the info you already have. One portfolio, one place, one source of truth for your clients.

Everything in one place

Everything a client can ask for, in one place.

Open any project and it is all there: the full information, photos, floor plans, payment plans, and documents, always at the latest version. And when your client asks what the return looks like, you answer in the meeting: adjust the assumptions together and watch the numbers update.

Project informationPhotosFloor plansPayment plansDocumentsLive calculator
Live return calculator · recomputes as you change the assumptions

Close more. Chase less.

The hours you spend hunting files and rebuilding proposals are hours a serious buyer spends waiting. Put them back into the conversations that pay you.

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What else you get

Every tool you need, included.

No add-ons. No upsells. Every advisor account ships with everything below.

Project library

Browse, search, filter

Search by city, price band, unit type, status. Save filters per client.

Per-unit availability

Real-time status

Available, reserved, sold. Live everywhere instantly.

Payment plans

Per-project schedules

View the developer's multi-stage payment terms with milestones.

Document gating

Track who downloaded

Send brochures and agreements with tracking built in. Always at the latest version.

Financial models

ROI, IRR, exits

Slider-driven, recompute in real time. Pull any unit's model as a standalone pack for the investor weighing that exact deal.

Find new projects

Find projects you'd like to sell

Browse developer projects looking for advisors. Filter by city, price band, unit type. Apply to represent the ones that match your client base.

Why it sells more

More deals close. Both sides.

Mistakes lose clients. Streamlined work doesn't. When everyone's on the same page, every page is the right one, and the deals follow.

Today
Scattered across emails, spreadsheets, PDFs.
Hunts for answers. Sends outdated data. Misses updates.
Loses trust. Drifts. Goes quiet.
With Projectport
One place. Always up to date.
Answers in seconds. Sells with confidence. No slip-ups.
Stays close. Trusts the process. Closes.
Sell smarter.Mistakes down.Sales up.
Start

Ready to sell with insight?

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