Start the loan review with the portfolio in view
See the loan, ownership and portfolio context your client has authorised before you sit down to review the lending.
Free for 30 days with as many clients and properties as you like. Card required, nothing charged until day 31.
Loan and portfolio context, shared by the client
Open the client record, check the loan dates and see the wider portfolio before the review. The client decides what you can access.
Founder walkthrough · 1:22
A client record, in context
The client controls the connection
Access starts read-only. A client can approve book edits, change permissions or revoke access. BrickTrack keeps the shared property record; it does not provide tax, lending or investment advice.
- Create your professional profile and invite a client.
- The client accepts the connection and chooses your access.
- Review their loan and portfolio record before the conversation.
- Keep the record available for the next client-authorised review.
Can I try it without a sales call?
Yes. Create an account, verify your email, then choose your role and practice details. Add a card at the last step. The trial runs for 30 days with no limit on clients or properties, and billing starts on day 31 at the rates on the pricing page.
Does this replace my professional software?
No. BrickTrack gives you the client-authorised property record. Your advice, checks and professional systems remain yours.
Try the workflow on your own trial account.
Set up your professional profile, then invite a client when you're ready.
Unlimited clients and properties. Card required, nothing charged until day 31.