Start the next-purchase conversation with the current portfolio
See the portfolio context your client has authorised before you discuss what may come next.
Free for 30 days with as many clients and properties as you like. Card required, nothing charged until day 31.
Portfolio context for the next conversation
Review the properties, values, loans and recorded equity in the client-authorised portfolio. The investment decision stays with the client.
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 controls access.
- Review the portfolio record before the next conversation.
- Return to the same client-authorised context when plans change.
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.