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PropFindy Knowledge Base

Your launchpad for extending the realtor experience. Browse the sections on the left to find environment notes, architecture tips, and integration snippets.

Welcome to PropFindy

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Understand the core value of PropFindy and the quickest way to experience the AI-assisted property search workflow. This guide walks you through the end-to-end philosophy: why we built PropFindy, how the AI layers interact with your data, and how brokers can accelerate adoption across their teams without disrupting existing processes.

What PropFindy Does

  • PropFindy pairs natural language understanding with geospatial analytics so every plain-language brief is converted into actionable search constraints, ranked by machine learning models trained on historical deals.
  • Interactive map overlays visualize score distribution, commute bands, school ratings, and lifestyle attributes in one canvas, helping you narrate the ‘why this property’ story to clients.
  • Inventory management is unified—manual entries, CSV imports, API feeds, and third-party syncs share a single schema, so every feature you add becomes searchable moments later.
  • Dealrooms keep buyers, agents, and transaction coordinators aligned with threaded commentary, document vaults, and AI-generated summaries for executive briefs.
  • PropFindy integrates with CRMs, marketing automation suites, and analytics warehouses, allowing you to orchestrate nurture sequences and BI dashboards without duplicating effort.

First-Time Checklist

  • Confirm PropFindy access via your brokerage SSO or request an invite from the onboarding team. Multi-factor authentication is required for all admin roles.
  • Download the sample CSV template, populate at least 20 representative listings (with latitude/longitude if available), then upload to seed your workspace.
  • Bookmark this knowledge base and the release notes channel—major AI capability updates land there first.
  • Invite cross-functional stakeholders (marketing, compliance, operations) to a kickoff so they understand automation opportunities and governance guardrails.
  • Review the data retention policy and configure workspace-specific rules for archiving listings, anonymizing lead notes, and expiring deal artifacts.
  • Schedule onboarding with the PropFindy Success team; they’ll help calibrate match scoring, design your playbooks, and train power users on advanced tooling.