PropertyPath
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For UK property investors and acquisition firms

PropertyPath

From offer accepted to refinance, every deal in one place.

Keep your pipeline, legals and capital together. Know what needs chasing, what’s tied up and what comes next.

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Sample deals. No signup needed.

A look inside PropertyPathSample deal · 1 / 4

37 Moseley Street, Manchester

HMO · BRRR · Pennine Developments Ltd

Refinance in progress
Total capital deployed
£259,400
Bridge facility
£198,750
Projected cash out at refi
£57,750

Next reminder

Check valuation report with solicitor · due Friday

Legal checklist9 of 13 done
8 stages
From heads of terms to lettings handover
Day 63
A prompt to start your refinance preparation
Your numbers
Private from external solicitors

Why PropertyPath

Finding the property
is only the beginning.

There are good tools for finding deals and good tools for collecting rent. The part in between is where solicitors, searches, surveys, builders and lenders all need to come together.

Most investors manage that stretch in spreadsheets, group chats and their inbox. It works until a search goes unchased, a bridge approaches its expiry date or refinance starts a month too late.

PropertyPath gives that part of the deal a place of its own.

Traditional red brick terraced homes on a UK residential street

Find the deal

The opportunity

Buy, refurb, refinance

PropertyPath

Collect the rent

The ongoing portfolio

One deal, from start to finish

An accepted offer.
A clear path to refinance.

A sample Leeds BRRR deal, through the same milestones your team manages in PropertyPath. No live client data.

14 Ashfield Road

Leeds · Single let · Northgate Lettings Ltd

Illustrative deal

Before completion

The offer is accepted.

The agreed purchase, buyer and strategy sit together in the property file.

Heads of Terms agreed
Agreed purchase price
£168,000
Purchasing SPV
Northgate Lettings Ltd
Strategy
Buy, refurbish, refinance

What happens next

Instruct the solicitor. Confirmation creates a five-day prompt to chase the draft contract pack.

Milestone 1 of 9

Sample figures, not investment advice. SDLT assumes an England residential purchase by a Ltd company. Interest, redemption charges and refinance costs are excluded. Six months is a planning target, not a guarantee of lending eligibility.

What it does

The whole deal.
Not another spreadsheet.

From a first look at the numbers to your solicitor’s latest update, keep the detail connected to the property.

Know where every deal stands

Eight stages from heads of terms to lettings handover. See progress across your acquisitions without chasing the team.

Keep the legals moving

Searches, enquiries, valuations and exchange in one checklist, with due dates, notes and a record of who completed each step.

Remember the follow-up

Key checklist actions create the next chase automatically. See your tasks and follow-ups alongside your diary.

See what is really tied up

Purchase price, SDLT, fees and refurb spend, alongside borrowing, projected refinance proceeds and money left in the deal.

Prepare for your refinance

A day 63 prompt, a six-month planning target and bridge expiry warnings help you start the conversation with your broker early.

Keep every SPV in view

Link properties to your Ltd or LLP. See projected portfolio value, capital deployed and debt for each purchasing entity.

Bring your solicitor into the loop

Assigned conveyancers can update their checklist, upload documents and message your team. Internal margins and JV notes stay private.

Give a new deal a first look

Enter your purchase, refurb, end value and rent figures for a concise AI assessment of the key risks and next steps.

One connected journey

  1. 01

    Offer accepted

  2. 02

    Solicitors & searches

  3. 03

    Survey & valuation

  4. 04

    Exchange

  5. 05

    Completion

  6. 06

    Works & refurb

  7. 07

    Refinance

  8. 08

    Lettings handover

A few practical questions

Before you take a look.

The short answers. Anything else, bring it along and we will walk you through it in a demo.

Take a look inside
Who is PropertyPath for?

UK property investors and acquisition teams managing purchases, refurbishments and refinance, including those buying through Ltd companies and LLPs. You can record buy-to-let, BRRR, flip, conversion and development strategies.

Does it replace my solicitor or broker?

No. PropertyPath keeps the deal organised and gives your team a shared view. Your solicitor still handles the legal work and your broker advises on lending. Refinance dates are planning targets, subject to each lender’s criteria.

What can my solicitor see?

Solicitors see only properties assigned to their firm, with relevant property details, agreed terms, the legal checklist, documents and messages. Your internal commercial figures and investor notes are not shared with them.

Is the deal assessment financial advice?

No. It is AI-generated guidance to help you identify questions, risks and next steps. Verify the figures and assumptions with your professional advisers before making an investment decision.

Let’s talk

Tell us about
your property business.

Considering PropertyPath for your team, or interested in the business? Send us a note.

Your next deal, with a clearer path.

Less searching through messages. A clearer view of your money. Everyone working from the same property file.

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