Compare user types

Your user type decides which dashboard you see. Personal accounts track the properties you live in, own or are thinking of buying. Business accounts manage properties on behalf of clients.

Every account starts as Standard. You can switch type at any time from your profile, and nothing is lost — you just get a different view of your properties.

Personal dashboard — Standard and Investor

Your properties sorted into Homes, Investments and Watching, with the latest value of each.

Add a loan balance and your LVR to see equity across everything you own, and schedule AI updates to keep values current between formal valuations.

Client property list — Auditor and Legal

One searchable, filterable list of client properties, each with your own client reference. Import properties in bulk from a CSV.

Export the list to CSV or download the completed reports for a whole set of clients in one go. Personal finance fields such as mortgage and equity are left out.

User Types	Personal dashboard		Client property list
User Types	Standard Home and watchlist	Investor Home, investments and watchlist	Auditor SMSF client properties	Legal Estates and legal matters
Who is it for?	Home owners, buyers and sellers who want to know what a property is worth.	Investors tracking their home, investment properties and a watchlist in one place.	SMSF auditors and accountants who value fund properties for many clients.	Solicitors and conveyancers valuing property for estates, family law and other legal matters.
Dashboard	Personal	Personal	Client property list	Client property list
Request valuations	Included	Included	Included	Included
Add properties	Included	Included	Included	Included
Home and watchlist tracking	Included	Included	Not included	Not included
Investment portfolio list	Included	Included	Not included	Not included
Mortgage, LVR and equity	Included	Included	Not included	Not included
Scheduled AI value updates	Included	Included	Not included	Not included
Client reference on each property	Not included	Not included	Included	Included
Search, filter and page large client lists	Not included	Not included	Included	Included
Import properties from a CSV	Not included	Not included	Included	Included
SMSF trust name and legal owner fields	Not included	Not included	Included	Not included
Export to CSV and download reports in bulk	Not included	Not included	Included	Included

Valuation types and prices are the same whichever user type you choose. To change type, sign in and use Choose Your Dashboard on your profile page.

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