✕
One place to run
Atlas Asset Group.
Prepared for Rose Mehr, following our call today. Thank you for your time, Rose, especially on a childcare pickup kind of day.
What we heard
Where Atlas is at right now
In your words from today's call, so you can tell us if we've missed anything.
Qualified lead generation is the challenge
The market has been unstable for the past three months, investors and owner occupiers are hesitant, and word of mouth has carried the business so far. You're actively looking for new strategies that work.
Running across separate tools
Zoho for the CRM, RP Data for property data, Stash for client comms and shortlists, WhatsApp and email around the edges. Each does its job, but they're separate jobs, and you're already weighing changes to parts of the stack.
One year in, building for growth
Three years in property, one year in buyers agency, with a plan to grow the client base and eventually the team. The systems you pick now are the ones that either carry that growth or cap it.
Support and training matter
You asked about training for yourself and your VA, and about how onboarding works. That's the part of this proposal we're most confident you'll like.
What PropVault does for Atlas
Three things, in order
Gives you time back
- Clients, sourcing, shortlists, settlements, compliance, outreach and the client portal in one platform, on your phone
- That hour a day back, verified across our member base and in our own agency, which runs on PropVault every day
- Full visibility for your VA too, so handovers stop being messages back and forth
Helps you find clients
- We won't pretend a platform buys you leads. It gives you the hours and the tools to go get them
- Email and SMS campaigns with AI drafting built in, agent brief outs, socials scheduling and full automation rolling out now
- One extra client a month from that time covers PropVault many times over, the numbers are on the next screen
Builds your network
- Connect your Gmail and off market stock lands in PropVault automatically from agent emails, with the data and map view attached
- Your partner list of agents, brokers and conveyancers builds itself as you work
- You join 50+ agencies on the platform, with a direct WhatsApp line to Dineth, Phil and the engineering team
The numbers
What an hour a day is worth
The first slider starts at 1 hour a day because that's our member average, the same figure from the call. The rest are yours to set. This is capacity maths, what the time makes possible, not a promise.
Your time: 7 h/week VA time: 5 h/week
Access to an extra $125,000 a year, without working another hour, whilst you and your VA get 48 hours a month back together, for $4,090 all in for the whole first year.
That first year figure is the 12 month licence and onboarding together, ex GST, paid up front. Nothing else to add.
Onboarding and support
You asked about this. It's our favourite question.
We load your data
You export from Zoho and wherever else things live, we prep it and load it in our format. Your account looks and feels like Atlas Asset Group from the first login.
Training for you and your VA
One on one sessions for you both, plus a welcome pack that steps you through your first weeks, and video explainers for every new feature we ship.
A WhatsApp group with us in it
Direct access to Dineth, Phil and the engineering team, any time. No ticket queues. This support runs for the life of the agreement.
Fortnightly optimisation sessions
We check how you're actually using the platform, tune your automations and workflows, and taper the sessions off as you fly. We only win when Atlas does.
Solo BA + VA is our home turf
We work with numerous other solo buyers agencies running with a VA, and we very actively work with VAs themselves. Your VA gets a weekly cadence with us to keep optimising how Atlas runs in PropVault.
Pricing, 2 licences
A partnership, paid up front
Every plan covers two licences, you and your VA, at no extra cost for your right hand. All prices ex GST. Six and 12 month terms only, because this works as a partnership, not a login. Most of our agencies choose 12 months, it's $1,980 less over a full year.
- Every new feature as it ships
- Best rate, one invoice for the year
- Same platform and support
- A shorter runway to test us out
- Your Zoho data prepped and loaded by us
- Account set up to look and feel like Atlas from day one
- Automations, email templates and SMS set up with you
| Optional add on, switch on any time | What it does | Cost ex GST |
|---|---|---|
| Homesnoop | The due diligence depth you're used to, layered onto every property record: zoning, overlays, easements, flood, bushfire and building data, plus the map view with power lines and development layers. This closes the gap you spotted today | $99 a month |
| StackGo ID checks | KYC and AML checks sent from the client record, results saved against the client, covers your Tranche 2 obligations. Pay only when you run one | About $11 a check |
| SMS number | Your own number for campaigns and client texts, sent from the platform | About $8.40 a month |
Worked example, first year all in and paid up front: 12 months plus onboarding plus Homesnoop is $5,278 ex GST. Without Homesnoop, $4,090.
Next steps
Ready when you are, Rose
- Pick your term
Reply to the email or message us on WhatsApp, 12 or 6 months
- We set the date
Invoice and kick off date from us, your Zoho export to us
- You're live
You and your VA, data loaded, within the first week