What are real estate firm and agent accounts?

Real estate firm and agent accounts are designed for real estate professionals and agencies. These accounts allow you to manage multiple client relationships, gift subscriptions to your clients, and provide value-added services to help your clients maintain their homes after purchase.

Can I gift a subscription to my clients?

Yes! As a real estate agent or firm, you can gift a one-year Properteer subscription to your clients. This is a great way to provide ongoing value to your clients and help them maintain their new home. Gifted subscriptions include all Properteer features and allow clients to add unlimited properties for the duration of their subscription.

How do I gift a subscription to a client?

Through your real estate firm or agent account, you can invite clients and gift them a one-year subscription. Once you send the invitation, your client will receive an email with instructions to set up their Properteer account and activate their gifted subscription.

What happens when a client receives a gifted subscription?

When you gift a subscription to a client, they receive an email invitation to set up their Properteer account. Once they activate their account, they immediately have access to all Properteer features for one year, including the ability to add unlimited properties, create maintenance plans, and receive maintenance reminders.

What are the benefits of a real estate firm account?

Real estate firm accounts provide tools to manage client relationships, gift subscriptions to clients, and offer value-added services that help differentiate your services. By gifting Properteer subscriptions, you can help your clients maintain their homes and build stronger long-term relationships.

Can I have multiple agents under my real estate firm account?

Yes! Real estate firm accounts support multiple agents. The number of agent accounts and the number of free client sign-ups you can gift each year depends on your subscription level.

For Real Estate Professionals

The Closing Gift That Protects Their Investment.

Give your clients a free year of Properteer — 25 invites per agent/year, $9.95 each after that. Turn their Inspection Report into a digital home manual in seconds.

Multiple agents supported

Setup in 2 minutes

The Old Way

Gift basket & stacks of paper manuals

The New Way

Properteer

Not All Closing Gifts Are Created Equal

Make a lasting impression that actually helps your clients.

The Old Way

Traditional Gifts

Consumable — Forgotten in a week
No ongoing value or utility
Doesn't help when the furnace breaks
Generic and impersonal

"Nice bottle of wine... now where did I put that warranty info?"

RECOMMENDED

The Properteer Way

Smart Home Management

Valuable — Used monthly by homeowners
Proactively manages the home's health
Full property analysis at their fingertips
Keeps you top-of-mind for referrals

"Be the agent they remember when they're ready to sell again."

Zero manual entry

From Inspection Report to Personal Assistant Instantly

Don't make your clients type in data. Simply upload the inspection PDF and Properteer extracts everything automatically.

Upload PDF

Upload the home inspection report

AI Processing

Automatic data extraction

Digital Assistant

Complete property profile ready

Properteer Dashboard

Past Due

3 Tasks

HVAC filter, Gutter clean, Smoke alarms

Scheduled Tasks

5 Upcoming

Next: Water heater flush · Due Mar 12

Property Value

$842,500

Est. +4.2% YoY

1248 Willowbrook Dr, Denver, CO

Built 2017 · 2,650 sqft

4 bed · 3.5 bath · 2-car garage · Lot 8,400 sqft

HVAC serviced Jan 2025Roof inspected Sep 2024Smart leak sensors

Your Realtor

Jordan Fields

Summit Peak Ralty

[email protected] · (303) 555-2188

Realty Firm

Summit Peak Realty

Denver, CO

Broker: Alicia Nguyen · (303) 555-7722

Home Condition

87%

Roof82%

HVAC90%

Plumbing88%

Electrical85%

Exterior80%

AI Analysis

Snapshot

• Next 30 days: prioritize HVAC filter + gutter clean
• Budget: ~$420 upcoming, ~$1.8k next 12 months
• Risk watch: minor soffit wear; recheck in 6 months
• Recommendation: schedule roof inspection Q3 2025

Perfect for First-Time Buyers

Everything They Need to Protect Their Investment

Properteer empowers new homeowners with the tools they need to maintain their biggest asset.

Maintenance Reminders

Your clients get timely alerts for filter changes, gutter cleaning, and system checks. No more forgotten maintenance.

Budgeting & Analysis

Full property analysis helps them forecast expenses and avoid surprise repair bills. Smart homeownership starts here.

Your Name on Every Account

Your firm and agent profile stay front-and-center on every client's Properteer account, so they remember who helped them secure their dream home.

For Brokerages & Firms

Power Your Entire Workforce

Running a firm? Purchase a Firm License to give every agent in your brokerage access to Properteer accounts. Every invited client's account shows your firm and their agent, not just generic Properteer branding — so clients always know who gifted them the tool.

Firm profile card on every client account
Client & agent management tools
Analytics on client activity
Centralized billing

properteer.ai/firm-dashboard

Firm Dashboard

Enterprise

Agent Management

24 Active

Client Activity

156 Clients Invited

Firm Branding

Customized

Monthly Client Engagement

Simple, Per-Seat Pricing

Choose the number of seats you need. All plans include a 14-day free trial.

Need a custom enterprise solution? Contact us for tailored pricing and features that fit your organization.

Have Questions?

We're here to help! Whether you're curious about pricing, features, or how Properteer can work for your firm, our sales team is ready to answer your questions.

You can contact us directly at [email protected], or click here to send us a message:

Power Your Entire Workforce

Firm profile card on every client account

Client & agent management tools

Analytics on client activity

Centralized billing