The Buyer Journey

The journey begins when the buyer realises the need or desire to invest in property. This could be due to various reasons such as wanting to diversify their investment portfolio, seeking passive income, planning for retirement, or aiming for capital appreciation.

Client Outlines Investment Brief or Client’s Investment Priorities

The journey starts with the client identifying and outlining their investment goals and priorities. This includes understanding their financial capabilities, investment time frame, risk tolerance, and desired property type (e.g., apartments, townhouses…).

How InvestorPort Helps:

  • Consultation: InvestorPort offers an initial consultation to discuss the client’s financial situation, investment goals, and preferences.
  • Educational Resources: Providing guides, webinars, and articles to help clients refine their investment strategy.

Client & InvestorPort Team Identify Suitable Opportunities

Based on the investment brief, the InvestorPort team works closely with the client to identify suitable property investment opportunities that align with their goals and criteria.

How InvestorPort Helps:

  • Market Research: InvestorPort uses extensive market data and analytics to find the best investment opportunities.
  • Personalized Recommendations: Providing a shortlist of properties that match the client’s investment brief.

EOI Signed (Initial $1k Deposit Secures Investment Whilst Digital Contracts Are Prepared)

The client expresses their interest in a particular property by signing an Expression of Interest (EOI) and paying an initial deposit of $1,000 (fully refundable) to secure the investment.

How InvestorPort Helps:

  • Streamlined Process: InvestorPort assists with the EOI process and ensures all necessary paperwork is completed efficiently.
  • Deposit Handling: Securely managing the initial deposit and ensuring transparency.

Digital Contracts Signed and Exchanged

InvestorPort facilitates the digital signing and exchange of contracts, ensuring that all legal and contractual requirements are met.

How InvestorPort Helps:

  • Digital Solutions: Using digital platforms for secure and convenient contract signing.
  • Legal Assistance: Coordinating with legal professionals to ensure all contracts are in order.

Balance of 10% Deposit Paid

Within the contract terms, typically 14 days, the client pays the balance of the 10% deposit into a solicitor’s trust account. Once the receipt is issued, the contract becomes unconditional.

How InvestorPort Helps:

  • Reminders and Support: Providing reminders and support to ensure timely payment of the deposit.
  • Customer Referral Programme: Informing the client about the benefits of the referral program.

Pre-Settlement Inspection

A pre-settlement inspection is conducted to ensure the property is in the agreed-upon condition. InvestorPort’s Property Management team can handle this on the client’s behalf.

How InvestorPort Helps:

  • Inspection Services: Offering professional inspection services to verify the property’s condition.
  • Client Representation: Acting on behalf of the client to address any issues found during the inspection.

New Completed Homes – Congratulations Settlement Occurs

For newly completed homes, settlement typically occurs 30 days from the contract date. The client receives a welcome gift and access to the referral club.

How InvestorPort Helps:

  • Settlement Assistance: Ensuring a smooth settlement process.
  • Welcome Package: Providing a thoughtful welcome gift and introducing the referral program.

Off The Plan Sales – Construction Milestone Updates

For off-the-plan sales, InvestorPort provides regular construction milestone updates. Settlement occurs 28 days after the developer’s notification, followed by a welcome gift and access to the referral club.

How InvestorPort Helps:

  • Regular Updates: Keeping the client informed about construction progress.
  • Settlement Preparation: Assisting with preparations for the settlement process.

Six-Month Post-Settlement Inspection

Description: A six-month post-settlement inspection is conducted to ensure the property is maintained and any issues are addressed.

How InvestorPort Helps:

  • Regular Inspections: Conducting thorough inspections and providing detailed reports.
  • Maintenance Support: Addressing any maintenance issues promptly.

Monthly Property Management Statements

InvestorPort provides monthly property management statements to keep the client informed about their property’s performance and financial status.

How InvestorPort Helps:

  • Detailed Reports: Offering clear and comprehensive financial statements.
  • Transparency: Ensuring clients are fully aware of income and expenses related to their property.

Consideration to Your Next Property Investment

InvestorPort encourages clients to consider their next property investment, leveraging the experience and returns from their current investment.

How InvestorPort Helps:

  • Ongoing Support: Providing advice and opportunities for future investments.
  • Growth Strategy: Helping clients develop a long-term investment strategy for continuous growth.

By following these steps, InvestorPort ensures a smooth and successful investment property purchase journey for their clients.