Built with you from day one.20+ buyers agent features shipped together in 12 months.This is phase 2.
Phase 2 of PropVault was already on the roadmap. We are fast tracking it as hard as humanly possible to make this work for you. You have runway on the platform through November. We have runway to put our whole crew on the work below, incrementally, removing the blockers you told us about step by step.
We hear you on cost and we understand the perspective. We need to prove the below can be done first, before talking about any of that from our perspective.
GHL to PV Integration
Capture
- GHL to PV webhook bridge
Cleanse
- Dedup on phone and email
- Tag automatically by source and campaign
- Merge existing contact, keep history
Sync
- Two way contact and note sync
- Lead status writes back to GHL
Result: one source of truth for every lead. The team stops re-keying contacts and PV becomes the single place a deal lives.
Sales, Ops and Client Comms
Comms
- Postmark already wired in PV. Configure campaign templates and build the FE to send them
- SMS and WhatsApp Business
- Outbound calling with recording and notes
Calendar and booking
- Google Calendar two way sync
Marketing and AI
- Instagram, Facebook, LinkedIn DMs in inbox
- Meta Business Suite and Google Ads attribution
- AI lead triage and reply drafts
Result: every client conversation, call and campaign lands on the contact record. No more switching tabs to find what was said.
Self Serve Automation
Triggers
- Stage change in kanban
- Checklist item ticked or overdue
- Settlement timeline events (cooling off, B&P, finance, settlement). Drives the Alaya workflow already built into PV.
- Date offset, e.g. 7 days before settlement
- Tag added or removed
Actions
- Send email, SMS or WhatsApp
- Create task, assign owner, set due date
- Move card, change stage, update field
- Post to Slack channel
Build experience
- Visual if this then that builder
- Test run on a real record before publishing
- Version and rollback per automation
Result: Alaya builds and edits its own automations. No dev ticket, no waiting. The team ships workflow changes the same day they're needed.
BA Native Workflows + Partnerships
Everything in this section was built around how Alaya operates, or sits behind a signed partnership we own. It doesn't exist in GHL. Rebuilding it is a 3 to 6 month project, and the partnerships can't be rebuilt at all.
Connective partnerships (key value adds, GHL will never deliver)
- AML sync. Partnership agreed. Compliance runs inside PV, not a side tool.
- Automated contract reviews. Partnership agreed. Contract turnaround in hours, not days.
- PropGoal sync. Live next week. Client goals and progress land on the contact automatically.
- HtAG sync. In planning. Suburb and market data on the property, no tab switching.
- Homesnoop DD sync. Due diligence pulled straight into the property record.
Client experience
- Mobile first client portal
- eSign agreements (incl. SA agreements)
- Document vault per property and client
Deal engine
- Settlement timeline with auto reminders
- Off market matching to client briefs
- BA tuned kanban and checklists per stage
- Auction checklist and day of workflow
Compliance and network
- AML via StackGo
- Partners directory and tagging
- Principal reporting on team activity
Result: the workflows and partnerships that make Alaya, Alaya. AML, automated contract reviews, PropGoal, HtAG, Homesnoop, client portal, eSign, off market matching. None of this exists in a generic CRM, and the partnerships can't be bought off the shelf.
Connect the Whole Stack
Core platform
- PropVault is the spine. CRM, pipelines, workflows, client portal, all in one.
- One source of truth. Every tool below reports back here.
- No more reconciling Monday, HubSpot and GHL by hand.
Comms (automation opportunity)
- WhatsApp wired into PV. Triggered messages, logged threads, no copy paste.
- Gmail two way sync. Inbound emails attach to the right buyer automatically.
- Slack, native and two way. Built on Tal's Slack bot concept, now wired directly to PV's structured dataset. Alerts, threaded replies and actions flow back into the contact record. Real, long lasting, secure connections instead of brittle glue.
Intelligence (automation opportunity)
- Claude and GPT inside PV. Draft suburb reports, client updates, follow ups in one click.
- HtAG and RP Data pulled in natively. Property and suburb data on the contact, not in a tab.
- Buyer brief in, shortlist out. AI does the first pass, you do the call.
Ops and finance (automation opportunity)
- Annature triggered from PV. Agreement sent, signed, filed, status updated, no clicks.
- Google Drive and Sheets connected. Files land in the right folder, trackers update themselves.
- Xero billing tied to pipeline stage. Invoice on engagement, on settlement, on retainer renewal.
Middleware (interim)
- Interim glue stays in place until each native integration lands. Zero service gap during the cutover.
- Every interim tool we replace, you stop paying for. The middleware bill shrinks as we go.
- End state: PV talks directly to every tool, natively.
Result: native, two way connections built on PropVault's structured dataset. Slack, WhatsApp, Gmail, Annature, Xero, HtAG, all wired in properly. Long lasting and secure, not brittle glue between tools.