Property Matrix
A structured property due-diligence and evaluation tool for financial advisors, generating a weighted scorecard and printable report for each property under consideration.
Overview
Property Matrix gives financial advisors a consistent, structured framework for evaluating a property — scoring it across weighted criteria, financial metrics, and client fit, then generating a printable report.
Core Features
- Weighted property evaluation scoring across configurable criteria groups, with initial and weighted ratings per item
- Financial metrics: asking price, estimated market value, weekly rent potential, gross and net yield
- Investment potential assessment: growth rate, rental demand, vacancy rate
- Client-fit and strategy alignment: investment goals, portfolio fit, budget, loan pre-approval, location preference, risk tolerance
- Annual expense estimation: rates, insurance, maintenance, management fees
- An action-plan checklist: inspections, building/strata reports, contract review, financing, and accelerator-strategy exploration
- Final considerations with an overall property rating and advisor notes
- A gauge-chart visual scorecard and a printable, per-property PDF report
Technology Stack
Laravel, FilamentPHP
Architecture & Development Highlights
- Google Places address autocomplete for property search
- Server-rendered PDF reports via a headless-browser renderer
- Activity logging across property evaluations
Business Impact
Replaces ad hoc spreadsheet analysis with a consistent, structured evaluation framework — combining financial metrics, investment potential, and client-fit scoring into one weighted report per property.
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