PropertyReach
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PropertyReach Reviews — Pricing, Features & The Honest Take
PropertyReach Overview
What is PropertyReach?
PropertyReach is an off-market property search and real estate data platform for investors, agents, wholesalers, mortgage professionals and home-services providers. It combines nationwide property intelligence (ownership, equity, liens, comps, MLS/public records) with people/owner data (phones, emails, LLC & trust contacts, UBO resolution), PropPulse AI lead scoring, skip tracing, direct-mail fulfillment, basic CRM/pipeline tools and a RESTful API to help users find and outreach to motivated seller leads across ~158-160M U.S. properties.
| Company | Property Reach, LP |
|---|---|
| Year founded | 2022 |
| Company size | 1-10 employees |
| Headquarters | Sacramento, CA, USA |
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What PropertyReach is best for?
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What are the pros and cons of PropertyReach?
PropertyReach Product Details
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based |
| Support | Email/Help Desk, Knowledge Base |
| Training | Documentation, Live Online, Videos |
| Languages | English |
PropertyReach Pros and Cons
- Comprehensive property and ownership data including LLC/trust and UBO resolution
- Extensive filtering (130+ filters) and motivated-seller Quick Lists
- PropPulse AI prioritizes leads likely to sell in ~90 days
- Skip tracing and verified contact info included in plans
- RESTful API available for integrations
- CRM/pipeline features are functional but not as advanced as some competitors (limited dialing/call-tracking features)
- No published native mobile app (browser-only access)
- Detailed role-based permissions beyond team seats are not clearly documented
- No transaction/closing/document management features publicly listed
- No public listing of third-party integrations beyond the API
PropertyReach Pricing
PropertyReach Features
2-Factor Authentication / Security Features
A/B testing / variant designs / mockup variation
AI / automated transcription / summarization
AI support / AI agents / translation
AI-powered Guidance / Assistance
API / Developer Access
API / Refresh from external data
API / integrations / SSO / SCIM
API / integrations with third-party tools
API Access
API access (for automation)
API access / developer integration
API access / webhooks
API availability (for flows, forms, eSignature)
API for orders / product creation
Access Controls/Permissions
Activity Tracking
Address validation (USPS etc.)
Advanced / deep property filters
Advanced signer authentication & identity verification
Analytics / order tracking
Analytics / reporting / usage insights
Annual billing / discounts
Appointment scheduling / calendar management
Approval / publishing workflows
Audit Trail
Audit Trail, Versioning, Document Archiving
Audit trail / action tracking
Audit trail / compliance & legal / security standards
Auto-Replies / Automated SMS Responses
Automated Workflows
Automated responses / auto-replies / keyword rules
Automation (schedules, follow-ups, conditional triggers)
Backup & Recovery
Backward scheduling, Just-in-Time delivery
Badges / recognition / gamification
Billing & Invoicing
Billing system integration
Branding / domain customization / white-labeling
Branding options (labels, packaging inserts)
Broadcast messages / campaigns / segmentation
Bulk SMS / Text Messaging
Bulk file submission / upload (CSV / Excel / integrations)
Bulk send / mass signature invites
CRM / pipeline / workflow tools
CRM / sales pipeline (deals, lead tracking)
CRM Integration
Call Analytics & Reporting
Call Forwarding & Call Transfer
Call Queueing / Ring Groups
Call Recording
Call Tracking
Call Transcription & Summary
Call transcription / sentiment / intent analysis
Campaign / keyword attribution
Case management / closed-loop workflows
Chat assignment / routing
Chat history & transcripts
Chat templates / quick replies / message templates
Chat tracking
Chatbots (no code bots)
Client / patient portal
Clinical notes / documentation templates
Cluster management (management + compute nodes)
Collaboration (multiple users, shared editing)
Collaboration / Multi-editor
Collaboration / comments / reviews
Collaboration Tools
Compliance / security standards
Compliance with IRS & SSA rules / rejections / error checking
Compliance, security & privacy
Conditional routing / branching in workflows
Configurable Alerts / Automated Notifications
Continuous Transaction Controls (CTC) / Real-time Reporting to Government Authorities
Continuous Updates for Regulatory Changes
Convert video to written SOP
Corrected / void forms / amendments
Critical path calculation & styling
Custom Caller ID / Vanity Numbers
Custom Templates / Themes
Custom branding & email / invite customization
Custom call flows / IVR / forwarding options
Custom filtering / conditional formatting / advanced styling
Custom or bulk order handling
Custom reporting / dashboards
Custom reporting / export
Custom survey builder (drag-and-drop, logic / branching)
Custom variables / hidden fields
Customer Support
Customizable Dashboards
Customizable Templates
Dashboard / Reporting / Analytics
Dashboard multi-language support
Dashboards & Analytics / Compliance Intelligence
Data Import (Excel, Project, Jira, Smartsheet, Wrike)
Data Import/Export
Data Security & Certifications (ISO, SOC, etc.)
Data Visualization
Data freshness & update frequency
Deal / investment calculators
Dedicated hosting / custom domain
Deep resource management (assignment, workload, costs)
Dependencies / Critical Path
Dependencies / critical path display
Design tools / editor in platform
Direct outreach / marketing tools
Disaster recovery / redundancy
Document Management
Document collaboration (comments, redlining)
Document management / secure storage / signatures
Document storage / cloud storage integrations
Drag & Drop Interface
Drag-and-drop editing of tasks/milestones on visual timeline
Drag-and-drop rescheduling
Dynamic Number Insertion (DNI)
E-commerce / transaction tracking
Electronic delivery / e-delivery options
Email Integration
Enterprise deployment & IT controls
Exemption Certificate Management
Expiry date / shelf life management
Export (PowerPoint, image, etc.)
Export options (PPTX, image, PDF, etc.)
Export to PowerPoint / image formats
Federal & State e-file of many forms
File formats / print setups support
Finite capacity / Capacity planning (MRP II / Scheduling)
Flexible Deployment Options (Cloud, On-premises, Hybrid)
Form Scheduling
Form tracking / submission tracking
Free / Lite Tier
Free plan / no subscription
Free tier / Free version
GUI for both admin and end users
Gantt Chart View
Gantt charts / production calendar
Global Multi-Jurisdiction Coverage / Local compliance rules
HIPAA / GDPR compliance
Hierarchical / location / agent based reporting
IVR / Phone Trees
Identity / Entity Verification (TIN matching, etc.)
Import / sync from PM tools (e.g. MS Project, Jira, Smartsheet, Wrike)
Import / sync from external tools
Import existing documents (Word / PDF / PPT)
Import from Excel / CSV
Insurance billing / RCM
Integrated dialer / cold-calling system
Integration Capabilities
Integration with ERPs / eCommerce / Accounting Systems
Integrations with CRMs, helpdesks, marketing tools
Integrations with popular CRMs, ERPs etc.
Internal notes / tags on chats
Internal search / AI-assisted search/chat
Inventory management (stock levels, warehouses, multiple stocks)
Lab / imaging integration
Language Localization & Multi-language Support
Lead export / integration with CRM tools
Lead list building / Quick Lists
Lead scoring / qualification / rules / AI insights
Legally binding eSignatures
Limitations in free tier (items, time, credits etc.)
Live Call Monitoring / Coaching (listen, whisper, barge)
Live shipping rates / express shipping
Load balancing among nodes / cluster balancing
Local and toll-free numbers for tracking
Local production (multiple countries)
Lot / batch tracking
MLS listing data & comparables
Mapping / geolocation tools
Material Requirements Planning (MRP I)
Message templates approval (WhatsApp requirements)
Milestone Tracking
Mobile Access
Mobile access / mobile app
Mobile app (iOS/Android)
Mobile app / multi-device access
Mobile apps / mobile access
Mobile support (view/edit)
Mockups generation & downloadable mockups
Modern APIs / Developer Tools / Customizable Connectors
Monitoring / Alerts / Notifications
Multi-Channel Messaging
Multi-Device Access (mobile app, desktop, web)
Multi-Hypervisor Support
Multi-WhatsApp numbers
Multi-channel attribution (multi-touch, customer journey)
Multi-channel survey distribution
Multi-language Support
Multi-level Bill of Materials (BOM)
Multi-tenant / multiple workspaces / teams
Multi-tenant / user accounts / roles
Multi-user / team accounts
Multi-user Support
Multilingual Surveys
Multiple Timescales
Multiple language / auto-translate support
Multiple plants / multiple production sites
Multiple stores (connect shops)
Multiple timeline scales
Multiple timescales (e.g. months, quarters, years)
Multiple user / team seats
Multiple user roles / permissions
Multiple users / Collaboration
Nationwide property database
Native mobile apps
Number Porting
Offline / mobile app support
Offline authoring / desktop client
On-demand printing / zero inventory
On-premises deployment (self-hosted)
Open-source product
Open-text analytics: sentiment, themes, entity extraction
Operating system support for guest VMs
Order management / Sales / CRM
Owner contact data (phone, email) including LLC/trust/UBO
Ownership history / deeds / liens / tax data
PDF & DOCX template support (input & output)
Payment collection embedded in documents / forms
Payment link / commerce integration (catalog/shop)
Performance Metrics
Permissions / roles / access control
Personalization / customization (customer input at checkout)
Phone number masking
Planned vs Actual / Variance Tracking
Planned vs Actual tracking (variance reporting)
Planned vs actual tracking
Portfolio / multiple projects reporting
Power Dialer / Auto-Dialing
PowerPoint Integration / Add-in
PowerPoint add-in / MS Office integration
PowerPoint add-in / ability to export to presentation slides
Pre-fill documents / templates from CRM / database
Predictive scoring / AI lead ranking
Premium subscription plan
Price tools / profit margins tools
Pricing transparency / per form vs subscription tiers
Printing & mailing service (recipient copies)
Procurement / Purchase orders / Vendor management
Product catalog breadth
Product configuration / Matrix BOM
Public API / CLI
Quiz generation / assessment tools
REST / full API access
Real-Time E-Invoicing / Electronic Invoice Submission
Real-time Notifications
Real-time alerts or notifications on new leads
Real-time dashboards & reporting
Real-time production reporting (MES)
Real-time sync / data refresh
Reporting & Analytics
Reports / dashboard / summary forms
Resource / compliance templates
Resource allocation / workload management
Resource limits / quota (CPU, RAM, Disk space)
Response tracking & respondent management
Role-Based Access Control
Role-based Permissions / Admin Controls
Round-robin / automatic agent assignment
Routing / Operation steps / Shop floor scheduling
SMS / Email reminders / messaging
SSL / TLS for management interface
Scalability
Scalability to many nodes / VPS instances
Schedule office hours / out-of-office replies
Scheduled messaging / drip campaigns
Scheduler
Screen recording with narration
Search Functionality
Security Compliance
Security features (encryption, authentication, data storage retention)
Serial Number Tracking
Shared / Team Inbox
Shared / public / external sharing
Single Sign-On (SSO)
Skip tracing / instant contact info retrieval
Snapshot / backup management
Special / additional features (AI assistance, integrations)
Standard Accounting / Financials (GL, P&L etc.)
Step-by-step process capture
Storage management (thin provisioning)
Storage of historical forms
Store integrations (Shopify, etc.)
Subcontracting (outsourced operations)
Support & onboarding
Support & resources (help-desk, knowledge base, training)
Support & training (help center, documentation)
Support & training resources
Support for SAF-T / country-specific reporting formats
Support for conditional / formula / calculated fields in forms
Support for many languages / localization
Survey templates (CSAT, NPS, CES)
Sustainability / reduced carbon emissions
Swimlanes & Sub-swimlanes
Swimlanes or phases or multi-lane support
TIN matching (real-time, batch)
Task / workflow management
Task Dependencies
Task Management
Tasks & Milestones
Tax Filing & Returns Submission (Indirect & Information Reporting)
Tax Rate & Rule Determination (VAT/Sales/Use/etc.)
Telehealth video conferencing
Template library / pre-built SOP templates
Templates & Themes / Branding
Templates (pre-designed themes) and styling / branding (colors, logo)
Templates / preconfigured images
Third-Party App Integration
Timeline & Roadmap Views
Timeline / Gantt chart view
Training flows / onboarding paths
Two-factor authentication (2FA) / security features
Unified Inbox / Shared Communications
Usage billing / hourly billing
User Management
User segmentation & targeting / behavior-based triggers
Version history & restore
Version history / change tracking
Virtual Numbers (local, toll-free, mobile)
Voicemail
W-9 / W-8 collection/e-solicitation
Warehouse management (bins, picking, shipping)
Watermark / Export Restrictions in free plan
Web App / Browser Access
Web app / online version
Web form builder / fillable web-forms / mobile forms
Web-based (Online) application
Webhooks / APIs for integrations & customization
Webhooks / event notifications
White-label / branding control
White-label / rebranding support (for PSPs)
White-labeling / multi-tenant / client portals
Withholding Tax / Information Reporting Forms
Workflow & user role management (team collaboration, approval flows)
Workflow analytics / reporting
Workflow triggers (scheduled, record update, CRM event)
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: July 25, 2026
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