A personal database for commercial property agents
Your whole book. Out of your head.
Dossier is your personal property database. Just talk to Claude and it keeps track of the people, properties, requirements, negotiations and loose ends that make up your day.
The problem
Half the job is keeping a hundred moving parts straight.
The problem is not a lack of information. It is knowing where everything is up to, what happens next, and what matters today.
How it works
Talk to Claude. Dossier keeps the record.
Tell Claude what happened.
After a call, from the car, between inspections. Speak naturally. No forms and no tidy CRM note required.
Your database updates itself.
People, companies, properties, requirements, negotiations, promises, next steps and useful context stay connected in your own working record.
Ask Claude what matters.
“What needs progressing today?” “Who is holding up 14 Smith Street?” “What do I have that matches this tenant?” “Who needs an update this week?”
Open the database when you want the whole picture.
See live transactions, make quick updates, view properties on a map and generate clear weekly reports for sellers and landlords.
The work that matters
Three jobs. One record of what is actually going on.
Progress transactions
Know who is waiting on whom, what has been completed, what is stuck and the next action needed to get to exchange or lease.
Match people to property
Connect live requirements with current and historic stock, off-market conversations and the useful things you heard months ago.
Keep clients updated
Know exactly what activity has happened around a property, then turn it into a useful seller or landlord update without reconstructing the week from memory.
Transaction progression
No more “I think we're waiting on their solicitor.”
Drawn-out deals get messy because the buyer, seller, landlord, tenant and both sets of solicitors each see one part of the picture. Dossier keeps one current view of the transaction, so you can see the blocker and push the right person.
Your database
Talk when you're moving. Open it when you want the whole picture.
Claude is the fastest way in. The database view is there when you want to scan the book, make quick changes or sit down and work through it properly.
What changes
What stops slipping.
Alongside your CRM
Your CRM can stay. Dossier is your personal working database.
The CRM remains the agency system of record. Dossier is the place you actually work from day to day: faster to update, easier to question, and detailed enough to hold the context that normally stays in your head.
For agencies
Better visibility without asking agents to become administrators.
Security and data privacy
Your best intel stays yours.
Buyer requirements. Landlord intentions. Negotiation history. Off-market conversations. Dossier holds information that matters, so access and data hygiene are treated accordingly.
2FA at the door.
Your account is protected with two-factor authentication, adding another layer between your database and anyone who should not be in it.
Strict data isolation.
Each workspace runs in its own isolated database schema with tightly scoped access, so your records stay yours.
A database that gets a spring clean.
Automatic data compliance audits flag stale records for review, so old data does not quietly gather dust forever. Keep what is still useful. Clear out what is not.
Pricing
Simple for one agent. Built to roll out across an agency.
Your own Dossier. Talk to Claude, manage your database, progress transactions, match people to properties, map what is on your radar and generate client reports.
For agencies that want to give Dossier to a team of agents. Enterprise deals start at 10 seats and can be structured around your rollout.
Early access
Run the book from one clear record.
Join the early access list. We're starting with commercial property agents in Sydney.