Here’s a practical checklist designed for agents and teams looking to boost productivity, streamline workflows, and leverage the latest PropWise features.

1. Review and Organize Your Active Portfolios

• Archive closed deals and update property statuses.
• Ensure all property documents and notes are stored securely in your Homebook.
• Remove outdated or duplicate listings to keep your workspace tidy.

2. Analyze Your Performance Metrics

• Look at your average time to close, number of portfolios managed, and shared listings.
• Identify your top-performing months and what contributed to those results.
• Use PropWise’s dashboards to spot trends and areas for improvement.

3. Prep for Tax Season

• Export transaction records and organize client contracts.
• Double-check that all required documents are scanned and stored.
• Consult with your accountant early to avoid last-minute stress.

4. Reconnect with Your Clients

• Send personalized end-of-year thank-you notes or market updates.
• Request testimonials from happy clients to build your reputation.
• Share news about upcoming AI-powered features and how they’ll benefit clients in 2026.

5. Set Goals for 2026

• Define clear targets for portfolio growth, client acquisition, and collaboration.
• Block time for professional development—consider learning about AI tools or attending PropTech events.
• Plan to leverage new PropWise features, like NLP search and DealPilot, to stay ahead.

6. Refresh Your Online Presence

• Update your website, LinkedIn, and other profiles with recent achievements.
• Share your year-in-review on social media (tag PropWise for extra visibility!).
• Highlight your commitment to innovation and client service.

7. Stay Compliant and Secure

• Review your data protection practices and ensure GDPR compliance.
• Update passwords and review platform security settings.
• Plan to participate in any upcoming PropWise training or onboarding sessions.

Ready to make 2026 your best year yet?

PropWise is here to help you work smarter, not harder—so you can focus on what matters most: closing deals and delighting your clients. Let’s grow together!