Skip to content

How it works

How InvestPilot Pro works: from published listing to buyer enquiry, in five steps.

For each step: what you do, what InvestPilot does for you, and the matching screen. All the data shown is demo data.

14 days free · No commitment · Cancel at any time

  1. 01 / 05

    You create your agency account and choose a plan.

    You
    You create your account, choose Solo, Agency or Network and start your 14-day trial.
    InvestPilot
    The dashboard guides you through ‘Getting started’: plan, first listing, public profile, team.
    pro.investpilot.co/dashboardDemo data

    Getting started

    Three steps for your agency to start receiving enquiries.

    • Choose a plan

      Needed to publish. 14-day free trial.

      Done
    • Publish your first listing

      It gets its InvestScore for five buying goals.

      Done
    • Complete your public profile

      The phone number and email buyers see.

      Start
    • Invite your team

      Each agent sees their own listings and contacts.

      Start
  2. 02 / 05

    You publish a listing, InvestPilot works out its score and costs.

    You
    You fill in the listing: location, price, floor area, bedrooms, photos and description.
    InvestPilot
    The location is recognised, the price per m² is compared with the area reference, then the scores for the five buying goals and the real costs are calculated.
    pro.investpilot.co/properties/newDemo data

    Location

    El Palo, Málaga

    Price

    €415,000

    Floor area

    98 m²

    Area reference price - El Palo

    Reference: €4,410 per m², or €432,180 for 98 m²

    Your price: €4,235 per m²

    Close to the area reference (within 10%).

    InvestScore by strategy

    Calculating score…

    • Main home
    • Second home
    • Long-term let
    • Holiday let
    • Buy to renovate and sell
  3. 03 / 05

    The buyer finds your listing and understands it.

    You
    Nothing to do: the listing is visible on investpilot.co, in the search results and on the map.
    InvestPilot
    The buyer chooses their buying goal and reads the score, the costs, the monthly mortgage payment and the price against the area.
    Penthouse with terrace in El Palo (sample home)

    Penthouse with terrace in El Palo

    €415,000 · 98 m² · 3 bedrooms · Málaga

    Buying goal chosen by the buyer

    • Main home
    • Second home
    • Long-term let
    • Holiday let
    • Buy to renovate and sell
    Real purchase costs
    €0
    Net wealth after 20 years
    €0Value gained and rent saved, after selling costs.
    Contact the agency
    Demo data
  4. 04 / 05

    The buyer contacts you, and the enquiry lands in your Contacts.

    You
    You reply by email, by phone or on WhatsApp, and keep internal notes on each contact.
    InvestPilot
    On the listing page, the buyer writes to you through the form, or reveals your phone number and email to reach you directly. Enquiries arrive in your Contacts with the listing they relate to, and clicks on your phone number and email are counted in Performance.

    New contact · Marta G. · Penthouse with terrace in El Palo

    Contacts

    Interested visitors

    Phone clicks41

    • T

      Thomas K. yesterday

      We’re looking for a second home near the beach. Is the house still available?

      Semi-detached house in Rincón de la VictoriaJavier R.

    • A

      Ana P. Monday

      Could you send me the energy certificate for the flat?

      Flat in TeatinosLucía M.

  5. 05 / 05

    You track the interest and improve your listings.

    You
    Every morning, you open the Home screen and deal with what is at the top of the list first.
    InvestPilot
    InvestPilot Signals flag the listings to watch. The AI Copilot can suggest a better description.
    pro.investpilot.co/dashboardDemo data

    Suggested new description

    InvestPilot Signals

    High interest, few contacts

    Penthouse with terrace in El Palo

    Lots of views, but a contact rate below the median of your listings.

    Top strategy

    Flat in Teatinos

    Visitors who analyse this home are mostly interested in: Long-term let.

What InvestPilot Pro does not do.

  • It is not a CRM.

    You keep your usual software. InvestPilot Pro is one more portal for your listings.

  • It does not recommend prices.

    Neither the dashboard nor the AI Copilot tells you what price to sell at. The price remains your decision, together with the vendor.

  • It does not publish anything without you.

    A description suggested by the AI Copilot is only applied if you click ‘Apply to listing’.

  • It does not judge the home.

    The score describes how the figures fit a buying goal at the asking price. It is not an opinion on the home.

The same listing, 7 days after it was published

Ready to publish your first listing?

14 days free to see what buyers understand from your listings.

14 days free · No commitment · Cancel at any time

Penthouse with terrace in El Palo (sample home)

Penthouse with terrace in El Palo

€415,000 98 m² · 3 bedrooms · Málaga

  • Main home
  • Second home
  • Long-term let
  • Holiday let
  • Buy to renovate and sell

Agency view · last 7 daysInterest rising

people
412
reports downloaded in 30 days
64
enquiries
3

Sample home · Demo data