Questions about FolioProjects?

FolioProjects brings property records, documents, projects, people and assessments together. Use it to investigate a purchase, plan development, improve a property, manage ongoing work or prepare information for a sale.

Buyers, homeowners, landlords, developers, commercial property owners and teams can organize property information around their goals. Public pages also let other people discover and follow information that an owner chooses to share.

Yes. The five free planning tools work without registration or payment. You can also explore public content, read articles and use the documentation. Private workspaces require an account and appropriate access.

Create an account, add a property you control and review its activation requirements. Add relevant documents and projects, then create a portfolio with the objective you want to assess. For a paid report, use that portfolio’s Snapshot controls. Follow the getting-started guides or see the walkthroughs.

FolioProjects focuses on property information, project work and decision-oriented assessments. Do not assume it replaces your accounting, rent collection or other specialist systems, or that it automatically imports their data.

A property is the record of the physical place. Projects organize work and collaboration. A portfolio groups relevant properties and projects around an objective. A Snapshot assesses the information selected for that objective. Creating a project is not the same as purchasing a Snapshot.

Residential, Commercial and Land. Residential covers properties with up to four residential units. Commercial includes properties with five or more residential units, non-residential and mixed-use properties. Land has its own category. These are FolioProjects categories, not a determination of legal use, zoning or financing eligibility.

Adding the fifth active unit triggers a prompt explaining the switch to Commercial and its pricing implications before you proceed. Describing a possible future unit in a project does not itself change the property category.

The current model prices the property by category, rather than adding a charge for each extra unit or square foot. Storage and separately purchased services can have their own charges. Check current pricing and allowances.

Acquire: investigate a purchase. Entitle: organize development and approval questions. Improve: plan and document improvements. Operate: support ongoing ownership and work. Sell: prepare a reliable property information handoff.

Selecting Sell gives the portfolio an assessment objective. It does not by itself publish the property or establish an active sale listing. Review the visibility of each record you intend to share.

Open the relevant portfolio and its Snapshot section, then use the create/purchase controls. Review the quoted charge. If the Snapshot asks you to prepare assessment inputs, select the evidence and other available inputs, review the settings and submit them to queue generation. A purchase confirmation is not the same as a finished assessment.

Acquire addresses purchase goals, suitability, due-diligence questions and potential post-purchase work. Entitle addresses the proposal, approval questions, studies and selected engagement evidence. Improve focuses on work, priorities and documented progress. Operate focuses on ongoing responsibilities and issues. Sell organizes property information, improvements, outstanding concerns and supporting records for handoff. Results depend on the supplied information and selected scope.

No. You can start with the relevant records you have. An inspection report can provide useful evidence, but invoices, permits, photographs and other supported documents may also contribute. Upload acceptance and successful text extraction are separate checks; review processing status and available evidence before generating an assessment.

No. AI can propose information such as findings, systems and project-related suggestions where supported. Review the source and the proposed changes before accepting them. A suggestion, an accepted record and a completed task are different things. AI can miss information or interpret it incorrectly.

The assessment uses its configured inputs and permitted evidence. Review the selected documents, projects and any available feedback inputs. Do not assume every file in a property or workspace is included, or that a newly uploaded file automatically appears in an existing report version.

No. It organizes and assesses the available information. Confirm building condition, legal rights, approvals, costs and other specialist conclusions with qualified professionals. It is not a purchase recommendation, valuation or approval guarantee.

Evidence references help readers understand the basis for findings. Opening a source depends on the permissions for that source and the shared report. Sharing a Snapshot should not be treated as unrestricted access to all property documents.

Check whether assessment inputs still need confirmation and whether selected evidence is still processing. Review the displayed status or error before starting another purchase. Contact support with the Snapshot link and relevant message if you cannot proceed.

Do not assume a record is public because it exists or is connected to another record. Use the relevant visibility and sharing controls, then test the intended public link in a logged-out browser. Private records and restricted documents require permission.

A published or appropriately shared Snapshot can provide a recipient-facing view. Access depends on its current sharing settings and link. An owner’s workspace URL is not necessarily a public link; use the sharing controls and verify the recipient experience.

Where the Snapshot owner enables copying, the buyer can use the permitted source material to establish their own property record through the copy/purchase workflow. Only the allowed subset is copied. The buyer can add their own private evidence and work under their own control.

No. Copied seller material is source evidence. The buyer can organize it in an Acquire portfolio and separately purchase an Acquire Snapshot against their own goals. Review the charges shown for the copy/property workflow and any optional assessment before proceeding. This does not transfer legal ownership of the real estate.

Projects and Snapshots can provide engagement through their poll/survey controls. Owners configure the questions and availability. Whether results are included in an assessment depends on the relevant scope, settings and report version; collecting responses does not mean every report already includes them.

Keep the sources distinct: HueFlux voting records participant responses; polls record answers to specific questions; comments provide written feedback. AI summaries interpret the selected material. Counts and summaries describe recorded participation, not necessarily the views of the whole community or an authority’s approval position.

Yes. Explore helps visitors find available public content, including profiles, properties, portfolios and Snapshots. Only make information public when you intend others to see it. A profile listing does not verify professional qualifications.

Acquire: buyer due diligence; Entitle: development approval readiness; Improve: capital expenditure planning; Operate: maintenance scheduling; and Sell: sale preparation. Each has a different purpose.

No. These standalone public tools are available without an account or property activation. Choose a tool and use the relevant workbook or checklist if you prefer a downloadable resource.

No. The current tools keep your work in the page’s memory. Closing or reloading can discard it. Export your work before leaving. Do not assume a downloaded file can be imported back into the tool.

Use Print / save as PDF and choose your browser or device’s PDF option. The checklist builders also provide CSV exports; the maintenance scheduler offers calendar export. Export options are shown in each tool. Static workbooks and PDF checklists are available on the Tools page.

No. The tools do not automatically create or update property records, tasks, projects, portfolios or Snapshots in your account. They are useful preparation aids; continue in the platform when you want to organize actual records and collaborative work.

No. Calculators use your assumptions and checklists organize your investigation. Evidence received is not the same as verified, and a task marked Ready is not proof of legal compliance. Confirm the important questions with the appropriate professionals and authorities.

The public tools are free. The platform’s current billing model charges for activated properties and separately purchased Snapshots, with applicable storage or other charges shown in the relevant quote. Projects and portfolios are not separate paid activations in that model. See current pricing.

Review the current pricing page and the charge shown in the activation or purchase screen, including applicable taxes. Account credit, property category and the selected service can affect the transaction. Use the displayed quote rather than amounts remembered from an older FAQ.

Review the transaction status and account balance before retrying. Contact support with the relevant property or Snapshot link and transaction details. Refunds and failure handling depend on the transaction and current terms; this FAQ does not replace those terms. Contact support or read the terms.

Confirm you are authorized to share them, remove unnecessary personal information and use appropriate access controls. Tenant details, financial records and private buyer assessments may need restricted handling. Review both the shared report and the underlying evidence permissions.

Read the Privacy Policy and Terms for the current information about data handling and service use. Contact support about specific storage, retention, export or deletion requirements rather than assuming a particular region or compliance certification.

Review notification preferences in your profile for the available events and channels. Check your email address and spam folder if an expected email is missing. Notification settings do not replace checking the status shown in the platform.

The record may be private, the recipient may lack access, or the sharing link may no longer be valid. Use the public/share link supplied by the relevant controls and test it logged out. A 404 does not always mean the record has been deleted.

Uploading, security scanning and document processing are separate stages. Check its current status and any displayed error. A file linked to a project may still be awaiting processing before it can contribute to an assessment.

Review the original source and the selected assessment inputs. Correct records or add supporting evidence as appropriate, then use the available assessment controls. Do not treat an automated interpretation as verified simply because it appears in a report.

Browse documentation, view walkthroughs, or contact support. Include the page link, what you expected and what happened. Do not send passwords, secret keys or unnecessary sensitive documents.