Sample Property Intelligence Snapshot
See how readable document evidence, your purchase goals and property records can inform an Acquire Snapshot. Review suggested systems, findings and projects before saving them to your property.
This fictional example illustrates a purchase assessment before subject removal. Its sample counts, findings and suggested work are illustrative, not output from a live property assessment.
Illustrative Snapshot Summary
From documents to decisions
You choose what becomes a record and what enters an assessment.
Upload and link
Add documents to your activated property. Scanning and text extraction run before AI review.
Review suggestions
Check excerpts, edit system details and decide which findings and projects to save.
Prepare your Snapshot
Choose the portfolio objective, assessment goals and permitted evidence, then generate the assessment.
Act and share
Manage your records and choose what to share. Refresh the assessment as evidence changes.
Fictional property used in this sample
This sample uses a realistic BC income property scenario. It is not a guarantee, inspection, appraisal, legal opinion, insurance opinion, tax opinion, or contractor estimate.
1970s Vancouver duplex with crawl space
The buyer is reviewing a two unit income property before removing subjects. The inspection report mentioned older windows, ventilation questions, unknown plumbing materials, crawl space access, and several maintenance items. If the purchase completes, this review becomes the starting asset record for ongoing ownership.
| Asset type | Residential income property |
|---|---|
| Review context | Purchase review before subject removal |
| Future use | Living asset record after closing |
| Units | Two long term rental units |
| Location | Vancouver, British Columbia |
| Owner goal | Reduce risk, improve tenant comfort, preserve long term value, and avoid missed upgrade opportunities |
| Evidence uploaded | Inspection PDF, insurance letter, walkthrough photos, tenant notes |
What FolioProjects reviewed
Scanned, readable documents are processed before assessment. Review proposed records on the property, then select evidence for your Snapshot. Photos remain available as supporting files; automated image processing reads text rather than inspecting physical condition.
Inspection report
Written system notes, documented observations and recommended follow-up items extracted from readable report text.
Insurance letter
Annual request asking the owner to confirm plumbing material and remediation plans.
Walkthrough photos
Supporting images for people to inspect. Readable equipment labels may contribute text through OCR; image condition is not automatically assessed.
Owner summary
Improve tenant comfort, reduce insurance risk, avoid missed rebates, and create better resale records.
Review systems documented in your evidence
Document review can propose systems with source excerpts and documented details such as manufacturer, model and dates. Edit and approve each suggestion, or match it to an existing system without overwriting that record. Unknown fields remain blank. The examples below illustrate systems and related areas to investigate, not eight automatically created records.
Plumbing
Material confirmation is required because the insurance letter asks for plumbing details and remediation plans.
Ventilation / HRV
Review documented equipment details and service history. Maintenance guidance is saved as text; scheduling work remains a separate owner action.
Windows and doors
Older components may affect tenant comfort, energy performance, resale story, and possible rebate investigation.
Electrical
Panel photos and capacity notes should be collected before future electrification, heat pump, or appliance upgrades.
Roof and exterior
Inspection notes and photos become a monitoring record for future maintenance, drainage, and resale readiness.
Appliances
Review readable model labels, warranty documents and replacement notes. A system suggestion does not automatically create an appliance or tenant service request.
Crawl space
Access photos and condition notes help support contractor quote packages and future inspection follow up.
Drainage and moisture
Water management issues can affect maintenance timing, insurance questions, and long term building performance.
Deal-impact flags before subject removal
An Acquire Snapshot separates items that need a decision before closing from items that can become part of the ownership plan.
Get quotes before removing subjects
Plumbing material uncertainty and ventilation questions may affect immediate repair exposure and negotiation strategy.
Check insurance implications
Older or uncertain building systems should be discussed with the insurance broker before the buyer relies on future coverage.
Ask seller for records
Request permits, warranties, invoices, service records, manuals, and known repair quotes before the evidence disappears.
Separate deal risk from future work
Not every deficiency should kill the deal. FolioProjects helps separate urgent deal questions from post-close projects.
What to fix first
Assessment instructions prioritize supported safety concerns, decision-blocking unknowns and documented deadlines. This fictional ordering illustrates the approach; it is not a calculated risk score, cost forecast or guaranteed ranking.
Verify plumbing material and collect upgrade quotes
The insurance letter makes this a high priority. Confirm whether the property has PEX, Poly B, copper, galvanized, or another material. If the material is problematic or uncertain, collect quotes from licensed plumbers.
Review window and door upgrade opportunity
Tenant comfort concerns and old windows create a practical reason to investigate window and door upgrades. Because the property is in BC, the owner should check current provincial, utility, and municipal rebate programs before ordering work.
Create HRV and ventilation maintenance schedule
The property appears to include ventilation equipment that requires recurring maintenance. Add model photos, filter/core cleaning reminders, and service records to reduce forgotten maintenance.
Book dryer vent or duct cleaning review
Service history is missing. If dryer vent cleaning has not been documented, consider a maintenance project and request a quote and store the invoice, vendor, and date after completion.
Questions to ask before removing subjects
A good purchase review should not pretend to replace professionals. It should help the buyer ask better questions before the decision window closes.
What needs specialist review?
Ask which findings are safety concerns, which are maintenance issues, and which need a plumber, electrician, roofer, engineer, or other specialist.
What records exist?
Ask for permits, warranties, repair invoices, service dates, manuals, disclosure details, tenant notices, and known quotes.
Could coverage be affected?
Ask whether plumbing, roof age, electrical, heating, drainage, or other flagged issues affect coverage, exclusions, premiums, or underwriting.
What should be priced now?
Ask for ballpark or formal quotes on the items most likely to affect negotiation, closing confidence, or first 90 day cash needs.
Rebates, upgrades, and hidden opportunities
An assessment can discuss opportunities supported by the evidence you provide. It does not search a live rebate database or verify eligibility. The examples below are questions to investigate, not identified benefits or current program offers.
Window and door rebates
Possible relevance due to old windows, tenant screen requests, energy performance concerns, and BC location.
Ventilation or energy efficiency upgrades
Possible relevance if the HRV, insulation, heating, or air sealing records show improvement opportunities.
Capital improvement records
Invoices, permits, warranties, photos, and before and after documentation may support financing, tax reporting, and resale confidence.
Tenant comfort upside
Windows, ventilation, screens, moisture control, and heating issues can become retention, satisfaction, and vacancy reduction opportunities.
NOI and capex implications
Some repairs protect income. Some upgrades support better tenant experience, lower surprise costs, and a stronger resale story.
Text captured from images and scanned documents
Readable labels, notes and scanned pages can contribute text to a review. OCR may miss or misread details, so check important information against the original. FolioProjects does not currently assess physical condition from photographs.
Equipment and labels
Readable equipment labels may provide model or manufacturer text. Any proposed system details remain subject to your review and approval.
Scanned inspection notes
Written observations in a readable scan can support questions and findings. The image itself is not analyzed to detect staining, cracks or other defects.
Original evidence for review
Keep original photographs with the relevant property or project for human review. A photograph alone does not automatically establish completion or verify quality.
Recommended projects for your review
Use the property AI suggestions screen to review evidence excerpts, edit proposed projects and choose what to create. Accepted property project suggestions are private. Generating a Snapshot does not automatically create projects.
Plumbing material verification
- Upload insurance letter
- Add crawl space photos
- Request plumber quote
- Store findings and invoice
Window and door rebate review
- Confirm eligibility
- Find qualified contractor
- Collect quote
- Document tenant comfort impact
HRV maintenance schedule
- Add model and manual
- Confirm the service interval in the manual
- Upload cleaning photos
- Track vendor or owner maintenance
Vent cleaning project
- Find last service record
- Book cleaning if unknown
- Store invoice
- Set future reminder
Resale documentation folder
- Upload invoices
- Add warranties
- Attach permits
- Maintain before and after photos
Contractor quote package
- Group relevant photos
- Summarize issue
- Ask clear questions
- Compare quote responses
Records you control beyond the assessment
Your property records and projects can evolve as you add evidence and complete work. Review and save suggestions explicitly, then generate or refresh an assessment. Earlier Snapshot versions preserve their recorded assessment.
Property asset record
A living profile for documents, photos, systems, risks, vendors, projects, reminders, and future owner decisions.
System records
Approve documented systems or match suggestions to existing records. Location text does not automatically assign a building or unit, and approved records are not verified inspections.
Findings and project risks
Property reviews can suggest findings for approval. Project reviews can suggest risks; you review likelihood and consequence before saving them.
Project records
Repair, quote, review, maintenance, documentation, and upgrade projects can be tracked from start to completion.
Maintenance planning
Use documented maintenance guidance to plan tasks and dates. Saving a suggested system or generating a Snapshot does not automatically schedule reminders.
Vendor needs
Project reviews can propose needed professional roles for approval. Accepted roles are unassigned placeholders; nobody is automatically selected, invited or granted access.
Evidence trail
Each finding should be traceable. Serious property decisions need more than vague AI output.
Source document and excerpt
AI suggestions include quoted source text. Snapshot citations identify supporting records, with links where access permits. Exact PDF page navigation is not guaranteed.
Photo evidence
Walkthrough photos can be connected to systems, issues, rooms, projects, and before and after records.
Context captured
Owner goals, tenant complaints, deadlines, known history, and uncertainty can be attached to the relevant issue.
Professional follow up
The report can show where a qualified inspector, contractor, insurer, lawyer, accountant, planner, or appraiser should confirm details.
Missing records to collect
Better records can help with future maintenance, insurance, tax reporting, refinancing, property manager handoff, and resale.
System records
HRV model, hot water tank age, heating system service history, appliance labels, electrical panel photos, plumbing material confirmation.
Project records
Quotes, invoices, before and after photos, permits, warranties, contractor notes, maintenance dates, tenant notices.
Owner records
Insurance letters, inspection PDFs, financing notes, tax related documents, lease details, tenant comfort requests, resale preparation notes.
Next 30, 90, and 180 days
This illustrative ownership plan is not an automatically scheduled calendar. Purchase questions may need resolution before committing, well before the intervals below.
Reduce uncertainty
Verify plumbing material, upload insurance letter, collect HRV photos, confirm vent cleaning history, and find any past invoices.
Collect quotes
Request plumbing, window, ventilation, and vent cleaning quotes. Confirm rebate eligibility before committing to eligible upgrade work.
Build the record
Complete selected projects, upload invoices and photos, set reminders, update resale notes, and review whether priorities changed.
How this grows with the owner
If the purchase completes, the review becomes the first record in a long term property intelligence profile. As more documents, photos, projects, vendors, and decisions are added, FolioProjects becomes more useful.
- Purchase review before subject removal
- Closing checklist and first 30 day priorities
- Track what was fixed and when
- Compare vendors and quote history
- Prepare better reports for refinancing or resale
- Evaluate future acquisition opportunities against your goals
- Expand from one property to a portfolio view
Professional review boundary
Start with your inspection report
Create or open your property, activate it for document processing, and upload your evidence. Review suggested records, then use an Acquire portfolio to purchase and prepare a Snapshot. Improve and Operate portfolios can support your plans after purchase.