Your clients trust you to catch every over-assessment. But county portals don’t email you when a value jumps, and appeal windows don’t wait. Portfolio Monitor watches every property in your book — across every county — and tells you the moment something moves, with the county record already pulled.
A book of clients is a book of deadlines. Every property has its own county, its own reassessment cycle, its own notice date — and none of them wait for you to log in and check.
Every county posts reassessments on its own site, on its own calendar. Nobody sends you a heads-up when a client’s value jumps. By the time you notice, the appeal window may already be closing.
A few dozen clients across a handful of counties is already thousands of parcels. Checking each one by hand doesn’t scale — so it quietly stops happening, and you don’t find out which one you missed.
The reassessment you didn’t catch is revenue you didn’t earn, a client who overpaid, and a deadline that’s now your problem to explain. Vigilance is the whole job — and it’s the part that can’t be done manually at scale.
No new software for your team to learn. You send the list once; the alerts come to you.
Drop in a CSV of the properties you represent. We resolve every line to its county parcel record — no manual lookups, no data cleanup on your end.
Portfolio Monitor scans each county’s assessor data on its own schedule. Reassessments, value changes, new notices — caught automatically, the way no manual check can keep up with.
The moment a property moves, you get the notification, the county record pulled as evidence, and a webhook into your CRM. You arrive ready to act — not ready to start researching.
We don’t need to know who your clients are to watch their properties. You map each client to a reference only you can read — we monitor the parcel and the public county record, and never store a name.
You hold the client-to-reference map. We only ever see an opaque client_ref and the parcel.
We monitor what the county already publishes — no private data, nothing beyond the parcels you choose to track.
Data is encrypted in transit and at rest on Cloudflare’s edge, with each firm’s book isolated from every other.
Export it or delete it on demand. The relationship, and the data, belong to your firm — not to us.
Reassessments, value swings, and new notices flagged across every county the moment they post.
The actual county record pulled at the moment of change — prior versus current, dated, ready to attach.
Alerts route straight into your system of record — no copy-paste, no separate inbox to babysit.
Add the counties your book actually spans. Coverage scales with your portfolio, not a fixed plan.
Every alert carries the appeal window for that jurisdiction, so a catch never turns into a miss.
Every change kept on the record — a defensible history of what moved, and when you knew.
Portfolio Monitor runs on the same county-data engine behind our over-assessment intelligence — the pipeline appeal firms already use to source commercial leads.
Built alongside practicing appeal firms, on the same parcel-resolution and county-record pipeline behind our over-assessment datasets.
Three simple parts, mapped to the size and shape of your portfolio — no per-seat games, no surprises. We’ll quote it precisely once we see your counties.
We onboard your book, resolve every parcel, and wire the alerts into your CRM. Done once, by us.
You add the counties your clients sit in. Pay for the markets you actually watch — nothing more.
A monthly fee banded to portfolio size that keeps the watch running and the evidence flowing.
Put your whole client book under watch — and never explain a missed reassessment again.