Build your property investment analysis.

How to build your property investment analysis

1. 1

   Describe the job

   Compare property scenarios using visible price, rent and expense assumptions.

2. 2

   Review the first version

   Choose how the scenario author records the property and how the assumptions reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your property investment analysis

• Keep the property in context

  Keep property, price assumption, rent assumption, expense assumption, scenario and source date together so the next person can understand the request or record.

• When the next step needs a decision

  A scenario compares annual rent with monthly costs without converting the periods. Flag the inconsistent basis before presenting a calculation.

• Keep source date visible

  Keep the source dates and uncertain assumptions visible beside the calculated result.

• Choose what each person needs

  Give the scenario author a working view and the assumptions reviewer a review view. Keep property and price assumption attached to the decision as the work moves between them.