Sourcefolio
For property sourcers

Find the Deals. Present Them Professionally.

Sourcefolio is the all-in-one system for UK property sourcers. Build an investor-ready deal card in minutes, share it as one branded link, and let the platform handle the enquiries, the numbers, the paperwork and the investor updates — instead of you doing it all by hand across five different apps.

Free account, no card needed · free 3-day Pro trial · book a free demo with the founder

See it for real

See a professional deal brochure from your investor's perspective

This is a live example deal card — exactly what an investor sees when you send them one branded link: photos, the full figure breakdown, the strategy and an enquiry form. No sign-up needed to look.

View example brochure
Sound familiar?

Sourcing deals is the easy part. Everything around it is the mess.

Most sourcers aren't held back by a lack of deals — they're held back by admin. Here's what that looks like day to day, and what Sourcefolio does about it.

You post a deal and get buried in time wasters

Every deal you advertise brings a flood of people who ask a hundred questions, promise the world, and were never in a position to buy in the first place.

With Sourcefolio: Send one branded brochure link instead of chasing chats. Enquiries land in a pipeline where you qualify, stage and filter them — so your time goes to the buyers who are actually ready.

Hundreds of messages, zero organisation

Your business lives in WhatsApp threads, DMs, texts and voice notes. Finding what somebody said last week means scrolling for ten minutes.

With Sourcefolio: Every conversation, note, enquiry and task sits on the deal or the contact it belongs to. Open the deal, see the whole story.

The same photos and figures, sent over and over

Twenty investors, twenty identical conversations — the same images, the same ROI question, the same postcode, retyped by hand.

With Sourcefolio: One link answers it all: photos, videos, comparables, location, strategy and a full figure breakdown. You send it once and stop repeating yourself.

It's all remembered in your head

Who wanted a BRR in the North West? Who's got finance ready? Which solicitor is on that purchase? There's no system — just memory, and memory leaks money.

With Sourcefolio: A proper CRM for investors, agents, builders, solicitors and sellers, with pipeline stages and requirements, all linked to the deals they're on.

Hours of manual admin per deal

Rebuilding a deck in Canva, re-running numbers in a spreadsheet, retyping agreements, chasing signatures, then answering “any update?” for months after the sale.

With Sourcefolio: Type it once. The brochure, the calculator, the agreement and the investor's project portal all pull from the same deal — and the portal keeps investors updated without you lifting a finger.

What is Sourcefolio?

Everything a property sourcer does, in one connected system.

Sourcefolio is the all-in-one platform for UK property deal sourcers. Instead of juggling spreadsheets, Canva decks, WhatsApp threads, Word agreements and a notes app, you run the entire deal in one place — from the moment you find the property to the day the refurb finishes. Every part feeds the next, so you type things once and never chase yourself for information again.

Deal Cards

Build a structured record of every property — photos, description, location pin, comparables, local insights, videos and the full financial picture. It's your working file and your sales document at the same time.

Why it's good for your business: One place per deal means nothing gets lost between apps, and a deal you built three months ago is still instantly presentable.

Investment Calculator

Enter the purchase price, costs, refurb and rent once. Sourcefolio calculates ROI, yield, cashflow, total investment and strategy comparisons (BRR, buy-to-let, bridge-to-flip) live as you type, with a full figure breakdown investors can expand.

Why it's good for your business: No more spreadsheet errors or “which version is right?” — the numbers on the brochure are always the numbers in the deal.

Investor Brochures & Public Links

Every deal turns into a polished, branded investor brochure, shared as a single link or a downloadable PDF. You choose exactly which sections and figures investors see.

Why it's good for your business: You look like a professional operation, not a forwarded spreadsheet — which is what gets a deal taken seriously and reserved faster.

Portfolio Brochures

Group multiple properties into one portfolio brochure under a single link, with only your published properties shown.

Why it's good for your business: Sell packages and multi-unit opportunities to serious buyers without rebuilding a deck each time.

Investor CRM

Investors, builders, solicitors, agents and sellers in one contact system with pipeline stages, notes, tasks and custom fields — and contacts linked directly to the deals they're involved in.

Why it's good for your business: You know who wants what, who's ready to buy, and who to call the moment a matching deal lands.

Enquiry Management

Enquiries from your brochures land automatically in a deal-specific pipeline, with stages you control and one-click conversion into a CRM contact.

Why it's good for your business: Every lead you paid for with your time is captured and followed up, instead of buried in an inbox.

Documents & E-Sign

Store your templates, auto-fill deal and investor details, then send agreements for tracked e-signature — reservation forms, sourcing agreements, memorandums of sale.

Why it's good for your business: Faster paperwork, fewer excuses for delays, and a clear audit trail of who agreed to what and when.

Team Calendar

Viewings, tasks, deadlines and notes in a shared calendar tied to your deals and contacts, with team-level visibility.

Why it's good for your business: Nobody double-books a viewing or misses a deadline, and you can see the week your business is actually having.

Investor Project Portal

After a sale, give your buyer their own live portal: refurb stages with photos, completion ticks, total refurb budget and spend, updates, documents and comments.

Why it's good for your business: Investors stop messaging “any update?”, trust you more, and come back for the next deal — retention without extra admin.

Team & Permissions

Add team members and control exactly what each person can see or edit, including private information, all under one business account.

Why it's good for your business: Delegate the busywork safely as you grow, without handing over your whole database.

The best sourcers don't just find great deals — they package, present and manage them properly.

Simple pricing

One subscription replaces the stack you're paying for now.

Monthly, cancel any time. Members regularly tell us Sourcefolio replaced several separate tools they were paying for individually.

Limited

Everything you need to source and analyse deals.

£19.99/ month

  • 5 property generations a month
  • 200 MB storage
  • Single user
Most popular

Pro

The full sourcing, investor & portfolio toolkit.

£59.99/ month

  • 50 property generations a month
  • 8 GB storage
  • Single user

Business

Everything in Pro, with your team alongside you.

£499.99/ month

  • 1000 property generations a month
  • 40 GB storage
  • 5 team seats

Sourcers who've already made the switch

EOEmily OwenGB · Verified review

Amazing!!

I've saved quite a bit by cancelling other subscriptions. Sourcefolio has replaced tools I was paying for individually, so the value is really good.
7 August 2026
JJessicaGB · Verified review

Really impressed with Sourcefolio so far

Really impressed with Sourcefolio so far. It has pretty much everything I need for sourcing and managing deals in one place. I've been able to cancel a few different subscriptions since switching over.
7 August 2026
TBTaliesin BurtonGB · Verified review

Brilliant customer service

Fast customer service, processed my refund no questions asked, left everything in their hands and they sorted everything.
8 August 2026

Read all reviews on Trustpilot

Questions sourcers ask before they start

Who is Sourcefolio for?

UK property deal sourcers, deal packagers and investors who want one system to find, present and manage deals — instead of spreadsheets, Canva, WhatsApp and a notes app.

Do I need to be technical to use it?

No. You fill in a form-style deal card, and Sourcefolio builds the brochure, the figures and the shareable link for you. Most people have their first deal card live within an hour.

Can I try it before paying?

Yes. You can create an account for free, and there's a free 3-day Pro trial code so you can build a real deal card and see exactly what your investors would receive. You can also book a free, no-obligation demo with the founder.

Can I control what investors see?

Completely. Every section and figure on a brochure has a visibility toggle, so you decide whether investors see the vendor details, the sourcing fee, the full breakdown or just the headline numbers.

What happens to my deals if I cancel?

Your account and your data stay with you. Memberships are monthly and you can cancel any time — there is no long tie-in contract.

Can my team use it with me?

Yes, on the Business plan. You add team members and control exactly what each person can view or edit, including private information. Only the account owner needs the membership.

Stop doing it all by hand.

Build your first deal card today, send it as a professional link, and let the system handle the enquiries, the follow-ups and the investor updates.

No pressure, no obligation to buy. Cancel any time.