Investor Platform Guide

Investor Platform User Manual

Property investment analysis is comparing acquisition cost, income, expenses and risk. This guide covers Search Profiles, property checks, negotiation and closing.

Professional

Investor & Wholesaler Plan

Full Analytics

AVM, CMA & Deal Scoring

Free Browsing

Optional Access and Tools Priced Upfront

1
Sign Up & Choose Your Plan
Compare free access and professional plans

Basic browsing is free without a listing-view cap. For professional tools such as portfolio tracking, ROI calculators, and deal scoring, compare the Investor & Wholesaler plan with Professional Team on the Membership page. CMA reports and self-service agreements may be priced separately.

How to Sign Up

  • • Go to the Membership page
  • • Compare current plans and CAD prices before choosing
  • • Create an account and complete any required verification
  • • Pay for a selected plan or optional product when available
  • • Log in and complete your investor profile

Professional Tools

  • • Unlimited property viewing
  • • AVM deep-dive analytics
  • • Portfolio tracking dashboard
  • • ROI & cash flow calculators
  • • Market predictions & trends
  • • Deal scoring & risk analysis
  • • Separately priced CMA reports when selected
  • • Custom investment alerts
2
Set Up Your Investor Profile & Buy Box
Define your investment criteria for smart matching

Your investor profile and Buy Box criteria tell the platform exactly what kind of deals you're looking for. Set these up early so you get matched with relevant properties automatically — no endless scrolling required.

Buy Box Criteria

  • • Property types (single family, multi-family, commercial)
  • • Target price range and maximum budget
  • • Preferred locations and neighbourhoods
  • • Minimum bedrooms, bathrooms, and square footage
  • • Investment strategy (buy & hold, flip, BRRRR)
  • • Minimum cap rate or ROI threshold
  • • Property condition preferences (turnkey vs. renovation)

Profile Tips

  • • Be specific — narrow criteria = better matches
  • • Set multiple Buy Box profiles for different strategies
  • • Include your financing method (cash, mortgage, private)
  • • Specify your preferred closing timeline
  • • Update your criteria as market conditions change
  • • Enable notifications for instant alerts on new matches
3
Browse & Filter Off-Market Properties
Find investment opportunities in the marketplace

The marketplace is where all off-market properties are listed by owners directly. Use filters to narrow down to properties that match your investment criteria. Every listing is direct from the seller — no agent markups, no bidding wars.

How to Search Effectively

  • • Use price range filters to stay within your budget
  • • Filter by property type (residential, commercial, multi-family)
  • • Search by city, neighbourhood, or postal code
  • • Sort by newest listings to catch fresh opportunities
  • • Use the interactive map for geographic browsing
  • • Save searches to get notified when new properties match

What to Look For

  • • Below-market pricing relative to area comparables
  • • Motivated sellers with flexible timelines
  • • Properties with value-add potential (renovation, rezoning)
  • • Strong rental demand in the area
  • • Neighbourhood growth indicators (transit, development)
  • • Properties that fit your Buy Box criteria
4
Analyze Properties with AI Comparable Market Analysis
Deep-dive analytics on any property

Our Automated Valuation Model (AVM) gives you instant, data-driven property valuations powered by AI. Use it to verify asking prices, identify undervalued properties, and make confident investment decisions backed by real market data.

What AVM Tells You

  • • Estimated market value based on comparable sales
  • • Price per square foot analysis
  • • Neighbourhood price trends over time
  • • Confidence score on the valuation
  • • Comparable properties used in the analysis
  • • Potential upside or downside risk

How to Use It

  • • Run AVM on every property before making an offer
  • • Compare AVM value vs. asking price to spot deals
  • • Use the data to support your negotiation position
  • • Check historical trends to gauge future appreciation
  • • Cross-reference with CMA reports for deeper analysis
  • • Export reports to share with partners or lenders
5
Track Your Portfolio
Manage all your properties in one dashboard

The Portfolio dashboard gives you a birds-eye view of all your investment properties. Track values, rental income, expenses, and performance metrics across your entire portfolio from a single screen.

Portfolio Features

  • • Add and manage multiple investment properties
  • • Track current market value vs. purchase price
  • • Monitor rental income and occupancy rates
  • • Log expenses and maintenance costs
  • • View total portfolio value and equity growth
  • • Set reminders for lease renewals and inspections

Portfolio Tips

  • • Keep property data up to date for accurate reporting
  • • Use AVM to refresh market values periodically
  • • Track cash flow monthly to spot trends early
  • • Compare performance across properties to optimize
  • • Export portfolio reports for tax season or lenders
  • • Set goals for portfolio growth and track progress
6
Use ROI & Cap Rate Calculators
Run the numbers before you commit

Never invest without running the numbers. Our financial calculators help you evaluate deals with precision — calculate ROI, cap rates, cash-on-cash returns, mortgage payments, and cash flow projections before making any offer.

Available Calculators

  • • ROI Calculator — total return on investment
  • • Cap Rate Calculator — net operating income vs. value
  • • Cash-on-Cash Return — actual return on cash invested
  • • Mortgage Payment Calculator — monthly payment breakdown
  • • Cash Flow Projector — monthly/annual cash flow estimates
  • • After Repair Value (ARV) — post-renovation valuation

Calculator Tips

  • • Always include all expenses (taxes, insurance, maintenance)
  • • Factor in vacancy rates (typically 5–8%)
  • • Use conservative rental income estimates
  • • Include capital expenditure reserves (5–10%)
  • • Compare multiple scenarios (best/worst/expected)
  • • Run numbers for both purchase and refinance scenarios
7
Market Predictions & Trend Tools
Stay ahead with data-driven market insights

Our market analysis tools give you a forward-looking view of Canadian real estate markets. Track price trends, supply and demand indicators, neighbourhood growth patterns, and economic factors that impact your investment decisions.

Analysis Features

  • • Price trend charts by city and neighbourhood
  • • Supply vs. demand indicators
  • • Days-on-market trends for off-market properties
  • • Rental yield comparisons across markets
  • • Population and employment growth data
  • • Infrastructure and development pipeline info

How to Use Market Data

  • • Compare markets to find undervalued areas
  • • Time your purchases using trend data
  • • Identify emerging neighbourhoods before they peak
  • • Use rental data to validate cash flow projections
  • • Monitor your existing markets for changes
  • • Share reports with investment partners
8
Run Comparative Market Analysis (CMA)
Get detailed comparables for any property

A CMA report compares a property against recent sales of similar properties in the area. Use our AI-powered CMA tool to generate detailed comparable sales reports that help you determine fair market value and make informed offers.

CMA Report Includes

  • • 5–10 comparable recently sold properties
  • • Price per square foot comparisons
  • • Adjusted value based on property differences
  • • Days on market for comparables
  • • Price range and confidence interval
  • • Neighbourhood market context

Using CMA Effectively

  • • Run CMA before making any offer
  • • Use it alongside AVM for a complete picture
  • • Focus on sales within the last 6 months
  • • Adjust for property condition and upgrades
  • • Share CMA data with your lawyer during negotiations
  • • Generate reports for your records and partners
9
Deal Scoring & Risk Analysis
Let data guide your investment decisions

Our deal scoring system evaluates properties across multiple dimensions — price, location, condition, market trends, and cash flow potential — to give you a clear picture of each deal's risk and reward profile.

What's Scored

  • • Price relative to market value (AVM comparison)
  • • Cash flow potential based on rental estimates
  • • Location quality score (schools, transit, amenities)
  • • Market trend alignment (growing vs. declining area)
  • • Property condition and renovation need
  • • Overall deal grade (A through F rating)

Using Deal Scores

  • • Focus on A and B-rated deals for lower risk
  • • Use scores to compare multiple properties quickly
  • • Don't rely on scores alone — always do your own due diligence
  • • Check individual scoring factors, not just the overall grade
  • • Track how scored deals perform over time
  • • Set alerts for high-scoring properties in your Buy Box
10
Set Custom Investment Alerts
Never miss a deal that matches your criteria

Set up custom alerts based on your Buy Box criteria so you're notified instantly when new properties hit the marketplace that match what you're looking for. Speed matters in off-market investing — the best deals go fast.

Alert Options

  • • New property alerts matching your Buy Box
  • • Price reduction notifications
  • • Market trend alerts for your target areas
  • • Deal score alerts (e.g., notify on A-rated deals)
  • • Choose email, in-app, or both notification channels
  • • Set frequency: instant, daily digest, or weekly summary

Alert Tips

  • • Use instant alerts for hot markets where deals move fast
  • • Set multiple alert profiles for different strategies
  • • Review and refine criteria monthly for better matches
  • • Don't set alerts too broad — you'll get overwhelmed
  • • Act quickly on high-scoring alerts
  • • Combine saved searches with alerts for best coverage
11
Comparable Sales Reports
Access detailed sold data for any area

Our valuation reports give you access to recent comparable sales data for any neighbourhood in Canada. Use these reports to validate asking prices, prepare offers, and present data to partners or lenders.

Report Includes

Recent Sales

Comparable properties sold in the last 3–12 months

Price Analysis

Price per sqft, price trends, and market positioning

Market Context

Inventory levels, days on market, and demand indicators

12
Close Deals in the Deal Room
Take deals from offer to closing, all on-platform

When you're ready to make an offer, the Deal Room is where it all comes together. Submit offers, negotiate terms, track conditions, share documents, and move through the closing process — all within the platform.

Deal Room Features

  • • Submit and track offers in real time
  • • Counter-offer management with version history
  • • Condition tracking (financing, inspection, title)
  • • Secure document sharing and e-signatures
  • • Direct messaging with sellers
  • • Deal timeline and milestone tracking

Closing Tips

  • • Always have your lawyer review documents before signing
  • • Include standard conditions (financing, inspection, title)
  • • Use your CMA and AVM data to justify your offer price
  • • Be responsive — sellers appreciate quick communication
  • • Keep all communication on-platform for your records
  • • Arrange your mortgage early to avoid delays
13
Generate Legal Documents
Create purchase agreements, offers, and more — right on the platform

When you're ready to make an offer, the self-service Legal Document Generator can help you prepare available templates. Purchase and assignment agreements are separately priced at a fixed amount shown before purchase, even if you have a professional subscription. Have a lawyer review documents before signing; personal legal drafting or review is not included.

Available Documents

  • • Agreement of Purchase and Sale
  • • Conditional Offer (financing, inspection, etc.)
  • • Counter Offer
  • • Waiver of Conditions
  • • Assignment Agreement

Document Features

  • • Province-specific templates (all 10 provinces)
  • • Live preview as you fill in details
  • • Edit documents after generation
  • • Download as PDF, DOCX, or TXT
  • • Email documents directly to any party
  • • Self-service agreements are separately priced and paid upfront
14
Investor Desirability Map
Explore desirability scores across major Canadian cities

The Investor Desirability Map ranks 150+ Canadian cities based on key investment metrics, giving you a visual, data-driven way to compare markets and identify where the best opportunities are right now.

Metrics Used

  • • Price trends — historical and projected appreciation
  • • Rental yields — average rental return by city
  • • Population growth — migration and demographic trends
  • • Inventory levels — supply vs. demand dynamics
  • • Economic indicators — employment, GDP growth
  • • Infrastructure development — transit, amenities pipeline

How to Use It

  • • Compare desirability scores across all 12 cities
  • • Drill into individual city metrics for deeper analysis
  • • Use scores to prioritize which markets to target
  • • Data is updated quarterly using CREA and CMHC sources
  • • Combine with your Buy Box criteria for targeted investing
  • • Share city reports with investment partners
15
Manage Your Notifications & Preferences
Stay informed without getting overwhelmed

Customize your notification preferences to get the alerts that matter most to your investment strategy. Control what you receive, how often, and through which channels — so you never miss a deal but aren't buried in noise.

Notification Types

  • • New property matches from your Buy Box criteria
  • • Price drops on saved or watched properties
  • • Market update alerts for your target cities
  • • Deal room activity (offers, counter-offers, messages)
  • • Portfolio value changes and rental updates
  • • Platform announcements and new feature releases

Customization Options

  • • Choose email, in-app, or both channels
  • • Set frequency: instant, daily digest, or weekly summary
  • • Mute specific notification types you don't need
  • • Set quiet hours for non-urgent notifications
  • • Manage all preferences from your dashboard
  • • Update anytime as your strategy evolves
16
Join the Community & Earn Referrals
Connect with other investors and grow your network

Off Market Match isn't just a deal platform — it's a community of investors, buyers, and sellers. Join the forum to share insights, earn rewards through our referral program, verify your identity for added trust, and use our due diligence tools to protect your investments.

Community & Trust Features

  • • Community Forum — ask questions, share strategies, connect with other investors
  • • Referral Program — earn credits for every user you refer to the platform
  • • Identity Verification — get a verified badge to build trust with sellers
  • • Due Diligence Checklist — step-by-step guide for evaluating any deal

Referral Rewards

  • • Share your unique referral link with friends and colleagues
  • • Earn platform credits for each successful referral
  • • Credits can be applied toward your subscription
  • • Track all referrals and rewards from your dashboard