PaTMa Property Prospector Release Notes

Sometimes updates are released multiple times a day. At other times we might be a few weeks working on a major feature. This changelog provides a summary of changes released prior to each date listed.

2024-11-01

  • Our Property Data API product is out of beta and launched as a separate product.
  • The downloadable Prospect PDF report now includes basic section selection to allow customisation.
  • Update the stamp duty (SDLT) calculations following the budget (increased second home rate).

These release notes are currently incomplete for this time period, we'll gradually fill in the missing details.

2023-08-01

  • Support upto five regions for weekly market reports.
  • Include Scottish EPC data.

2023-07-03

  • More Property API endpoints.
  • Remove the separate free re-mortgage calculator, in favour of the re-mortgage setting on the free BTL profit calculator.
  • Improve date display on planning application results.

2023-06-13

  • Fix bug displaying zero-priced properties!
  • Improve school/education data.
  • Better NI address recognition.
  • Fix country detection for stamp duty calculation in enhanced property search.
  • UI update: clearer "customise" option for prospect expenses.
  • UI update: simplified dashboard to just select between products - bookmark either Prospector or Manager homepage to skip the dashboard.
  • UI update: improved profile menu ordering.

2023-05-26

  • Show distance, property size and EPC rating with sold price data.
  • Data import, collection and availability improvements.
  • Added initial Property API documentation.
  • Support percentage based mortgage fees in the free calculator and Prospector.

2023-05-11

  • Lots of improvements to browser extension data capture and processing.
  • UI update: change "CRM" to "Journal" within prospects.
  • Soft launch the initial PaTMa Property API endpoints.
  • Improve support for Northern Ireland property listings.
  • UI update: improved menu layout.

2023-04-04

  • Preparation work for improved browser extension features.
  • UI improvement (loading indicator) on comparables pages.

2023-03-17

  • Update subscription payment integration (Stripe), ready to support Direct Debits.
  • Add ability to adjust comparable lists within a property.
  • New comparable search directly from "Location", without needing a property listing or prospect.
  • New comparable data graphs.
  • Fix: improve browser extension property address display.
  • Show the full property address (if we know it) on property details pages and in listing monitor emails (and CSVs).

2023-02-21

  • UI update: improve distinction between Property Manager and Property Prospector on the subscription page.
  • Show the full property address (if we know it) in the browser extension panel.

2023-02-02

  • Better UI - updated browser extension information panel.
  • Show minimum investment amount in browser extension.

2023-01-10

  • Updates to data imports due to changes in some open data formats.
  • Expose automated monitors on the main email control page for easier access.

2022-12-20

  • Improve introduction and onboarding emails.
  • Updated Scottish land tax second home rate.
  • Don't show old planning applications in monitor emails.
  • Improve the permission denied error message for users with access to multiple accounts.
  • Support two regions per account for weekly market report emails.
  • Improve product information on the subscription page.

2022-12-01

  • Fix links in the plain text version of some emails.
  • Improve error when opening a list change URL in a new tab (which isn't supported).

2022-11-10

  • Large UI code refactor (you should not see any changes!).
  • Updated all graphs for improved visuals and options.

2022-10-17

  • Better page titles for improved labels in browser tabs.
  • Improve badges on properties in the daily monitor emails.
  • Welsh stamp duty rate updates.
  • Weekly property market report email improvements:
    • Add fallen-through properties graph.
    • Add 2-year graphs (more context than 6 months) for key metrics.
    • Add flats vs houses pricing graph.
  • Improve prospect sorting options.
  • Fix login issues for users with mixed case email addresses.

2022-09-23

  • Mini-budget stamp duty update.

2022-08-03

  • Global search now includes data search and multi-step action selection.
  • Easier population of bathroom count in prospects.
  • Enable marking a prospect as being purchased (by you).
  • Improve tab navigation and use of browser back/forward buttons.
  • Include estimated rent on comparable displays.
  • Improve comparable estimate yield display.
  • Improve global search navigation.
  • Improve visibility of prospect status.
  • Fix missing save button on preferences page (oops!).
  • Lots of UI consistency fixes.

2022-07-14

  • Global search for quick access to common commands and pages.
  • Improve return points following many edit pages - page and scroll point.
  • UI improvement - "Save" buttons in header when editing.
  • Improved email control options.
  • Fall-back to regional rental comparables if needed.
  • Improve prospect CRM actions UI.
  • Improve layout/display of property comparables.
  • Support recording solicitor and mortgage broker contacts in the prospect CRM.
  • Improve profile menu.

2022-07-01

  • Improve available transport links.
  • Fixes for data display in Prospector mobile app.
  • Improve prospect entry with only one investment scenario.
  • Data improvements in the weekly property market emails.
  • Fix bug in PDF generation with no local schools.
  • Support address entry for prospects, with exact locations from open UPRN data.

2022-06-06

  • Add box plots to show ranges for rent, sold and for-sale prices on Prospect pages.
  • Fix (remove) duplicate properties from listing monitor CSVs.
  • Advanced multi-user permissions management.
  • Fix Prospect tag creation bug.

2022-04-04

  • Extension of UI re-work - migrate long pages to tabbed pages.
  • Extensions for property listing monitor CSVs.
  • More graphs and data in the weekly market update emails.

2022-02-07

  • Huge UI re-work - migrate long pages to tabbed pages.
  • Much improved mobile accessibility.
  • New start / on-boarding / home / dashboard page to help you get started.

2022-01-03

  • Weekly property market update emails go public (from private beta).
  • Extend census based data - housing.
  • Improve geographic awareness of licensing and article 4 areas (polygon support).
  • Add sales and rental listing comparables display (limited access).
  • Local geographic data available by simple postcode search.
  • Improve information shown in property listing monitor emails.
  • Server cluster upgrades! Faster site.
  • Fix bug in property listing titles with new lines.

2021-10-04

  • Allow the browser extension information panel to be toggled - to improve access to other page elements on smaller screens.
  • Improved data displays in the browser extension panel.
  • Improve video tour and virtual tour data presentation.
  • Improve the listing search UI - better status feedback.
  • Increase the search radius supported for property listings.

2021-08-02

  • Improve filter options on listing search.
  • SDLT and LTT rate updates (stamp duty holidays).
  • Display extra geographic healthcare data.
  • Improve Prospect PDF report content.
  • Support property listing monitors.
  • Improve geographic transport data.
  • Improve UI for Prospect PDF report attachments/images.
  • Extend census based data - health, qualification, relationships, industry, social grades and economic activity.
  • Fix bug in BRRR Prospect PDF reports.
  • CSV support for property listing monitors - for external system integrations.

2021-06-07

  • Update Prospect PDF report styling.
  • Add separate storage, and display, of Prospect financial notes.
  • Provide an iCal URL to enable Prospect CRM events to be imported to other calendars.
  • Support Youtube thumbnail import for Prospect PDF reports.
  • Weekly market stats email beta.

2021-04-05

  • Improved Prospect filtering/search.
  • Improve Property listing search display.
  • Fix bugs in investment scenario edit pages.
  • Better data display on Prospects.
  • Improve planning applications display.
  • Update Scottish LBTT calculations (end of stamp duty holiday).

2021-02-01

  • Improved video tour and virtual tour data.
  • Support Rent-to-Rent (R2R) investment scenarios.
  • Support Buy-Refurbish-Refinance-Rent (BRRR) investment scenarios.
  • Updated Welsh LTT calculations.
  • Migrate to privacy protecting site stats - removing Google Analytics.
  • Improve the yield explorer map.
  • Auto-complete postcodes on listings search.

2020-12-07

  • Yield explorer with heat map to locate the best rental yields.
  • Search property listings for rent or yield.
  • Integrate re-mortgage calculator into the main BTL profit calculator.
  • Fixes to editing buy-to-sell scenarios.
  • Improved video tour and virtual tour data.
  • New and improved site layout and menu navigation.

2020-11-02

  • Improve sold properties display.
  • Updated Prospects navigation menu.
  • Add price paid records to mobile app.
  • Support email notifications for new price paid records.
  • Support property searching from partial postcodes.
  • Better information and buttons in the browser extension panel.
  • Much better video tour and virtual tour data.

2020-10-05

  • Provide information about Rent Smart Wales.
  • Show Prospects on a map.

2020-09-07

  • Improvements to video tour and virtual tour data.
  • Performance improvements.
  • Fix bug allowing a missing mortgage rate for BTL investment scenarios.
  • Improve browser extension customisation options.

2020-08-03

  • Improve performance in data processing.
  • Availability of video tours and virtual tours data.
  • Improve image handling in Prospect PDF reports.
  • Improve Prospect CRM viewings display.
  • Private API access beta.
  • More fine-grained email subscription controls.
  • Private beta of mobile app.
  • Date sorting support on Prospects list.
  • More flexible tag filtering on Prospects list.
  • BTL calculator PDF support in mobile app.
  • Update LTT and LBTT rates for stamp duty holiday.

2020-07-19

  • Improve council licensing data display.

2020-07-12

  • New population statistics available per LSOA.
  • Improved crime statistics visualisations.
  • Update calculations following the stamp duty holiday changes.

2020-06-28

  • Streamline recording of viewings, offers and reminders at the same time as recording a conversation.

2020-06-21

  • Property price-paid search tool beta access.
  • Property listings search general release.

2020-06-14

  • Performance improvements on the property listings search beta.
  • Planning application explorer and monitor beta access.
  • Improved crime data visualisations.
  • Improved property purchase price visualisations.

2020-05-31

  • District (Council) and Ward information exposed for Prospects.
  • Improved search options (re-listed) for the property listings beta.
  • Improvements to data source imports for schools, wards and postcodes.

Not specific to Property Prospector but this week also included a major database upgrade (which unfortunately took longer than expected).

2020-05-24

  • Fix for Flip investment scenario creation.
  • Property listing search beta access.
  • Fix failure to calculate finance forecasts for specific mortgage inputs.

2020-05-17

  • Add support for onthemarket.com, propertynews.com and propertypal.com

2020-05-10

  • Prospects CRM features - record contacts, viewings, offers and follow-up reminders.
  • Prospect CRM calendar view.