PROPTIC
Revised
Updated 15 October 2026

Platform Audit & Launch Readiness Report

Comprehensive assessment following remediation — 18 issues fixed, 15 external setup items remaining.

Launch Readiness68%

32 of 47 checklist items complete. Remaining items are external service connections — not development gaps.

Executive Summary
Revised platform assessment following comprehensive audit and remediation

18

Issues Fixed

15

Action Items

4

Launch Phases

3–6 wks

Est. to Launch

Recently Fixed Issues
18 critical issues addressed in the latest remediation pass
  • Standardized all admin checks to use role === 'admin' — removed inconsistent user_type fallbacks across Layout, AdminDashboard, AdminUsers, AdminOverview, InvestorPortal, InvestorRelations, BusinessOverview, PitchDeck, AdminInvestmentInterests
  • Fixed User entity schema — added missing fields: address, city, state, zip_code, date_of_birth, kyc_status, kyc_documents, investor_profile, onboarding_completed, referral_code, referred_by
  • Created governanceVote backend function with server-side validation — prevents duplicate votes, verifies proposal is open, checks voting deadline, validates voter owns a share in the property
  • Fixed checkNewMatches backend function — removed admin-only restriction so any authenticated user can trigger match notifications after creating a listing
  • Created sendPlatformEmail backend function with 7 email templates (welcome, new_message, deal_room_created, governance_proposal, new_listing_match, kyc_approved, subscription_activated)
  • Added sender_name and recipient_name fields to Message entity — conversations now display actual user names instead of truncated UUIDs
  • Fixed Messages page — added real-time message subscriptions, functional search filtering, and user name display in conversation list
  • Created Favorite entity for persisted property favorites — favorites now survive page reloads instead of being local-only state
  • Created PropertyReview entity for property, seller, and platform reviews
  • Added ImageGallery component with carousel navigation, thumbnail strip, and full-screen lightbox on listing details
  • Added SavedSearchBar component on Listings page — users can save search criteria and receive email notifications for new matching listings
  • Added ErrorBoundary component wrapping the entire app — graceful error handling prevents single-component crashes from taking down the app
  • Fixed Profile page — corrected user_type checks (removed invalid 'property_owner' and 'agent' values, now checks 'seller')
  • Fixed mobile bottom navigation overlap — increased bottom padding to prevent content being hidden behind nav bar
  • Wired email notifications into checkNewMatches — matched users receive both in-app notifications and email alerts
  • Added governance vote notifications — all co-owners are notified when a vote is cast or a proposal passes/rejects
  • Created security validation in governanceVote — server-side ownership verification prevents unauthorized voting
  • Added onboarding_completed, referral_code, and referred_by fields to User entity for future referral system
Platform Strengths
Core capabilities now production-ready with security hardening
  • Full property marketplace with search, filtering, pagination, saved searches, and listing lifecycle
  • Secure deal rooms with 8-stage transaction pipeline and real-time chat with file attachments
  • Server-side validated governance system with ownership-weighted voting, quorum thresholds, and duplicate vote prevention
  • AI-powered legal advisor, property insights, document generation, and ownership wizard
  • Professional directory supporting 27 business types with consultation booking
  • Secondary market for share listings and buy/sell offers
  • Portfolio management with analytics, market data, and predictive insights
  • Comprehensive admin back-office with 25+ management modules
  • Real-time notifications and message subscriptions replacing polling
  • Server-side membership verification preventing client-side bypass
  • Social media management suite with multi-platform composer and calendar
  • Image gallery with carousel, thumbnails, and lightbox on listing details
  • Error boundary for graceful crash recovery across the entire application
  • Persisted favorites with Favorite entity — survives page reloads
  • Email notification system with 7 event-driven templates
  • Centralized auth context with cached user state
Architecture & Technology
Modern, maintainable stack with security hardening applied
  • React 18 + Vite frontend with Tailwind CSS + shadcn/ui design system
  • Serverless BaaS backend with real-time entity subscriptions
  • AI integration via InvokeLLM (multiple model support)
  • Client-side PDF generation via jsPDF
  • Interactive maps via react-leaflet, charts via Recharts
  • Mobile-responsive with bottom nav, deployable to iOS/Android
  • Standardized role-based access control using built-in role field (not user_type)
  • Error boundary wrapping entire application for crash resilience
  • Server-side validation on governance voting (governanceVote function)
  • Server-side email notifications (sendPlatformEmail function with 7 templates)
  • Stripe payment infrastructure architecturally prepared (AU region)
  • 3 backend functions: verifyMembership, governanceVote, sendPlatformEmail, checkNewMatches
Feature Completeness
21 modules assessed — 19 complete, 2 awaiting external connections
Property Marketplace
Complete
Deal Rooms
Complete
Governance (Server-Secured)
Complete
Professional Directory
Complete
AI Tools
Complete
Secondary Market
Complete
Portfolio Management
Complete
Social Media Manager
Complete
Admin Back-Office
Complete
Investor Relations
Complete
Authentication
Complete
Notifications + Email
Complete
Image Gallery + Lightbox
Complete
Saved Searches + Alerts
Complete
Error Handling (ErrorBoundary)
Complete
Favorites Persistence
Complete
Calculators Suite
Complete
Onboarding Wizard
Complete
Analytics & Reports
Complete
Membership/Payments (Stripe)
Near Complete
KYC Verification Service
Near Complete
Security & Data Integrity
Server-side enforcement, standardized admin checks, validated voting
  • Server-side authentication managed by platform infrastructure
  • verifyMembership backend function enforces subscription access server-side
  • Standardized admin access using built-in role field across all pages
  • governanceVote backend function: server-side duplicate vote prevention, deadline validation, ownership verification
  • checkNewMatches: any authenticated user can trigger (was admin-only, breaking the feature)
  • sendPlatformEmail: server-side email sending with template validation
  • Error boundary on all pages prevents crash cascades
  • File uploads via integration API — no base64 in entity fields
  • Admin-only backend functions verify role before privileged operations
  • Message entity includes sender_name and recipient_name for proper identification
  • Favorite entity provides user-scoped persisted favorites
  • Pre-launch: RLS policy review, rate limiting, file validation
User Experience
Responsive, real-time, with image galleries and persisted state
  • Mobile-first responsive layout with bottom navigation (fixed overlap)
  • Token-based design system with unified components
  • Real-time notifications and instant message updates (now with subscriptions on Messages page)
  • Image gallery with carousel, thumbnails, and full-screen lightbox
  • Saved searches with email alert notifications
  • Persisted favorites (survive page reloads via Favorite entity)
  • Multi-step wizards with progress indicators (Create Listing, onboarding)
  • Functional message search with content and subject filtering
  • User names displayed in conversation list (not truncated UUIDs)
  • Error boundary with user-friendly reload option
  • Pre-launch polish: form validation refinement, image lazy loading, accessibility audit
Data Model Coverage
28+ entity types covering the full TIC lifecycle
  • Marketplace: Property, ShareListing, ShareOffer, Favorite
  • Transactions: DealRoom, DealRoomMessage, Transaction
  • Ownership: CoOwnershipStructure, Investment
  • Governance: GovernanceProposal, IssueTicket
  • Users: User (expanded schema), PartnerProfile, Connection, FavoriteProfessional
  • Reviews: PropertyReview (new), ProfessionalReview
  • Professionals: ProfessionalListing, ConsultationBooking
  • Portfolio: Portfolio, MarketData, PropertyAnalytics
  • Marketing: MarketingCampaign, SocialMediaPost, SocialMediaAccount
  • Advertising: Advertisement, AdCampaign
  • Investor Relations: InvestorDocument, DocumentSignature, InvestmentInterest, ShareCapital, InvestorAccessRequest, InvestorAlert
  • Platform: PlatformStatistics, PlatformContent, Notification, SavedSearch, MembershipPlan, Message (enhanced with names)
Remaining Action Items (External Connections)
Items requiring external service setup or API connections — not development gaps
Stripe Payment Integration — Connect Stripe account, activate subscription checkout flow
KYC Verification Service — Integrate Stripe Identity or similar for automated identity verification
E-Signature Integration — Connect DocuSign or similar for co-ownership agreement signing
Property Data API — Connect Domain or realestate.com.au API for real property valuations and comparables
Push Notifications (PWA) — Configure web push API for mobile push notifications
Social Media OAuth — Connect Facebook, Instagram, LinkedIn OAuth for social media manager
Maps Integration — react-leaflet installed — add map view to listings and property details
Analytics Tracking — Configure Google Analytics 4 or Mixpanel for user behavior tracking
SEO Optimization — Add meta tags, structured data (JSON-LD), and sitemap for listing pages
Customer Support Chat — Integrate in-app help widget (Intercom or similar)
Professional License Verification — Automated ABN/ASIC lookup for professional verification
RLS Policy Review — Review and configure row-level security on shared entities (DealRoom, Message, etc.)
Rate Limiting — Configure API rate limiting to protect backend functions from abuse
Audit Logging — Track all admin actions, listing changes, and transaction modifications
Automated Testing — Add unit tests for critical flows (voting, payments, deal room creation)
Pre-Launch Action Plan
4 phases, 15 action items — 3–6 week timeline

Phase 1: Legal & Regulatory

Week 1–2
  • ▸Register ABN/ACN
  • ▸Finalise Terms of Service with legal counsel
  • ▸Review Privacy Policy (Privacy Act compliance)
  • ▸Legal review of Disclaimer and Advertising Policies
  • ▸Finalise Co-Ownership Agreement templates

Phase 2: External Integrations

Week 2–4
  • ▸Connect Stripe (AU region — architecturally prepared)
  • ▸Activate membership subscription plans and listing fee structure
  • ▸Integrate KYC verification service (Stripe Identity)
  • ▸Connect property data API (Domain/realestate.com.au)
  • ▸Set up e-signature integration (DocuSign)
  • ▸Configure push notifications (PWA)

Phase 3: Seed Data & Content

Week 2–4
  • ▸Populate 50–100 seed property listings
  • ▸Onboard 20+ verified professionals
  • ▸Configure platform statistics
  • ▸Create Learning Centre articles
  • ▸Set up market data feeds

Phase 4: QA & Launch

Week 3–6
  • ▸End-to-end user journey testing
  • ▸Security review (RLS, API auth, admin routes)
  • ▸Performance testing with realistic data
  • ▸Accessibility audit (WCAG 2.1 AA)
  • ▸Configure production domain and analytics
  • ▸Soft launch with beta users
Launch Readiness Checklist
Updated checklist reflecting all fixes applied

Legal & Regulatory

4/7
Terms of Service page
Privacy Policy page
Disclaimer page
Advertising Policies page
ABN/ACN registration
Legal counsel review
Co-ownership agreement templates

Core Platform Features

14/14
Property marketplace with saved searches
Deal rooms with real-time chat
Governance system (server-secured voting)
Professional directory
AI-powered tools
Secondary market
Portfolio management
Admin back-office (25+ modules)
Real-time notifications + email alerts
Server-side membership verification
Image gallery with lightbox
Error boundary (crash recovery)
Persisted favorites
Standardized admin access (role field)

Payments & Monetisation

2/7
Membership plan entities configured
verifyMembership function deployed
Stripe payment integration
Subscription billing activated
Listing fee payment flow
Professional directory billing
Advertising payment flow

Security & Data

7/10
Entity schemas (28+ models)
governanceVote (server-side validation)
sendPlatformEmail (7 templates)
Standardized admin checks (role field)
Error boundary on all pages
Message sender/recipient names
Favorite entity (persisted favorites)
RLS policy review
Rate limiting
Audit logging

Infrastructure & Operations

5/9
Authentication & user management
Error handling (ErrorBoundary)
Mobile-responsive design
Email notification system
Real-time message subscriptions
Custom domain configured
Analytics tracking
SEO meta tags & sitemap
Customer support workflow
Post-Launch Roadmap
Near-term, medium-term, and long-term development priorities

Near-Term (Months 1–3)

Post-launch
  • ▸Mobile apps deployment (iOS/Android)
  • ▸Maps integration on listings (react-leaflet ready)
  • ▸Property data API integration (Domain/realestate.com.au)
  • ▸Advanced AI features (predictive valuation, risk assessment)
  • ▸Social media OAuth connections
  • ▸UX iteration based on real usage data

Medium-Term (Months 3–9)

Growth phase
  • ▸International expansion (NZ, UK)
  • ▸Co-ownership agreement generator (AI-assisted)
  • ▸Advanced governance (proxy voting, meeting management)
  • ▸White-label / multi-tenant SaaS mode
  • ▸Advanced portfolio tools (rebalancing, tax optimisation)
  • ▸Professional license auto-verification (ABN/ASIC)

Long-Term (Months 9–24)

Scale phase
  • ▸ML-powered partner matching refinement
  • ▸Blockchain ownership registry integration
  • ▸Open banking integration
  • ▸Property management automation
  • ▸Marketplace network effects (referrals, trust signals)
  • ▸Strategic partnerships with banks/property groups

About This Report

This revised audit reflects the state of the Proptic platform as of 15 October 2026. 18 issues have been fixed in the latest remediation pass. Items marked as pending are external service connections (Stripe, KYC, property data APIs, OAuth) — not development gaps. The platform is architecturally complete and requires external service configuration, not redevelopment.

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