Frequently asked questions

PropCheckr is a B2B platform that helps real estate professionals in Portugal structure dossiers (CPCV, DPA, leases, powers of attorney, GDPR…), centralise documents, track document compliance, and collaborate as a team. It is a business copilot: it speeds up preparation, not the final legal decision.

Real estate agencies, law firms, transaction teams, finance partners, and any professional who regularly prepares deeds or dossiers related to property in Portugal. The service is not intended for consumers.

No. The platform does not provide legal, tax, or banking advice. Analyses, scores, and generated drafts must be reviewed and validated by your professionals before signing or official filing.

Yes, the product is designed for the Portuguese framework (documents, legal references, local practices). If you operate outside Portugal, contact us before signing up.

From the trial or sign-up page, enter your professional email and complete the form. You then sign in through our secure authentication system. Access to the pro workspace may require manual validation by our team.

This is normal for new professional registrations. We verify that the profile matches the intended B2B use. You will receive an email once activated. If the wait is unusually long, contact team@propcheckr.com with the address used at sign-up.

It is your agency or firm's shared workspace: dossiers, templates, credits, and members are linked to it. Create or join an organisation to work together on the same dossiers with appropriate roles.

Organisation owners and administrators can access Organisation → Credits, subscribe to a plan, purchase top-up packs, and configure low-balance alerts.

Each consuming action (dossier creation, document generation, etc.) debits credits according to document type. Cost details are visible in the admin area and your organisation workspace. See the Pricing page for plans and monthly volumes.

A subscription suits regular activity: credits renewed each month (or allocated upfront on the annual option), with unused credits potentially carried over depending on the plan. A one-off top-up adds to your balance without a monthly commitment, useful for a spike in activity or alongside a smaller subscription.

Sign in, open Organisation → Credits, choose Monthly or Annual, then Pro, Business, or Premium. Payment is processed via Stripe. If you already have an active subscription, changes are made from the same screen, with a confirmation modal before payment. For details (upgrade, downgrade, annual ↔ monthly), see “How do plan changes work?” below.

From Organisation → Credits, with an active subscription: switch Monthly or Annual, then choose a plan. A modal summarises price, credits, and contract effect before you confirm. General rule: each change starts a new contract on the day of the change — full price of the new plan, with no prorated credit or refund for time left on the previous plan. Your credit balance (one-off top-ups, promotions, etc.) is kept. Unused subscription credits may roll over depending on the plan (Pro, Business, Premium). — Upgrade (monthly) Example: Pro → Business on monthly billing. Stripe charges the monthly Business rate on confirmation. The new plan’s monthly credits are added after payment; a new one-month period begins. — Upgrade (annual) Example: Business annual → Premium annual. A single payment covers 12 months at the new plan’s annual rate. Subscription credits for the year (12 × monthly allowance) are granted after payment, with rollover of remaining subscription credits where the plan allows. The contract ends on the anniversary date with no automatic renewal. — Downgrade (monthly) Example: Premium → Business on monthly billing. A new month at the Business rate: no immediate extra subscription credits — you keep your current balance until lots are used or expire. — Downgrade (annual) Same principle with a single annual payment: full price of the new plan for 12 months, annual credits per the chosen plan, existing balance kept. — Switch from annual to monthly You move to recurring monthly billing (charged each month by Stripe). A new one-month contract starts at the monthly rate of the chosen plan. — Switch from monthly to annual A single payment for 12 months replaces the monthly charge. Credits for the year are granted upfront. The contract does not auto-renew: an email reminder and an in-app alert invite you to renew manually within the 30 days before the end date.

You pay for 12 months upfront, usually at a better rate than 12 monthly payments. Subscription credits for the year are granted when payment is confirmed (or when you change plans). There is no automatic renewal: you receive a reminder about 30 days before the contract ends and can renew from Organisation → Credits (same plan, another annual plan, or switch to monthly).

No. There are no activation fees: you pay only for the subscription or top-up pack you choose, excluding VAT, under the current commercial terms.

An alert may appear in the organisation workspace (configurable threshold). You can enable email notifications for administrators and, where available, automatic top-up with a saved card. Without credits, you cannot start new consuming actions until you top up or renew.

CPCV (multiple contexts: mortgage, inheritance, company…), DPA promise, lease contracts, powers of attorney, GDPR documents, and organisation-specific templates. The list evolves: the interface always shows the workflows available for your account.

From the pro workspace, create a dossier (property + parties + transaction type), upload the requested documents (ID, certidões, etc.), and follow the checklist. Guided steps show what is missing before generation or export.

Yes. Organisations can manage custom templates alongside PropCheckr templates. Go to Organisation → Templates to create or adapt them to your practice.

Sensitive documents may be linked to your organisation's cloud storage (e.g. Google Drive) depending on configuration. Check organisation settings and the privacy policy for hosting providers and retention periods.

It summarises dossier status: documents present, detected consistency, points to verify. It is a review aid, not a certificate of legal compliance. A high score does not replace validation by a professional.

Yes. AI-assisted extraction and analysis may miss information or misinterpret a scan. Always review extracted fields and generated clauses before using them.

Yes, always. PropCheckr is designed so that human validation is the final step before signing, registration, or handover to the client.

The platform provides search and insertion tools for legal references to speed up drafting. They support your work but do not replace case-specific legal analysis.

Invite members to your organisation with the appropriate role (view, edit, administration). Everyone sees the same up-to-date dossier, reducing conflicting versions by email.

PropCheckr processes data in accordance with GDPR. See our privacy policy for purposes, retention periods, subprocessors, and how to exercise your rights. For your clients' data, you remain the data controller; our tools help you structure GDPR dossiers.

Secure card payment via Stripe when subscribing or topping up. To cancel a recurring subscription, use the management options in the organisation workspace or contact us if you need help. Applicable withdrawal terms are shown at checkout.

Stripe payment receipts are sent to the organisation's billing email. For specific accounting needs (NIF, company name), ensure organisation details are up to date before payment.

Write to team@propcheckr.com with your organisation, account email, and a screenshot or description of the issue. For guided onboarding, request a demo from the trial page.

In addition to our direct support, you can use the electronic Complaints Book (Portuguese legal requirement) at livroreclamacoes.pt. The link is also available in the site footer and on our legal pages.