SyndicationPro
On SyndicationPro's real estate investor portal, Investors can view a digital PPM and deal documents, invest via multiple profiles, and eSign to invest. Users can also access investment updates and distribution updates through a simple user interface. Our real estate investor portal software allows investors to track their investments across different profile types, generate investment reports, and download all offering and tax documents. Lower operational overhead on investor relations. Make yourself available, digitally, 24/7, 365 days a year! Deliver an effortless experience that won’t confuse or deter even your most tech-challenged investor. Thousands of investments later, we have perfected the investor experience to ensure they can find exactly what they need and do what they set out to do with ease. This saves you time as fundraising for your real estate syndications is seamless and investors remain happy and confident in your process.
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RealCrowd
Whether you’re a seasoned investor or newcomer, start your journey to a well-diversified investment portfolio by adding direct real estate that fits your investment profile. Access passive investment opportunities offered by professional real estate managers, unlocking the benefits of ownership without the headaches. The marketplace brings opportunities to invest in individual assets and pooled real estate funds located around the country, unlocking access to investments that fit your goals. We provide industry-leading educational materials and coursework to help you understand the fundamentals of real estate investing, so you can reach your investing goals! Spend less time worrying about the process of raising capital and more time focusing on what matters the most - maximizing the value of your real estate assets and doing more deals!
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Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
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Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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