Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Why should we confine automation and optimization solely to outbound marketing efforts? True collaboration occurs when all teams unite consistently. With the implementation of COA, there are no longer any justifications for missing out on valuable opportunities. When you view your business from the perspective of your customers, they perceive it as a unified whole, rather than as disparate lines of business or departments. It is essential for you to adopt a similarly comprehensive perspective that transcends individual functions such as Sales, Marketing, Underwriting, or Service. COA provides that all-encompassing, integrated view. It connects marketing with sales, sales with service, and continues this linkage throughout the organization. With COA, every team member and their contributions are synchronized and held accountable. This system creates a dynamic customer profile, which can be tailored to suit your organizational culture and specific needs. By design, COA systematically identifies and ranks new customer opportunities based on your priorities, including factors such as valuation, context, urgency, and the unique skill sets of each team member involved in the process. As a result, your organization can maximize the potential of each opportunity that arises.
Description
Valuate is a web-based platform from REFM that focuses on property financial analysis and transaction marketing, aimed at optimizing the property screening process and fostering better collaboration. It is designed to support a variety of property types, including commercial real estate, multi-family units, hotels, self-storage facilities, and residential flips. Users can create detailed models that encompass everything from rent roll assessments to unit renovations, refinancing options, and eventual sales, with tools such as sensitivity analysis that highlight potential risks and opportunities. Additionally, the platform features smart alerts that notify users of possible underwriting errors and provides helpful information icons for on-the-spot assistance. Valuate also promotes seamless sharing via email, which enhances communication regarding real estate transactions. Its user-friendly dashboard allows for direct editing of essential transaction inputs, enabling real-time updates to investment return key performance indicators. By superseding traditional Excel methods in the latter stages of financial analysis, Valuate effectively integrates mechanics for purchases, sales, debt, equity, and joint ventures, making it a comprehensive tool for property professionals. Moreover, this platform empowers users with streamlined workflows that save time and reduce the likelihood of mistakes in complex financial scenarios.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Advanced Software Applications
Founded
1992
Country
United States
Website
www.asacorp.com/coa.jsp
Vendor Details
Company Name
REFM
Founded
2009
Country
United States
Website
valuate.getrefm.com
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No