Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CREBuilder serves as a comprehensive platform for marketing and managing commercial real estate deals, specifically designed for brokers and small teams. Users can easily create customized offering memorandums, flyers, broker opinion of value (BOV) documents, teasers, and dedicated websites for individual properties, utilizing automated data that includes property details, financial information, geographical maps, demographic insights, and access to over 155 million property records across various asset categories. The platform features an integrated customer relationship management (CRM) system that effectively organizes contacts, companies, listings, deals, activities, and follow-ups for streamlined engagement. Additionally, a matching system connects buyers and tenants within the CRM to pertinent opportunities while visual pipelines allow users to monitor each deal's progress; secure Deal Rooms help centralize essential documents, manage access, and enhance buyer interaction. With Email Blasts, brokers can communicate with CRM contacts or matched buyers using professionally designed layouts, complete with previews, drafts, send history, Mailchimp integration for campaign creation, and broker-configured delivery via Amazon SES or HTML. As a web-based solution, CREBuilder offers a free Starter plan along with various support options, including live online training, comprehensive documentation, instructional videos, webinars, and multiple channels for assistance such as phone, email, help-desk, chat, and a robust knowledge base. This extensive support ensures that users can maximize the platform's features effectively and navigate their real estate projects with confidence.
Description
Capitola’s platform enhances distribution efficiency by automating placement processes and utilizing AI to match risk appetites, allowing broker teams to concentrate on their core strengths: nurturing client relationships, broadening their market reach, and closing more transactions. With support for property, casualty, and specialty coverage lines, Capitola ensures your broker teams are well-equipped both now and as your business evolves over time. The user-friendly tools and technologies not only please users but also require minimal training and can seamlessly integrate with current systems. Enhanced by superior AI-driven market intelligence, your team is empowered to identify the most suitable markets for every opportunity. By simplifying the marketing process, Capitola removes redundant tasks and manual data entry, alleviating the challenges associated with managing intricate programs. This holistic approach ultimately fosters a more productive and efficient working environment for brokers.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$89/month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CREBuilder
Founded
2016
Country
United States
Website
www.crebuilder.com
Vendor Details
Company Name
Capitola
Founded
2021
Country
United States
Website
www.capitola-ins.com
Product Features
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
No
Strategic Planning
No
Product Features
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
No
Marketing Automation
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Underwriting Management
No