Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilize the CRM to monitor both buyer and seller leads effectively. Effortlessly keep track of property showings and offers in a streamlined manner. Implement email marketing campaigns to maintain engagement with potential clients. Gain 24/7 access to your transactions, documents, and tasks for ultimate convenience. Stay organized by tracking essential tasks and deadlines. Generate performance and sales reports while ensuring document compliance is met. With EZ Coordinator, the leading tool for real estate transaction management, brokers, agents, and transaction coordinators can enhance their operational efficiency, resulting in an increase in closed deals. Effectively manage leads for both buyers and sellers, while also monitoring property interests and other crucial information that can help convert leads into loyal CLIENTS! Brokers will find that offering this CRM tool attracts top-tier agents, and agents will appreciate the simplicity of having all their lead and transaction management needs met in one place, eliminating the hassle of juggling multiple programs. This comprehensive solution streamlines the entire process, ultimately driving success in real estate transactions.
Description
PactFi is an innovative fintech solution aimed at simplifying and enhancing the management of intricate private credit transactions by offering comprehensive operational infrastructure for both deal coordination and closure. This platform effectively centralizes workflows, data, and communication among the various stakeholders involved in a credit deal, which includes arrangers, investors, legal advisors, borrowers, and administrative staff, allowing for seamless collaboration within a secure setting. By moving away from disjointed systems and extensive email exchanges, PactFi streamlines the deal-making process through organized workflows that meticulously track each phase of the transaction and keep a unified record of activities and pertinent documents. Users benefit from the ability to oversee the movement of funds during closings, input amounts for facility draws, document fees, and automatically create sources-and-uses summaries that facilitate the verification of the transaction’s financial framework. This holistic approach not only increases efficiency but also enhances transparency, making it easier for all parties to stay informed and aligned throughout the deal lifecycle.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15 per 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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BrokerStore
Country
United States
Website
www.ezcoordinator.com
Vendor Details
Company Name
PactFi
Founded
2021
Country
United States
Website
www.pactfi.com
Product Features
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
No
Contact Management
No
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
No
Website Management
Yes
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No