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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience the future of real estate transaction management software designed for the next generation. Automate your operations with our intuitive, efficient, and secure platform that revolutionizes the way you conduct business. Thanks to the innovative application of blockchain technology, wire fraud is eliminated, ensuring peace of mind for all involved. Maximize efficiency by facilitating communication with all stakeholders in one centralized location, complete with seamless integration to DocuSign for effortless document handling. Empower your decision-making process with comprehensive insights through 360° business visibility and consolidated reporting. Our dedicated team is available around the clock for onboarding and customer support, ensuring you’re never left in the lurch. Discover why visionary brokerages are choosing our transaction management software to enhance their growth and streamline their operations. Join the movement towards a more secure and efficient real estate industry.

Description

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gmail No 
Google Analytics No 
Microsoft Outlook No 
Rocket Data Replicate & Sync No 
SuiteSpot No 
VuSpex No 
Vyzer No 

Integrations

Docusign No 
Gmail Yes 
Google Analytics Yes 
Microsoft Outlook Yes 
Rocket Data Replicate & Sync Yes 
SuiteSpot Yes 
VuSpex Yes 
Vyzer Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Propy

Founded

2017

Country

United States

Website

propy.com

Vendor Details

Company Name

RealPage

Founded

2015

Country

United States

Website

www.investormanagementservices.com

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM Yes 
Commission Management Yes 
Contract Management Yes 
Critical Date Alerts No 
Document Templates No 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers No 
For Brokers Yes 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

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