Property Investment

Power Property System

Sophisticated Property Investors case study for a Property Investment business.

Challenge

Property investors often manage opportunities across spreadsheets, notebooks, emails and multiple software platforms.

Solution

Deal Pipeline Management Track opportunities through every stage: Lead received / Contact made / Negotiation / Offer submitted / Agreed / Legal / Completed / Property Analysis Tools Built-in calculators and financial modelling tools including: Yield calculations / Cashflow analysis / ROI projections / Creative finance modelling / Vendor finance scenarios / SDLT calculations / Investor CRM Manage private investors and funding relationships from one place. Investor records / Funding preferences / Contact history / Opportunity matching / Capital tracking / Task & Follow-Up Management Automatically surface: Overdue follow-ups / Next actions / Priority opportunities / Critical deal blockers Reducing the risk of deals stalling due to lack of action. Helping investors understand where deals are coming from and where attention should be focused.

Results

  • Replaced fragmented spreadsheets and notes
  • Improved visibility of live opportunities
  • Reduced administrative workload
  • Created a repeatable acquisition process
  • Enabled faster decision making