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
