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.
