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INVESTMENT AND REFERRAL MANAGEMENT
This is a comprehensive web based enterprise application for real estate investment firms.
This is a secure application that tracks investments through its life-cycle - prospecting, commitment, funding and execution - and has a multitude of features including MS Office integration, event logging, document generation and management and messaging.
The application can be further customzed to your specific needs. Please contact us for more details or to schedule a demonstration.
The application bundles the following key components:
1. Contact Management.
2. Investment Management (Gap, Mezzanine, Equity and Tenants In Common)
3. Referral Management.
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- Integrated Windows Authentication
- Fully Customizable
- Workflow
- Built in Roles - Investor Relations and Accounting
- Batch Interest Calculation and Export
- Referral Management and Referral Payment Calculations
- Internal Messaging and Workflow
- Transaction Based
- Automated Reporting using Microsoft Reporting Services
- Sharepoint and Outlook Integration
- Document Creation and Management
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