CRM
Streamlined Contact Management for Syndicators
Building the right connections is key to success in Real Estate Syndication. Our platform simplifies the process by allowing you to easily categorize and track Brokers, Property Managers, Investors, and more. Customize your contact types, assign them to specific markets, and receive timely reminders for follow-ups and key events to nurture valuable relationships.
Save time and streamline operations with automation tools designed for real estate syndicators. From tracking investor commitments to setting automated reminders for key deadlines, the platform ensures you stay organized and focused on closing more deals.
What you get
- Purpose-built contact types: brokers, property managers, investors, and more
- Assign contacts to specific markets
- Automated reminders for follow-ups and key events
- Track investor commitments through your pipeline
Common questions about contact management
What are Soft Commits?
Soft Commits allow investors to express their interest in funding a deal by specifying a dollar amount and a source of funds. These commitments can be updated by the investor at any time.
How does the system track investor commitments?
Investor Soft Commits and Pre-Qualification forms are logged automatically in the Contact’s Log. This creates a complete audit trail of investor interactions.
Can I see whether an investor is Accredited or Sophisticated?
Yes, our system tracks Investor Pre-Qualification forms, which indicate whether an investor is Accredited, Sophisticated, or a Crowd Fund Investor.
Are Soft Commits legally binding?
No, Soft Commits are non-binding indications of interest from investors. They help you gauge investor interest and plan your fundraising efforts accordingly.
How do Soft Commits help me?
Soft Commits are a great way to get a guage on your business and evaluate how much capital you may be able to raise once you have a property ready.
Ready to grow your syndication business?
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