SyndicationPro
This real estate investment management software streamlines the capital raising process, offering unique features like direct IRA funding and ACH payment integration. Sponsors can automate fundraising, manage investor communications, and provide updates effortlessly, ensuring a superior experience. The platform enhances workflows with a user-friendly interface and robust CRM for precise investor relationship management.
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Top SyndicationPro Features
- Self-directed IRA funding integration
- ACH payment processing
- Automated fundraising process
- Investor experience optimization
- Professionally branded email templates
- Lead filtering and grouping
- Integrated marketing automation
- Distribution calculator tool
- Reservation module for soft commitments
- Cosponsor collaboration tools
- White-label branding options
- Seamless website integration
- Intuitive user interface
- 24/7 investor access
- Digital PPM and deal documents
- Investment tracking across profiles
- Quick document eSigning
- Responsive customer support
- Activity-based lead scoring
- Comprehensive investor communication platform.
