Ridgewood Corporate Square,
11900 N.E. 1st Street, Suite 300, Building G,
Bellevue, Washington 98005, United States of America.
Tel: +1 (425) 523-9362
Fax: +1 (302) 351-8845
Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. It includes distribution workflow, investor dashboard, request tracking and email templates.
The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.
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