REALTY|Share is a document management, collaboration and workflow portal built on the Microsoft Office 365/SharePoint platform.
Focused on increasing productivity, REALTY|Share provides real estate companies with the ability to easily:
• Access and manage documents from a single location
• Manage project checklists and operating tasks
• Manage and track contacts and investors within a robust CRM
• Create, manage, and deliver customer and investor information,
including monthly or quarterly property updates
• Present dashboards with key business data
Bring efficiency to your backoffice operation by managing your documents, tasks and contacts all in one place.
REALTY|Share provides a single repository for all property documents including due diligence, property management, asset management, development, investment, and more. Extended feature capability also includes:
• Secured access based on user role
• External party access for investors, customers, contractors, counsel, etc.
• Desktop replication and mobile access
• My Recent Documents rollup
REALTY|Share automatically creates template-based checklists such as Compliance, Due Diligence, Closing and other checklists as appropriate for each property. Task management features include “My Tasks Due This Week,” Reminders and Escalations. Users can also create project management collaboration sites for managing processes such as construction projects.
REALTY|Share includes customer, vendor, and investor relationship management features that connect contacts with properties. This module integrates with Microsoft Outlook and includes the following capabilities:
• Contact and company management (including investors, customers, vendors and other service providers)
• Deal pipeline management
• Activity tracking
Whether your customer is your investor or the property owner, REALTY|Share Customer Portal provides a single place for your customers and investors to go to see all the necessary information associated with the properties they care about. Features include:
• Fund/Property documents including Deal Memo, JV Agreement, K1’s, etc.
• Customer documents
• Monthly or quarterly property or fund updates
• Other investor communications including capital call management
Property financial reporting and analytics
REALTY|Share is provided by Abel Solutions, Inc., an Atlanta-based consultancy that has been delivering SharePoint portal solutions for 10+ years to a wide range of industries, with a focus on real estate. Currently, Abel Solutions real estate customers include:
John Wieland Homes
True North Companies
American Realty Advisors
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For more information and pricing, or to schedule a 20 minute demo, please submit the contact form below.
We look forward to speaking with you soon.