SEC Compliant CRM

SEC Compliant CRM

Automate the “Get To Know Your Investor” Process with our Real Estate Syndication CRM

crm-thumbnail
crm-thumbnail

Online User Registration

Potential Investors can easily sign up onto your investor platform and submit a customizable investor questionnaire. An online onboarding process allows you to scale and be accessible anywhere, at any time. Most real estate syndication networks grow through referrals, so an online registration process captures more leads as people share.

Build a Relationship & Determine Investor Suitability

SyndicationPro has built-in tools to help you remain SEC Compliant. When an individual registers as a new lead, you have the option to take them directly to an investment opportunity (only recommended when general solicitation is permitted, e.g. Regulation D 506(c)) or they can go directly to a page that allows them to schedule an introduction phone call with your team (which is recommended when general solicitation is not permitted, e.g. Regulation D 506(b).)

The Best Real Estate Syndication CRM to Follow up period.

Best Real Estate Syndication CRM
Best Real Estate Syndication CRM

Complete relationship history visualized in timeline view

To grow your business, you are speaking and interacting with hundreds of people and your investors are interacting with you on your platform! Through SyndicationPro, you are able to view a detailed summary of every email sent to them, your private notes, their reservations, and investments, and their activity log on the platform! In a matter of seconds, you are fully caught up with your relationship with the investor and are able to identify the next steps.

Email, Text, and Phone Call From Within the Platform!

Through our real estate syndication platform, you are able to sync your email allowing you to not only view your history but also email your investors directly through the platform. Our BETA customers also have the ability to send text, make phone calls, and make video calls from within the platform!
Access Free Trial

No Credit Card Required!

Real Estate Syndication Software Features Available to our BETA Users

Custom Views, Tags, & Custom Fields!

We are Syndicators who have built a network of over 3,000 investors and have raised millions- we understand what it takes to secure investments! A big part of getting to a yes is knowing whom to target! Our next set of features helps you find the needle in the haystack by smart insights, custom lists, tag leads, and custom fields!

Follow-Up Reminders & Tasks

Another big part of securing investment commitments is consistently following-up. In the next set of features on our CRM for Real Estate Syndicator includes adding follow-up tasks and reminders for you and your team members! You are able to sync these follow-up reminders to your calendar as well.

Our Deep Product Roadmap

Access Free Trial

No Credit Card Required!