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Syndicators are switching from investor portals like IMS to SyndicationPro
Distribute Investor Earnings via ACH Payments
SyndicationPro brings in the convenience of ACH Payments on the portal to allow you to make payments and profit distribution on the go. Get electronic payments to and from a bank account for enhanced productivity and peace of mind, as we enable safer and faster payments within the platform.
Save Time With Our Digital PPM and Fully Integrated eSign
Quickly close your investment round by automating the entire fundraising process. Our real estate syndication software walks your investor through every part of the investment process, including securely signing subscription documents and funding their investment.
An Institutional Quality Investor Portal Driving Instant Credibility
Set the tone from the start and elevate your investor experience by providing a simple and intuitive real estate syndication platform to showcase new opportunities and provide updates and insights for existing investments. Professionally branded email templates come standard.
The Only CRM Built to Nurture and Identify Serious Investors
Real estate syndicators can filter and group leads, leave notes, view and send emails from within the CRM platform, and view investor activity logs. Marketing automation, Text message marketing, and automated activity-based lead scoring are coming soon!
Investor Relations Streamlined & Distributions Done for You!
Seamlessly provide updates to your investors including distributions. Our real estate syndication software has a distributions calculator and you have the option of importing your calculations as well!
Get Soft Commitments Before Finding Your Next Deal
Using our Reservation Module, you are able to showcase potential opportunities to begin conversations with investors and secure soft commitments. This gives you a list of primed investors ready for your next deal and lets you know how much investor demand you have.
We chose SyndicationPro because of the intuitive design, especially when it comes to the investor-facing portal. We love using it so far and are continuously excited for new features that are regularly released!