How it works: Simple. Flexible. Secure.
Personalize the software with your company logo and colors.
Setup your company and add employees in seconds to start working together.
- Enter your company’s contact information and services offered.
- Upload your company’s logo for a customized look.
- Enter your company’s sales pitch for the Uvestor directory.
- Match your company’s color scheme for branding purposes.
Organize and assess all property details.
Use the modules you need to efficiently track every piece of information related to the investment property.
- All property maintenance activity appears in one dashboard.
- Hover over the status bubbles to see comments and feedback from your property team.
- Track repairs and inspections on your rehab, including estimates and work orders.
- Enter estimated repair costs and request and bids from contractors.
Upload and email documents and photos.
Store and share documents with your property team without worrying about losing anything ever again.
- All uploaded documents include the person, time, date and related comments ensuring total accountability.
- Categorize your documents for the purchase, sale, or financing of your properties.
- Forget the sticky notes &mdash Add notes to documents as you upload them.
Coordinate everyone on your property team.
Give clients and vendors access to relevant modules through their own secure dashboard, keeping everyone in the loop.
- Include team members based on only the activities and files they need to see.
- Assign permission levels to all parties on the Property Team: Buyers, Appraisers, Maintenance, Financing, Closing.
- Add and remove property contacts quickly and easily. Each property can have unique teams.
Create and assign tasks in seconds.
Task emails allow recipient to respond via email reply without having to log into system.
- View active tasks or an archive of completed to-do lists per property. Tasks are organized by module such as Maintenance, Appraisal, Buying, etc.
- Reply via email to post comments or status updates on a task. Manage “due date” reminders with an email status update.
- Time stamps ensure accountability and keep a running log of conversations.
- Enter comments within the Uvestor online software or simply reply to notices in your inbox.
- Upload documents and photos as “proof of work” or for additional context on to-do items.
- Select which property team members are notified when to-do items are updated. Everyone is on the same page all the time!
Check out more advanced features…
