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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CREBuilder serves as a comprehensive platform for marketing and managing commercial real estate deals, specifically designed for brokers and small teams. Users can easily create customized offering memorandums, flyers, broker opinion of value (BOV) documents, teasers, and dedicated websites for individual properties, utilizing automated data that includes property details, financial information, geographical maps, demographic insights, and access to over 155 million property records across various asset categories. The platform features an integrated customer relationship management (CRM) system that effectively organizes contacts, companies, listings, deals, activities, and follow-ups for streamlined engagement. Additionally, a matching system connects buyers and tenants within the CRM to pertinent opportunities while visual pipelines allow users to monitor each deal's progress; secure Deal Rooms help centralize essential documents, manage access, and enhance buyer interaction. With Email Blasts, brokers can communicate with CRM contacts or matched buyers using professionally designed layouts, complete with previews, drafts, send history, Mailchimp integration for campaign creation, and broker-configured delivery via Amazon SES or HTML. As a web-based solution, CREBuilder offers a free Starter plan along with various support options, including live online training, comprehensive documentation, instructional videos, webinars, and multiple channels for assistance such as phone, email, help-desk, chat, and a robust knowledge base. This extensive support ensures that users can maximize the platform's features effectively and navigate their real estate projects with confidence.

Description

Capitola’s platform enhances distribution efficiency by automating placement processes and utilizing AI to match risk appetites, allowing broker teams to concentrate on their core strengths: nurturing client relationships, broadening their market reach, and closing more transactions. With support for property, casualty, and specialty coverage lines, Capitola ensures your broker teams are well-equipped both now and as your business evolves over time. The user-friendly tools and technologies not only please users but also require minimal training and can seamlessly integrate with current systems. Enhanced by superior AI-driven market intelligence, your team is empowered to identify the most suitable markets for every opportunity. By simplifying the marketing process, Capitola removes redundant tasks and manual data entry, alleviating the challenges associated with managing intricate programs. This holistic approach ultimately fosters a more productive and efficient working environment for brokers.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$89/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CREBuilder

Founded

2016

Country

United States

Website

www.crebuilder.com

Vendor Details

Company Name

Capitola

Founded

2021

Country

United States

Website

www.capitola-ins.com

Product Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Product Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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