Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.
Description
EasyHaus is an innovative cloud platform tailored for real estate sponsors, boutique investment firms, and developers who are involved in managing fractional property offerings. This comprehensive tool merges a back-office workspace with a customized investor portal, enabling users to publish investment offerings, gather subscription orders and necessary documents, assess these orders, and document wire transfers seamlessly. Furthermore, it diligently tracks relationships with investors and reminds users of identity checks, while also keeping meticulous records of ownership and transactions. The platform enhances operational efficiency by facilitating distribution calculations, generating investor statements, and allowing exports in CSV and SEPA XML formats, alongside portfolio reporting that includes metrics such as net asset value, yield, and internal rate of return. In addition, sponsors have the ability to manage acknowledgements and access a detailed audit trail, while investors can conveniently view offering details through a portal that is hosted on the sponsor's own domain. It is important to note that EasyHaus is specifically designed for firms that manage co-ownership and fractional real estate investments, and it does not serve as a repository for investor funds, ensuring that all financial transactions remain secure and transparent. This specialized focus positions EasyHaus as a vital resource in streamlining real estate investment management processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29/active client/month
Plans cost $49 per team member per month and $29 per active client per month. A 14-day free trial is available with no credit card required.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
UNAPEN
Founded
1991
Country
United States
Website
unapen.com
Vendor Details
Company Name
EasyHaus
Founded
2026
Country
Bulgaria
Website
easy.haus
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes