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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.

Description

Develop comprehensive cash flow forecasts spanning 20 years, conduct DCF analyses, and evaluate ROI to ensure financial viability. Import rent rolls and comparable properties to create assumptions for precise and detailed assessments, or utilize high-level assumptions for a quick Speed Analysis to kickstart the process. Enhance negotiations by utilizing our presentations to establish competitive seller pricing and optimize bidding strategies. Utilize our intuitive drag-and-drop editor, which offers over 60 customizable modules, to craft proposals or offering memoranda tailored to your needs. Generate sophisticated brochures efficiently and convert your data into compelling BOVs swiftly. Our automated document generation system directs focus towards brokers, tenants, owners, and investors, ensuring that all stakeholders are working with accurate data that drives successful transactions. Furthermore, each piece of material can be personalized to align with your branding guidelines. Assemble a polished array of marketing collateral that not only impresses your clients but also stands out in the competitive landscape. With over 30 included designs that seamlessly incorporate your colors and logo, you also have access to a design editor for creating unique pages, business maps, and integrated financial reports that enhance your offerings. This level of customization ensures that your presentations are not just professional but also memorable.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4,500 per year
Free Trial
Free Version

Pricing Details

$149 per month
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

Risk Toolbox Inc.

Country

United States

Website

docutrax.com

Vendor Details

Company Name

RealNex

Founded

2014

Country

United States

Website

realnex.com/Home/MarketEdge

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

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

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Alternatives

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