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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

Realvolve is an online customer relationship management tool tailored specifically for real estate professionals and agencies. This platform empowers users to grow, engage, and succeed with ease. Among its key functionalities are task organization, contact oversight, management of property transactions, and integration capabilities with external applications. Users can document both the professional and personal details of their contacts efficiently. Additionally, Realvolve helps in overseeing deadlines and noting critical dates to ensure smooth operations. Overall, this software offers a comprehensive solution to streamline the daily tasks of real estate businesses.

Description

UP Standard offers a comprehensive web-based solution designed for unclaimed property compliance, guiding users seamlessly through the entire process, from the bulk or individual record import utilizing an integrated template with automated validations for accuracy to user-friendly filtering, editing, and commenting features that allow for centralized management of properties within a single dashboard. The platform is consistently updated with the most current state-specific regulations, thresholds, deadlines, and NAUPA II compliance standards, facilitating streamlined due diligence through built-in fields and reminders, while also generating reports that are ready for filing and providing one-click electronic submissions across more than 30 jurisdictions. Additionally, it monitors the status of reports and their upcoming due dates, maintains a complete history of all filings, and includes advanced search functionalities alongside audit-ready record management. This advanced system alleviates the burden on compliance and finance teams by automating processes, thus significantly reducing the likelihood of overlooking deadlines or incurring penalties, ultimately promoting a more efficient workflow. With its extensive capabilities, UP Standard empowers organizations to navigate the complexities of unclaimed property management with greater ease and confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Evernote
Formstack Documents
Gmail
Gravity Forms
Happy Grasshopper
LeadsBridge
Nexa
PropertyRadar
Real Geeks
Sovos
Spacio
Stackreaction
TRIBUS
Thankster
Wufoo
X (Twitter)
Zapier
zBuyer
zipForm Plus

Integrations

APIANT
Evernote
Formstack Documents
Gmail
Gravity Forms
Happy Grasshopper
LeadsBridge
Nexa
PropertyRadar
Real Geeks
Sovos
Spacio
Stackreaction
TRIBUS
Thankster
Wufoo
X (Twitter)
Zapier
zBuyer
zipForm Plus

Pricing Details

$59.00/month/user
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

Realvolve

Founded

2009

Country

United States

Website

realvolve.com

Vendor Details

Company Name

Sovos

Country

United States

Website

sovos.com/trr/products/unclaimed-property-reporting/upstandard/

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Product Features

Alternatives

Alternatives

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