Helpful Tools For Real Estate Agents and Investors
Digital Financing and Banking Platforms
BASELANE
Baselane makes the hardest parts of managing your rental property finances easy. From banking, bookkeeping, rent collection, reporting, analytics, and more – all in one place.
OTSO
Otso is a financial services company formed by industry veterans of commercial real estate, finance and technology to maximize asset protection and value.
DERIVATIVE LOGIC
Derivative Logic is an independent hedge advisory firm combining financial derivative market expertise with proven hedge structuring and execution capabilities in interest rate and currency derivatives and Defeasance Services.
INTEREST DASHBOARD - DERIVATIVE LOGIC
A dashboard including market rate charts, forward curve, rate cap calculator, and defeasance calculator.
Hiring Platform
BULLPEN
Bullpen is an exclusive talent network that connects growing companies with top, pre-vetted commercial real estate experts. Find freelance, fractional, and permanent team members for your most critical roles.
CRM
DIGSY
Simple, Productive, Smart Commercial Real Estate CRM. All-in-one software that streamlines and automates your workflow
CLIENTLOOK
Track properties and transactions, schedule tasks and more on the all-in-one CRM platform built for commercial real estate professionals.
BUILDOUT
Save time and energy with commercial real estate lead management by using built-in property data and mapping tools so you can be sure to hit the bullseye every time. The best real estate CRM will enable you to contact the right people, with the right information, at the right time to help build your network.
HUBSPOT
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
REALNEX
RealNex Navigator includes commercial real estate industry leading CRM, financial analysis, presentation, marketing and transaction management.
ASCENDIX
AscendixRE is an easy-to-use yet powerful CRM platform for commercial real estate brokers. It is highly customizable and easily adapts to your needs while being intuitive and straightforward. AscendixRE is built on top of Salesforce to meet commercial real estate business needs with powerful commercial real estate CRM functionality, world-class user experience, and robust security.
FOUNDRY
Foundry is a Commercial Real Estate (CRE) secured deal, transaction-based enterprise software system that your company owns. Foundry is carefully engineered from the ground up to support businesses by providing deal management, property, CRM platform, prospecting, open listings, pipeline management, dashboard and detailed reports.
KLAVIYO
Klaviyo is a unified customer platform that gives online brands direct ownership of their consumer data and interactions, empowering them to turn transactions with customers into long-term relationships—at scale. With Klaviyo, brands can combine unlimited customer data with more than 250 native integrations to automate personalized email and SMS communications that make customers feel seen.
Cold Calling Software and Tools
MOJO DIALING
CALLTOOLS
Sample Forms
Lien Waiver Affidavit [Final] by Contractor
Apartment Turnover Guidelines
Apartment Turnover Order of Operations
Apartment Cleaning Checklist
Property Management To Do List
Maintenance Test
Make Ready Form
Monthly Duties
Move Out Charges
Move out Cleaning Checklist
Move In Move Out Report
Move In Move Out Checklist
Management Daily Checklist
Promise To Pay
Property Audit Form
Property Visit Form
Resident Guest Card
Vacant Inspection Report
Daily Self Accountability Checklist for Agents