Automated Tools for the Trusted Advisor
Elevate your services for investors with performance management tools that clearly demonstrate your value, turning accidental investors into confident, intentional landlords.

Build Lasting Relationships
Help your clients understand their investment performance using real data. Portfolio Insights validates your impact, turning accidental landlords into intentional investors who will work with you for years to come.
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Identify the Best Investment Opportunities
Find on and off market investment properties that fit the criteria of your clients. Investment Gateway and Rescover Marketplace keep your clients engaged, satisfied, and ready to buy more assets.
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Optimize Performance, Amplify Your Value
Move beyond traditional property management by embracing proactive performance management. Portfolio Insights autonomously tracks and illustrates detailed property performance, including appreciation, amortization benefits, and tax savings. Shift your role from delivering difficult news to proactively sharing positive outcomes, strengthening your position as a trusted advisor.
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Generate More Prospects
Showcase your expertise for new prospects using effective lead-gen tools. Investment Gateway IDX showcases MLS listings through an investor-friendly lens. Analysis Engine delivers instant, professional-grade investment analyses, converting interest into meaningful relationships. Both seamlessly integrate with your CRM, ensuring leads become lasting clients.
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Identify and Engage Intentional Investors
Find your next ideal client using advanced search criteria based on location, and portfolio size. Portfolio Finder equips you to quickly pinpoint and engage intentional investors who understand the value of professional management, leading to stronger, more profitable client relationships.
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