Relationship Management for Property Investment Management webinar 2.5.13

Relationship Management for Property & Investment Management

Nahi Simon

Director of Strategic Services

Copyright 2012 © Sentri, Inc. All rights reserved.

Partner of the Year

Microsoft 2010/2011 Northeast

Partner of the Year

Microsoft 2011 Northeast VOICE

Israel - Development &

EngineeringBusiness since 1999

About Sentri


Professional Service Managed Services Cloud Services

Ignite


The Agenda


Business Challenges


Lack of visibility into property activities

Consequences:

• Missed critical tasks that should have been completed on specific dates, leading to penalties or lost revenue, etc.

• Property Manager leaves the company and all the history related to the property goes with him

• In the event of emergencies not able to easily identify emergency tenant contacts

• Training new Property Managers can be challenging when there is no visibility into past history

Business Challenges


Antiquated systems, and not able to access data anytime and anywhere

Consequences:

• Not able to make informed, timely decisions

• Spend a lot of time searching for information

Tracking and cultivating industry relationships

Consequences:

• Not able to easily identify the best Investors for new ventures

• Not able to recruit the best and most talented Property Managers

• Sourcing best Vendors is difficult

Business Challenges


Property HubProperty-Hub is a relationship management solution designed for Professional Property Managers & Building Owners who manage a portfolio of commercial and residential properties and are focused on maintaining and enhancing relationships with tenants, investors, brokers and vendors.

• 100% cloud based, on-premise also available

• Real-time access anytime, anywhere through a web browser, Outlook, mobile phone, iPad or Tablet PC

• Hosted and powered by Microsoft Technologies


Why Property Hub?


Property Management360 Degree view of property information

Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.

• Manage the portfolio of each legal

entity

• Understand Investors or Entities and

their % of ownership in other entities,

as well as assets owned

• Manage mortgage obligations

associated with properties

• Receive alerts when critical mortgage

events are due

• Automatically generate Investor

ownership schedules for your Investors

using Property-Hub’s mail merge

features

• Track all correspondence with Investors,

Brokers and Lenders

Investor Portfolio ManagementEasily manage complex investment hierarchies with Property- Hub


Deal ManagementManage your hot list of potential investors more efficiently

Centralize Investor Contacts

Segment Investors

Track Investor’s Commitment

Win / Loss Analysis

Document Management

Maintain all Investor contacts in a centralized

system that can be accessed through a web

browser or mobile phone

Categorize and segment Investors based on

their investment profiles to see which

Investors are a better fit for potential deals

Understand and track the Investor’s

commitment level

Understand why you are winning or losing

Deals by performing a Win / Loss Analysis

Store documents associated with your deals

in a central repository for archiving and easy

retrieval


Critical Date Reminders

• Distribute alerts to a distribution list or individual

• Tasks are automatically created and assigned to the right individual

• Critical Event Tasks can be managed within Outlook


Document Management

• Instantly search & retrieve property related documents

• Storage of electronic documents & other digital information such as:

• Leases

• Certifications

• Vendor Contracts

• Eviction notices

• Property information & images

• Security to the document level

• Upload content to a secured database

• Track document versions and history

• Apply meta data values to document in order to organize and quickly find document


MarketingGain Actionable Insights

Track Campaigns & Programs

Manage effectiveness of Programs

Generate Target Marketing Lists.

Use templates to generate standard messaging for your email communications


AnalyticsGain Visibility & Improve Decision Making

Demo


Scenario 1

Day in the life of the Property Manager

Scenario 2

Business Development Manager sourcing investors for newbusiness ventures

Scenarios


$44 per user/month for property hub online

$8 per user/month for document management

For a 30 day free

trial please contact us

[email protected]

Subscription Pricing


Technology

Relationship Management for Property Investment Management webinar 2.5.13