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Dealflow Management
Empower your team to concentrate more effectively on driving new deals and nurturing relationships without the concern of losing valuable information. The Dealflow pipeline we offer eliminates the intricacies associated with manual processes and it's designed to be fully configurable, accommodating the unique needs and processes of each team with ease. Effortlessly transition deals from one stage and status to the next, facilitating the issuance of pass or on-hold notifications as necessary. The activity section enhances collaboration among team members, providing a space to leave notes and assign tasks, fostering smooth and efficient internal collaboration.
KYC / Compliance
Enhance the efficiency of your compliance and risk management procedures with Zapflow. Our platform simplifies the verification of investor identities, assessment of risk profiles, and adherence to Anti-Money Laundering (AML) regulations. Facilitating seamless onboarding of new investors, our system enables thorough due diligence, AML screenings, verification of the source of funds, and the collection of requisite documentation for a comprehensive evaluation of each investor's risk profile. Zapflow streamlines these critical processes to ensure a robust and compliant investment environment.
CRM with data enrichment
Our powerful CRM system provides a comprehensive directory to store information pertaining to contacts, companies, and real estate. It facilitates the seamless update of dynamic information, ensuring a well-organized repository. Additionally, the system enables the consolidation of insights, task assignments, and activity tracking within a centralized interface. The integration of email functionality, along with BCC email forwarding features, centralizes all communication within the platform, enhancing operational efficiency. Furthermore, our Clearbit integration enriches your data with public information found on the internet, providing an added layer of depth and context to your records.
Default Reports
Indulge in the insightful reports crafted by Zapflow, providing you with a nuanced perspective on your dealflow pipeline. These reports are intricately designed to offer a comprehensive overview, allowing you to glean valuable insights and meticulously review the activity and performance of your dealflow pipeline.
Experience Zapflow
Our specialized tools are designed exclusively for real estate professionals like you, providing a competitive edge in today's dynamic real estate market.
Streamline your workflows, gain insights, and make data-driven decisions with confidence.
Your real estate investment journey just got a whole lot smarter.