It’s crucial for Investors to stay on top of their real estate investments and receive updates regularly. While some may not think it would be complicated and challenging, creating these reports often requires copious work, combining data from various sources, calculating and confirming numbers, and much more.
Our new tool, the Report Builder, is the first of its kind in the real estate industry and makes it easier for firms to create custom reports for investors. Why is this so exciting? You’ll optimize your back-office processes to create professional and beautiful reports. The Report Builder is highly customizable, so you can easily create all your investor reports including Distribution Notices, Quarterly Reports, Capital Account Statements, and more on a monthly, quarterly, and annual basis, as needed.
How Agora’s Report Builder simplifies and revolutionizes investor reporting
Creating a professional report is as easy as clicking a few buttons. Let’s take a look at why it’s worthwhile to use our Report Builder.
1. Effortlessly create investor reports
Our report builder interface was built to be user-friendly, allowing you to create reports that include tables, text, images, dividers, and a range of dynamic fields. These fields auto-populate in each personal investor’s report, ensuring accuracy and relevance for each investor. With each report, you’ll also have full control over the appearance and content. As the only Report Builder on the market, you’ll be one step ahead of your competitors when it comes to streamlining your reporting.
2. Simplify communication and increase trust and transparency
Provide your investors with clear, detailed, and professional reports that enhance transparency and trust. By using our data-driven solutions, you ensure consistent and reliable reporting, boosting both your firm’s professionalism and investor confidence.
3. Save hours of back-office work
As a real estate firm, you want to focus on just that: real estate. Not on back-office work that consumes too much of your time. Our Report Builder will save you hours of back-office work so you can focus on what’s important: business growth and development.
4. Improve accuracy and reduce manual errors
With our Report Builder, you’ll no longer have to calculate numbers by hand or locate them on countless scattered spreadsheets and create reports yourself. With automated data integration and dynamic fields, you’ll reduce manual errors and save time.
5. Elevate your professional image
Create customized reports with your company branding. Adding your logo, colors, and style to take your reports from informational to professional and impressive.
6. Streamline the entire reporting process
It may sound too good to be true, but our Report Builder makes the entire reporting process as easy and streamlined as possible. Generate, send, and organize reports in just a few clicks. You can also organize the reports in the Document Center, all directly from the platform, simplifying the entire reporting process.
Learn how to keep your investors happy and save time with Agora’s Report Builder
Keeping investors updated is a critical part of a real estate firm’s work. Our Report Builder will save you time and help you maintain a professional relationship with your investors. Reach out today to learn how to get started.
