PortfolioTrax Article
Transcription
PortfolioTrax Article
SPECIAL ADVERTORIAL SECTION LENDERS & SERVICERS OUTSOURCERS FIELD SERVICES ATTORNEYS PORTFOLIOTRAX, LLC 6160 SUMMIT DRIVE N., SUITE 345, BROOKLYN CENTER, MN 55430 » 763.200.3966 » INFO@PORTFOLIOTRAX.COM portfoliotrax.com COMPANY DESCRIPTION: KEY PERSONNEL PortfolioTrax, LLC provides custom workflow technology and consulting solutions to effectively manage construction, hazard claims and field services on multifamily, single family and commercial real estate portfolios. The PortfolioTrax application is a tool that centralizes communications and project management to create transparency in fieldwork with consistent service deliverables. The software’s built-in workflow and customizable features make it easy to monitor and track activity for large real estate portfolios. »» Brian Michaelis, Chief Technology Officer »» Ben Brunson, SVP of Business Development »» Steve Hozie, Chief Financial Officer »» Micheal Breese, Founder & Chairman »» Tim Connors, Chairman of Operations The web application enables global collaboration with cloud driven document sharing, task tracking, timeline reporting, picture sharing, bid submission, invoice generation, and more. Realtime dashboard reporting provides quick insight into property information, photos and work orders. As a centralized web application, PortfolioTrax increases productivity and streamlines project management to improve portfolio performance and profitability. REGULATORY COMPLIANCE The PortfolioTrax application has built-in controls to ensure that business processes are transparent and meet industry compliance standards. The system features a data-driven operational ticker that provides compliance alerts for each asset to notify users of any compliance requirements. The compliance settings help minimize error and mitigate risk. KEY COMPLIANCE FEATURES BUILT INTO THE SYSTEM INCLUDE: COMPANY HISTORY PortfolioTrax, LLC was developed in 2008 by a real estate investor with a specific need for an all-in-one technology solution that could manage and scale large portfolios of complex properties. The technology solutions available at the time were expensive and lacked options for customization, vendor management, quality controls and integration. Thus, PortfolioTrax was developed from the ground up. The application was built to manage a full suite of unique property services with real-time data feeds. The result had an immediate impact on business, increasing efficiency, time management and overall portfolio performance. Since its initial release, PortfolioTrax has been enhanced to include more features and now provides the necessary tools to manage services for residential and commercial real estate including: renovation, maintenance, preservation, environmental remediation, hazard claims, property management, vendor management, code compliance and home warranties. 64 »» »» »» »» »» Auto-generated smart scripts and forms Document control and retention for audits Timeline requirements Set pricing based on investor guidelines State and municipal registration and code compliance »» System restrictions on protected class loans »» Contractor background checks, licensing and insurance requirements »» Claims licensing requirements by state KEY FEATURES/BENEFITS PORTFOLIOTRAX INCLUDES THE FOLLOWING TOOLS AND SERVICES: »» Built-in workflow »» Drag and drop project scheduler »» Drag and drop document and photo manager »» Built-in smart forums and templates »» Automatic live email notification updates »» Estimate builder »» Bid generator »» Material purchasing forms »» Vendor network management »» Real-time dashboard reporting and analytics »» Geolocation technology with date and time stamp »» QuickBooks integration »» Mobile App (iOS & Droid) HOW IT IS DELIVERED: »» Hosted on Amazon’s EC2 scalable cloud hosting environment »» Created from open source development »» Integration via a fully functional API WHAT SETS YOU APART FROM YOUR COMPETITORS? BUSINESS LINES, SERVICES, AND PRODUCTS COLLABORATION TOOLS: Collaboration tools PRODUCTS allow users to notify and receive emails when an activity is created or when a user posts to a comment thread. Users can analyze data, track work progress, communicate with teams and view reports all from their mobile device. »» PortfolioTrax web application »» National vendor network »» Work-flow management consulting services SPECIALIZATIONS »» »» »» »» Construction Hazard Claims Property Preservation Environmental Remediation Code Compliance »» Maintenance & Warranty »» Custom Inspections GEOGRAPHICAL SCOPE AND COVERAGE AREA PortfolioTrax is utilized nationwide and is accessible anywhere at anytime using our mobile web application. LIVE DASHBOARD REPORTING. The client portal gives users greater insight over their assets with features such as real-time reporting and customizable dashboards.
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