Case Study: a construction and property management company streamlines property investment management with Singletree Technologies

Construction and Property Management Company - Customer Case Study

A construction and property management company faced challenges with its spreadsheet-based system for tracking numerous property investments. The complex process involved managing funds from various investors, calculating accrued interest with different rates and terms, and handling tax consequences, which was time-consuming and prone to error. They needed a standardized system to handle these nuances, leading them to partner with Singletree Technologies.

Singletree Technologies configured its Intellimas application to automate the management of properties, investors, and complex financial transactions. The solution automatically executes monthly interest calculations and generates standardized reports, which are now emailed to investors automatically. This eliminated the manual spreadsheet process, saving a tremendous amount of time, reducing errors, and allowing for quicker responses to investor inquiries. The success of this project led the client to engage Singletree for additional work.