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What is Juniper Square?

Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.

What is IDX Broker?

Enhance your client interactions and showcase your expertise in the real estate sector by offering monthly updates about the local market trends. You can seamlessly route leads to your colleagues through the management interface or automate this task with customizable filters based on criteria like price, city, or a round-robin system. Each team member enjoys tailored email notifications and robust tools for lead and listing management, all without the stress of long-term commitments or hidden fees! IDX Broker provides you with the essential resources needed to effectively oversee a successful real estate agency. Although the process of finding the perfect home may seem overwhelming, our user-friendly Omnibar search tool simplifies that journey, ensuring an efficient and pleasant experience. This adaptable search functionality can be integrated effortlessly on your website, allowing clients to access an effective search mechanism without feeling inundated. By entering specific criteria such as city, county, postal code, MLS number, or exact address, visitors can quickly discover relevant listings, making their property hunt much more manageable. This streamlined method not only improves client satisfaction but also significantly enhances your opportunities for closing transactions, ultimately contributing to your business's growth. Plus, the ease of use encourages repeat visits and referrals, vital for sustaining long-term success in the competitive real estate market.

Media

Media

Integrations Supported

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Parsey
TotalBrokerage
Vectra AI
Vyzer

Integrations Supported

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Parsey
TotalBrokerage
Vectra AI
Vyzer

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$90 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Juniper Square

Date Founded

2014

Company Location

United States

Company Website

www.junipersquare.com

Company Facts

Organization Name

Elm Street Technology

Date Founded

2016

Company Location

United States

Company Website

idxbroker.com

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

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