Create and manage exposés and documents for real estate in a time-saving manner

Maximum efficiency with minimum effort with digital exposés

Many real estate experts see themselves as partners for their clients and potential buyers and are happy to take the time to provide advice on an equal footing. However, other tasks often take up so much space in the day-to-day work of many sales teams that personal interaction is neglected.

One of these tasks is the creation and compilation of sales documents. As an experienced sales professional, you know that documents such as exposés are indispensable and in many cases decisive for a purchase. Investagon’s real estate software therefore enables you to create appealing sales documents while still saving time.

This allows you to compile professional sales documents with just one click and manage them efficiently on a digital platform. Present your properties in a modern and clear way and enrich them with informative data that provides an ideal basis for consultations.

Reading tip: Our exposé guide provides you with everything you need to know about the real estate exposé and tips for creating it.

Create, export and share digitally with just one tool

Investagon enables you to create exposés digitally with just one click and standardize the process. However, the software goes far beyond the mere creation of exposés. For example, you can easily export your created sales documents as PDFs to send them by email or save them in the integrated document management system. This gives your sales team access to the current status of the documents at all times.

Your sales process will be even more efficient if you share the sales documents with your sales partners or interested customers digitally via a link. The online version of the Investagon exposé is dynamically designed. This has the great advantage that the customer can adjust all assumptions themselves and carry out calculations live according to their investment objectives and vary them again and again.

Manage documents centrally and maintain an overview

To be successful in real estate sales, it is important to always have relevant documents and data to hand. This requires clear document management. The document management system that Investagon already has on board enables you to keep all property-relevant documents in one place.

• clearly arranged,
• categorize and
• always up to date.

This not only creates structure in your documents, but also optimizes your work process and saves you time day after day.

Customization for more individuality

Every property is unique and meets the different needs of prospective buyers. Emphasize the special features of your properties and adapt your exposés individually to the wishes of your customers.

The software from Investagon allows you to,

• to present important key facts about your properties in an appealing and individual way,
• break down key figures and
• to display object data clearly.

The dynamic version of the sales documents also allows the data to be varied according to the customer’s various assumptions. For example, if customers want to know how key figures such as the interest rate or the expected rent will change depending on the financing and market forecasts, they can perform these calculations themselves in the dynamic exposé.

In addition to facts and figures, you also have the option of integrating clearexplanations of various technical terms to round off your service. This means that prospective buyers no longer have any questions and you can concentrate on the next steps towards the purchase during the consultation.

Digitize your documents

Gathering information for appealing exposés will remain an important task in the future. However, Investagon saves you time when compiling information and creating digital and dynamic business cards for your properties.

Documents such as the exposé, contracts, reservation forms and more are always available centrally and in the latest version thanks to Investagon.

Test the software now for 30 days free of charge and create your real estate exposés and documents digitally and efficiently.