Immoheld optimizes every step of digital real estate sales with Investagon

Buying a property seems difficult and risky to many private investors. But good partners help to reduce the complexity and investment risks – like Immoheld.

The Munich-based company specializes in digital portfolio consulting. Since 2017, the real estate start-up has been advising investors on the purchase of investment properties and also supports B2B sales and property partners.

Immoheld matches properties with the individual requirements and goals of prospective buyers. To do this, the team relies on in-depth real estate expertise, the use of modern technologies and accurate market and property data.

All of this comes together in the company’s sales software – Immoheld has been using Investagon for over four years.

Structured and efficient preparation of property data for sales

Investagon ensures that daily processes from property management to partner management and customer advice run as efficiently as possible.

Executive Assistant Doreen Lorenz, who is responsible for property data maintenance uses the software to prepare data from property developers or sellers for sales.

Data import via API

The more data flows into the tool, the higher the data quality and the better the properties can be presented. “Investagon really makes work a lot easier, especially for larger projects with up to 100 units,” says Doreen. “Without the software, we or our partners would have to prepare each unit individually,” she explains.

The software also allows Doreen to enter large volumes of data efficiently and in a structured manner. The exchange with other software solutions and the import from other companies is easily possible via API interfaces.

Comprehensive data such as addresses or commission rates can be stored for the entire project. Individual units are organized in tables whose logic is based on Excel.

Working with sales partners throughout Germany

Immoheld offers real estate in various asset classes throughout Germany. To this end, the company works with a strong partner network which is managed by Nila Anwar, among others. The Operations Manager handles real estate sales in the B2B sector.

Investagon is indispensable for their daily work: “Above all, the software simplifies communication and processes with partners. Instead of constantly picking up the phone, our sales partners can use the software to independently view the availability of properties and important financing parameters.”

Immoheld partners use the software to go through their calculations with clients. Nila explains: “Our partners can use the platform with their own logo and present properties directly from the tool during client meetings. For example, they can show how the financing costs will develop over a period of 15 or 30 years.”

Keep an eye on documents and reservations

Investagon also simplifies the handling of documents. Sales partners can upload documents to the tool themselves and link them to a reservation. “Providers can then see at a glance whether all documents are complete. This saves annoying intermediate steps via file storage systems such as Dropbox and nobody has to worry about the correct naming or storage location,” summarizes the Operations Manager.

Once all documents and property data have been entered, sales partners and customers can find all the important key data for a property directly in the tool and do not have to scroll through pages of exposés.

If a sales partner discovers during a customer meeting that a property does not meet the buyer’s expectations, he can immediately find alternatives using the search function.

Once the property has been sold, he can change the status from “Reservation” to “Notary appointment” and the vendor is automatically informed of the progress.

Customer advice with Investagon: digital analyses for informed purchasing decisions

Immoheld values transparent and efficient advice at eye level. Andreas Fichtner, who works as a customer advisor at Immoheld, therefore uses Investagon from the initial meeting to the final decision to give interested parties detailed insights into potential investments and provide them with sound advice.

“Right from our first meeting, I create an account for my clients so that they can independently explore the various properties and financing scenarios that suit their goals,” he explains.

Dashboards for faster purchasing decisions

The analysis options in Investagon enable investors to work with figures and forecasts themselves. Gross return, net cash flow and equity requirements can be displayed in a clear dashboard and serve as orientation for customers.

Andreas emphasizes that the integration of market data is particularly important and gives investors the opportunity to make data-based decisions.

Even though Investagon gives customers many calculation options, Andreas and his colleagues have plenty to do. They share suitable properties with customers and listen to their questions. The reservation tool provides a structured overview of which customer is being advised on which project and which stage of the process they are currently in.

Why companies should use Investagon for real estate sales

Investagon simplifies property data management and cooperation with partners at Immoheld and has taken the quality of customer advice to the next level.

“With Investagon, many work steps are carried out digitally and we can use a lot of our time for partner meetings and customer consultations,” says Nila, summing up the benefits of Investagon for her employer.

Are you also looking for a solution that increases your efficiency and simplifies the management of documents, objects and processes? Then test Investagon now free of charge or contact us for a free consultation.