Successful with Investagon: How INVENIO Real Estate optimizes real estate brokerage

In uncertain times, secure investments for the future are particularly in demand. Johannes Wiedemann and Mathias Roßkopf support investors with market data and many years of experience in the real estate market so that they can make informed investment decisions when building up assets for their retirement provision. The two are managing partners of INVENIO Real Estate GmbH in Neuburg an der Donau.

Challenge: Transparency and structure for complex sales

The INVENIO team supports investors throughout Germany in their search for suitable investment properties for their asset accumulation and focuses on co-living projects in the Big 7 cities.

Wiedemann and Roßkopf pursue a special sales strategy: residential complexes in sought-after locations are divided into individual residential units , modernized and sold on to end customers. Independent estate agents, financial service providers and real estate consultants present these properties to investors and provide them with all the investment data they need to make an informed decision. The company also opened a second location in Stuttgart in 2023.

For this to work, all those involved must be efficiently supplied with information:

• Which properties are currently available?
• What stage of the purchase process is a customer in?
• What commissions are sales partners entitled to?

In order to answer these questions quickly and correctly, the INVENIO team needed a centralized and digital solution to efficiently manage the complex sales processes.

The solution: Investagon as a control center for sales

Since 2020, INVENIO has been organizing all property data and associated documents as well as the connected partners in Investagon’s sales software. Johannes Wiedemann was already familiar with Investagon through one of their property partners: “In 2018, we were one of the first Immoheld sales partners to manage their properties with Investagon. Even back then, we had a good overview of the project landscape thanks to the software and were convinced that the solution would also be perfect for our own company.”

Today, the team led by Johannes Wiedemann and Mathias Roßkopf uses Investagon as a central platform for managing real estate and communicating with sales partners and customers.

How INVENIO uses the software

The software from Investagon has made day-to-day work at INVENIO much easier. The following functions, among others, contribute to this:

• Transparent data preparation: Clear key figures and analyses show investors at a glance which properties match their objectives.
• Central document management: Financing data, exposés and contract documents are centrally organized and available at all times.
• Structured organization: INVENIO always has an overview of all projects and commissions and can manage all sales partners and locations efficiently.
• Live tracking of the purchase process: Every sales partner can check in real time what stage a customer is at.
• Convenient commission accounting: The INVENIO team can create commission structures and track which partners receive which commissions at any time.

Result: More efficiency and better control

Around 50 INVENIO employees and partners are currently working with the software solution from Investagon. They particularly appreciate the transparent presentation of all relevant key figures and sales processes and the clear organization of documents – in all phases from purchase preparation and financing to the notary appointment.

This clarity is particularly relevant for investors. “For end customers, the presentation of their potential investment is extremely important. Investagon offers very good options for this. The figures behind the tool and the visual presentation in the form of charts and tables show very clearly why a property pays off and whether it is worth buying,” emphasizes Johannes Wiedemann.

The tool not only creates transparency for customers, but also helps sales staff to ensure that no sales opportunities are missed. They can see at a glance which property is in which phase and how they can support their customers beyond that. “Our team can also store search requests for investors so that customers are immediately informed about new projects.

Once an investor has found a suitable property, INVENIO employees can conveniently distribute all the necessary documents for the financing and purchase to the right partners efficiently and securely without having to leave the software. “This is much more efficient than organizing documents via a cloud repository, for example,” says Wiedemann.

Outlook: Even more automation in sales

“We value the tool because it allows us to create transparency for sales and customers,” concludes the Managing Director. There is no question that his team will continue to work with Investagon in the future. INVENIO plans to integrate Investagon even more deeply into the company’s processes in the future. The next steps are to link it with the CRM system and automate property key figures and purchase agreement processes.

“In times of digitalization and AI, anyone working in the real estate industry should rely on a specialized industry solution instead of cloud folders and manual filing,” advises Johannes Wiedemann to all companies that are not yet working with digital sales tools. “In our sector, you can no longer be competitive in the market without digital support. Investagon has proven to be an essential tool for us – and we have already recommended it several times.”

Are you looking for a way to optimize your sales processes and provide your customers with appealing market data? Then arrange a no-obligation appointment with one of our experts and find out how Investagon can digitize your real estate sales.