Esotech Develops New Custom CRM for Private Real Estate Lender Automating Lending and Reporting Processes

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Esotech has developed a custom CRM for Capital Financial Partners, a private real lender, automating their loan portfolio management and reporting.

Esotech has developed a new custom CRM for private real estate lender Capital Financial Partners based in Boston, Mass., and Coral Springs, Fla.

The new system automates the company's reporting and loan portfolio management resulting in significant time savings and better reporting for the company's management team and investors. The new CRM also has logins for borrowers and investors to review their loans in real time.

Borrowers can review the payment schedules and histories and contact the company for loan information directly from the CRM. Investors can review their entire loan portfolio and payment histories as well as future cash flow projections. The company can also use the system to create a prospectus for new real estate investments for new investors.

About Esotech
Esotech is a Miami based software development company with offices in Orange County California. Esotech develops custom CRM systems, e-commerce implementations, custom websites, and also provides digital marketing services. The company's digital marketing services include social media campaigns and community management, PPC/SEM advertising, RTB (Real Time Bidding) campaigns, and SEO services.

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Bill Grunau
Esotech
+1 (786) 522-9803
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Bill Grunau
Esotech
786-522-9803
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@esotech
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Esotech
since: 05/2010
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