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- Real Estate Investment Tracker
- Get started
Get Real Estate Investment Tracker running in four steps.
Prepare a focused pilot of investment instruction and property cash flow review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Real Estate Investment Tracker. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Real Estate Investment Tracker in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account, then use Proto to configure Real Estate Investment Tracker. Identify the organization that will own the pilot and the people who will prepare, review and audit its records.
Prepare the first operating cycle
Collect an organization code, currency and time zone; a team member roster; an eligible counterparty; and a representative instruction with supporting documents. Bring one dated property cash flow entry with its amount and forecast scenario. Choose a provider response that includes acknowledgement and execution evidence for reconciliation.
Review before release
Have the Operations Analyst prepare the request and an Independent Finance Reviewer assess its current revision. Check the property snapshot separately. Reconcile the provider reference, event and operation receipt, including one uncertain outcome. Verify that the Auditor can read the resulting trail and that access stays within the intended organization. Implementation lays out the pilot sequence.
Set up Real Estate Investment Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.