Client Profile
Rockpoint Group, L.L.C. is a real estate investment and management firm.

Business Need
Using Excel and other Office applications to track information and report to investors was difficult and time-consuming.  The firm recognized an opportunity to generate significant efficiencies by replacing paper mailings and other manual processes with a system for posting reports to a secure Web portal.

Solution
Rockpoint selected Dynamo™ Real Estate Edition (formerly PropertyDynamo™) and Dynamo™ Online Reporting, Netage’s CRM software and secure investor portal.  Because the two systems are seamlessly integrated, users can run a PropertyDynamo™ Mail Merge and instantly publish documents to the portal.

Results
Dynamo™ and Dynamo™ Online Reporting have become mission-critical to Rockpoint’s investor management and reporting process.  With the systems in place, the firm has been able to:

• More efficiently manage investor contacts
• Reduce the time needed to prepare and distribute quarterly reports
• Save thousands of dollars annually by minimizing costly paper mailings
• Eliminate labor-intensive processes, such as manually distributing reports and correspondence
• Reduce inbound requests, as LPs can access current and historical information online
• Recoup its initial investment within one year