Create multiple, investor-specific files or reports off of a single PDF document to tailor your file upload and management workflow.
Cash-on-cash, IRRs, multiples, and annualized metrics can be presented to your investors and calculated automatically.
This robust verification method protects against unauthorized access and data breaches, safeguarding user data.
E-Signature integration ensures that your signatures are safely handled and readily available when you need them most.
Sensr Portal's modern simple to use tools allow you to quickly manage investment ownership, capital accounts or any other investment parameter your business requires.
Our flexible, customized workflows and notifications help make sure everyone hits their deadlines. Easily coordinate actions between all your team members.
Sensr Portal's Bulk Upload tool is available for K1's or any other tax documents you have. Save hours in distributing sensitive documents.
Allows administrators to define the different roles and permissions entity owners have over documents and email.
Assign virtual tags to the list of owners associated with the entity that is related to the investment.
Send property updates with confidence ensuring users receive necessary information related to their invested entities.
Specify your preferred uploaded document timeframe for individual investment files, bulk investment file uploads, and statements.
Save time and organize files with clear entity filename conventions so users can easily identify the file name related to each entity.
