6 Best Real Estate Software for Investors

• Vacancy check: For real estate investors and wholesalers targeting vacant properties, this feature automatically cross-references a user’s records against multiple databases (including the USPS). This allows you to know which listings are vacant or occupied.
• Click-to-call: Real estate agents, investors, and their teams can call leads straight from the REISift dashboard.
• Smart filter: Use the REISift filter to narrow your search results based on variables like vacant and absentee. It also has several other filters, such as tax liens, code violations, and foreclosure.
• Integrations: REISift integrates with prominent real estate software platforms, including Launch Control, smrtPhone, Smarter Contact, Aircall, Calltools, ReadyMode, Zapier, and REIRail.

REISift garnered a high customer review rating of 4.6 out of 5 for its valuable features tailored for real estate investors, integrations, and customer relationship manager (CRM). Users also commended its training and onboarding, saying that REISift helped them better understand the software’s data and functionalities to increase their productivity and find better deals.

One dissatisfied user complained that there was nobody to call or speak with to address specific queries. She also mentioned that there are several tutorial videos, but they don’t exactly match the dashboard’s look—making it more difficult to navigate the platform. If you need extensive customer support—from email to phone and live chat—we recommend DocuSign and Stessa.

• Real estate AI assistant: Alma, a cutting-edge artificial intelligence (AI) assistant from Deal Machine, was created to help provide strategic guidance, insightful data on properties, and personalized recommendations for real estate investors.
• Marketing automation: Send customized direct mail marketing to property owners with automated follow-up.
• Street pic: Send postcards to homeowners with images of each property.
• Mail tracking: Determine whether your mail has been delivered with this feature. To further your search for the correct mailing address, returned mail will trigger your lead’s status to change to “return to sender” and stop mailing to that address.

Users of Deal Machine concur in numerous online reviews that the app simplifies the experience of driving for dollars. Users have also praised Deal Machine’s AI assistant, Alma, and mentioned how Deal Machine’s direct mail and instant property owner information have saved them time and helped them grow their businesses. With this, the software obtained an excellent rating of 4.8 out of 5.

The only persistently unfavorable comments were from several users having problems with the Android mobile app, saying that the driving for dollars feature of the app was glitchy and frequently crashed. Aside from these, Deal Machine doesn’t offer reporting and visualization tools, unlike REISift.

Carrot’s lead manager feature (Source: Carrot)

• Lead manager: Automatically collects and stores lead data from your capture forms, making it simpler to follow a lead’s progress throughout every stage of the customer journey.
• Integrations: Built-in integrations with various services, including Podio, Mailchimp, Aweber, and Zapier.
• SEO tools: Carrot provides a search engine optimization (SEO) tool that makes it simple to customize and optimize page titles, meta descriptions, and SEO titles.
• Analytics: Every Carrot website account has built-in analytics and tools that let you keep tabs on essential performance indicators. A guide or tutorial is also provided that explains what you should do next to get results.

Carrot has garnered a host of positive reviews from satisfied real estate investors. The platform’s conversion methodology helped many users attract, convert, and close deals and increase their profit margin. The platform received an overall customer review rating of 4.8 out of 5.

Several users wished for phone support to be available for the basic plans. In addition, Carrot doesn’t offer a free plan and lacks property analysis. If you require a detailed property analysis and a free version, we suggest Stessa.

Smarter Contact reporting sample (Source: Smarter Contact)

• Reporting: Provides a clear picture of how each campaign and message template is performing, helping you plan your future campaigns accordingly.
• Integrations: Smarter Contact integrates with significant apps and CRMs to automate your workflows, like Zapier, REISift, and HubSpot.
• Built-in CRM: Lets you streamline processes, strengthen customer relationships, and accelerate conversions.
• Mobile app: Answer texts and calls and experience synchronous conversations using its mobile and desktop apps.

Smarter Contact received an excellent customer review rating of 4.5 out of 5 thanks to its ease of use, unlimited SMS capabilities, and drip functions. Reviewers praise the software’s user-friendly interface, accurate skip tracing, and high deliverability.

Despite its high rating, a few reviewers noted its poor customer support and quite pricey plans. Another user also commented that he didn’t like that users can’t schedule campaigns on the lower plan. For software that features extensive customer support and affordable pricing, consider Stessa.

Stessa’s rental application management (Source: Stessa)

• Rental application: Easily generate applications and track their status with full credit reports and rental background checks.
• Tenant screening: Carries out thorough screening, which includes a background check and a full credit report, so you have all the information you require about your tenants. You can also include income verification and judgments and liens as additional screening factors.
• Unlimited free accounts: Stessa allows rental property owners to open unlimited free accounts per property or portfolio, making organizing and managing several properties easy. But note that Stessa limits unfunded accounts to a maximum of three.

Stessa has a 4.7 out of 5 customer review rating due to its capacity to store a great deal of data, numbers, and documents in a single location. The dashboard’s ease of use and user-friendliness have also been highlighted. Many reviewers also praised the software for being free and having an affordable subscription plan. One user commented that running reports using Stessa is a breeze and makes tax time extremely easy to manage.

However, Stessa received some negative reviews regarding its customer support. Another user also wished for Stessa to offer lease management so he can create and edit the leases on the app and tenants can e-sign the leases. If you are looking for an electronic signature software, try DocuSign.

DocuSign standards-based signature feature (Source: DocuSign)

• DocuSign Gen for Salesforce: Generate customized agreements automatically from Salesforce.
• DocuSign Insight: Uses artificial intelligence (AI) technologies, including machine learning, rules-based logic, and natural language processing, to help you identify, filter, and expedite reviewing agreements throughout your company.
• DocuSign Notary: Send, sign, and notarize remotely, saving you time and reducing expenses.
• Integrations: DocuSign integrates with 400-plus software, including Brokerage Engine, Inside Real Estate, and MoxiWorks.

Users appreciate DocuSign’s eSignature functionality and ease of use, giving it a 4.8 out of 5 rating in customer reviews. Many users also commended DocuSign Identify, which increases security and compliance by allowing teams to check clients’ identities before getting their signatures on contracts.

However, a few users criticized the pricing, claiming it is a bit costly, mainly if you deal with hundreds of documents. Another user commented that DocuSign occasionally experiences glitches, especially when adding new document templates for mailing. If you want an affordable solution with extensive features and e-signature solutions, we recommend Stessa.