Fortimize Real Estate

Real Estate solutions for the digital age

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Fund, buy and operate on the
Salesforce platform

Advanced PropTechs are taking over the real estate industry, and firms with technology-driven business strategies are gaining competitive advantages. However, it’s improving the personal interaction with your firm that still matters most. Investing in a technology platform focused on user experience, customer intel, data trust, and streamlined execution is ultimately an investment in your people, customers, and investors.

At Fortimize, our technology experts deeply understand the evolving real estate industry, and how to exponentially improve employee output and customer experience.

The Fortimize Advantage

  • Team of industry professionals experienced in buying, leasing, property management, marketing, investor relations and fundraising.
  • A phased, “crawl-walk-run” implementation approach provides framework for long-term growth
  • Thoughtful, scalable integrations with ERPs such as Yardi, MRI and RealPage
  • Real-estate specific accelerators designed for a quick-start on Salesforce
  • Proven change management strategy, focused on executive alignment, user adoption and technical governance
  • Solutions engineered for data integrity, scalability and future-proofing to maximize your Salesforce investment

Fortimize Capabilities


  • Investor and fundraising CRM
  • Investor relations
  • Branded investor portal
  • Document management
  • Investor onboarding


  • Pipeline management
  • Acquisitions, dispositions, refinances, recapitalizations
  • Broker and seller CRM
  • Due diligence checklists
  • LOI/Term sheet generations
  • Deal teams


  • Digital marketing
  • Lead to lease workflows
  • Inventory management
  • Property management
  • Service requests
  • Tenant portal for rent payment, service, security and communication

Understand – and predict – customer’s buying behavior

Designing a technology-centric journey from early prospect to loyal resident

A shift in technology strategy from asset-focused to customer-focused transformed this successful multi-family owners’ leasing and operations business and separated them from other high-profile Manhattan competitors.

Lifting the investment teams with a complete 360° view of capital relationships

A scalable solution for tracking investor information and activity, calculating performance and investment values, and monitoring customer’s investment criteria through a Salesforce CRM and investor portal.

Leveraging Experience Cloud for end-to-end management of student living

A robust leasing platform, scalable MRI integration, and an elegant self-service student portal gives ACC's staff and residence’s a seamless, Salesforce-backed leasing and living experience

Why Fortimize

What financial services companies care about now