I appreciate Agora Real Estate's customer service, especially Emily Rosuck. The software has many great features, and though it's hard to figure out how to use them, Emily has taught me very well. Also, the initial setup of Agora Real Estate was easy.

What we find most beneficial about Agora Real Estate is that it enables our clients to clearly visualize their investments with us and easily access the documents related to the funds they invest in. The development team also continues to improve existing features and build new ones that are useful for both our company and our clients. Agora’s data organization aligns well with the structure our company already uses for investor base control, which helps speed up our processes when uploading information. We also want to highlight how useful the option to import data in xlsx is, since other platforms either don’t offer this option or only accept CSV imports, which can be more time-consuming. In addition, we have a Customer Success Manager who is available when we need support and who has helped us throughout onboarding as well as during our ongoing usage. Because our company is focused on Real Estate Investing, the tool is especially useful for us. We can upload metrics and information related to the assets, and the fund offering tool and smart questionnaire are also very impressive. They help speed up the fund subscription process, particularly for funds with simpler documents to complete and sign. When uploading a collection of documents, the automation tool is also very helpful because we can upload documents in bulk and the platform identifies which client each document is related to. Overall, our company is very satisfied with the custom investment platform service we are able to offer our investors.

The onboarding process has been extremely efficient and helpful. Our relationship manager, Haim Gerchenovith, has been outstanding throughout the process. He was highly proactive and guided us through multiple sessions to ensure a seamless transition. As we began using the platform to manage investor updates, Haim did an excellent job getting us up to speed and thoroughly addressing all of our questions. He consistently responded very quickly and was always available to help when we needed to get materials out to an investor, which we greatly appreciated. The Agora UI is exceptionally easy to use. It is clean, intuitive, and thoughtfully designed. I use the platform multiple times a week, and navigation is always straightforward, workflows are logical, and key features are easy to find, which has made day to day use and team adoption seamless. It is also very easy to manage investor communications and view the platform from the investor’s perspective, which has been extremely helpful in ensuring a high quality investor experience.