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SPECIAL ADVERTORIAL SECTION
LENDERS & SERVICERS
OUTSOURCERS
FIELD SERVICES
ATTORNEYS
PORTFOLIOTRAX, LLC
6160 SUMMIT DRIVE N., SUITE 345, BROOKLYN CENTER, MN 55430 » 763.200.3966 » INFO@PORTFOLIOTRAX.COM
portfoliotrax.com
COMPANY DESCRIPTION:
KEY PERSONNEL
PortfolioTrax, LLC provides custom workflow technology and consulting solutions to
effectively manage construction, hazard claims and field services on multifamily, single family
and commercial real estate portfolios. The PortfolioTrax application is a tool that centralizes
communications and project management to create transparency in fieldwork with consistent
service deliverables. The software’s built-in workflow and customizable features make it easy to
monitor and track activity for large real estate portfolios.
»» Brian Michaelis, Chief Technology Officer
»» Ben Brunson, SVP of Business Development
»» Steve Hozie, Chief Financial Officer
»» Micheal Breese, Founder & Chairman
»» Tim Connors, Chairman of Operations
The web application enables global collaboration with cloud driven document sharing, task
tracking, timeline reporting, picture sharing, bid submission, invoice generation, and more. Realtime dashboard reporting provides quick insight into property information, photos and work
orders. As a centralized web application, PortfolioTrax increases productivity and streamlines
project management to improve portfolio performance and profitability.
REGULATORY COMPLIANCE
The PortfolioTrax application has built-in
controls to ensure that business processes are
transparent and meet industry compliance
standards. The system features a data-driven
operational ticker that provides compliance
alerts for each asset to notify users of any
compliance requirements. The compliance
settings help minimize error and mitigate risk.
KEY COMPLIANCE FEATURES BUILT INTO THE SYSTEM
INCLUDE:
COMPANY HISTORY
PortfolioTrax, LLC was developed in 2008 by
a real estate investor with a specific need for
an all-in-one technology solution that could
manage and scale large portfolios of complex
properties.
The technology solutions available at the
time were expensive and lacked options for
customization, vendor management, quality
controls and integration. Thus, PortfolioTrax
was developed from the ground up. The
application was built to manage a full suite
of unique property services with real-time
data feeds. The result had an immediate
impact on business, increasing efficiency,
time management and overall portfolio
performance. Since its initial release,
PortfolioTrax has been enhanced to include
more features and now provides the necessary
tools to manage services for residential and
commercial real estate including: renovation,
maintenance, preservation, environmental
remediation, hazard claims, property
management, vendor management, code
compliance and home warranties.
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Auto-generated smart scripts and forms
Document control and retention for audits
Timeline requirements
Set pricing based on investor guidelines
State and municipal registration and code
compliance
»» System restrictions on protected class loans
»» Contractor background checks, licensing
and insurance requirements
»» Claims licensing requirements by state
KEY FEATURES/BENEFITS
PORTFOLIOTRAX INCLUDES THE FOLLOWING TOOLS
AND SERVICES:
»» Built-in workflow
»» Drag and drop project scheduler
»» Drag and drop document and photo
manager
»» Built-in smart forums and templates
»» Automatic live email notification updates
»» Estimate builder
»» Bid generator
»» Material purchasing forms
»» Vendor network management
»» Real-time dashboard reporting and analytics
»» Geolocation technology with date and time
stamp
»» QuickBooks integration
»» Mobile App (iOS & Droid)
HOW IT IS DELIVERED:
»» Hosted on Amazon’s EC2 scalable cloud
hosting environment
»» Created from open source development
»» Integration via a fully functional API
WHAT SETS YOU APART FROM YOUR
COMPETITORS?
BUSINESS LINES, SERVICES, AND PRODUCTS
COLLABORATION TOOLS: Collaboration tools
PRODUCTS
allow users to notify and receive emails when
an activity is created or when a user posts to
a comment thread. Users can analyze data,
track work progress, communicate with teams
and view reports all from their mobile device.
»» PortfolioTrax web application
»» National vendor network
»» Work-flow management consulting services
SPECIALIZATIONS
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Construction
Hazard Claims
Property Preservation
Environmental Remediation Code
Compliance
»» Maintenance & Warranty
»» Custom Inspections
GEOGRAPHICAL SCOPE AND COVERAGE AREA
PortfolioTrax is utilized nationwide and is
accessible anywhere at anytime using our
mobile web application.
LIVE DASHBOARD REPORTING. The client portal
gives users greater insight over their assets
with features such as real-time reporting and
customizable dashboards.