The document describes a platform that can streamline business operations by modernizing legacy systems with mobile capabilities. It allows managing multiple types of assets and properties with customizable attributes. Users can track notes, activities, documents, valuations, and workflows. Property owners receive notifications to review and approve data updates, and statements of value can be generated.

2. Platform to streamline business operations
Modernize legacy systems with mobile capabilities

3. 3One platform,
Multiple use cases

4. 4
Designed to manage assets and properties

5. Manage all properties and their fully-customizable attributes

6. Manage notes and activities related to an asset

7. Track different attributes

8. Manage documents related to any asset. Search in documents.

9. Upload new documents

10. Track past annual valuation updates and those in progress

11. Kickoff new valuation process for current year

12. Fully-customizable workflow to kickoff annual data updates

13. Property/Asset owners receive update notifications

14. Click on the link to access a form to update data

15. Review updated data and approve update

16. Generate statements of value for policy writing

17.
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