The all-in-one real estate platform. Multi-brand developments, investor CRM, co-investment tracking and advisor tools — unified in one system.
Investor records, unit ledgers, distributions and advisor tools — often spread across spreadsheets, disconnected tools and multiple brands. ESTATIA was built to solve exactly that.
Legal documents, contribution history and contact details live in disconnected files, making audits slow and errors easy.
Without a single ledger, developers struggle to reconcile rental income against what's actually owed to each investor.
A group with several development brands ends up running separate spreadsheets and folders for each one instead of a single shared system.
Verifying investor identity and processing paperwork by hand slows down onboarding and increases the risk of costly mistakes.
ESTATIA covers the full lifecycle of a real estate group's operations — from an advisor showing a development to an investor tracking their monthly distribution.
An advisor dashboard showcasing every brand and development in the portfolio, with quick access to floor plans, documents, location maps, 3D tours and each project's public site.
Detailed investor and company profiles with legal identity verification, onboarding status and platform access controls, all in one record.
Track units purchased per project, contribution dates and price per share, so every investor's stake is always accurate.
Automatic distribution history tied to rental income, plus a controlled withdrawal window and a full request-to-deposit audit trail.
Share real-time construction updates with advisors and investors as each development moves forward.
Commission tracking for the sales and advisor network, alongside shared manuals, FAQs and a company directory.
Manage project pages and news directly, keeping every brand's public site in sync with what advisors and investors see.
Invoicing, disbursement management and full financial reporting across every project and investor account.
Official ID data (such as Mexico's CURP) is validated automatically during onboarding, so investor records are accurate and compliant from day one.
Toggle active status, onboarding completion and platform access independently for every investor record.
Units, account status, onboarding and platform access are all visible at a glance from an investor's profile.
Investors can request withdrawals only during a defined window each month, with request and deposit dates tracked automatically.
Advisors browse every brand and its featured developments from a single home screen, with quick links to plans, documents, location and the live site.
ESTATIA is a complete real estate operating system — not a generic CRM with a few property fields bolted on. From a prospective investor's first inquiry to their monthly distribution deposit, every step is tracked, documented and reportable, across every brand in the group.
ESTATIA wasn't designed in a vacuum — it was built and refined tracking live developments, real investor portfolios and monthly distributions. It solves real operational problems, so you see the value from day one, not after months of customisation.
Investor ledgers, unit tracking, distributions and withdrawals — one platform replaces the patchwork of spreadsheets most developers run their investor relations on.
One system covers every brand and every development in the group, without a separate tool per project.
Legal identity verification and clear account summaries give investors confidence in every transaction.
Every rental deposit is logged against the right project and investor automatically, so month-end reconciliation isn't a scramble.
A defined monthly window and a full audit trail of requests and deposits keep cash flow predictable for both the developer and the investor.
Floor plans, documents, location maps and 3D tours are one click away from every featured development.
Structured onboarding steps and status tracking mean investors move from signed to active without lost paperwork.
Advisors get commission tracking, manuals and FAQs in the same dashboard they use every day.
Every brand, workflow and access rule is configured around your organization — not the other way around.
We start by understanding your group's structure — brands, developments, advisor network and investor workflows — then configure the system to match, not the other way around.
We map your group's brands, developments, advisor network and workflows, then configure the system to match.
Existing records — investors, companies, units, contracts and contribution history — are migrated into the platform. You don't start from zero.
Full role-by-role training, delivered on-site or remotely — advisors, administrators and finance each get hands-on sessions tailored to their role.
Your team goes live with the system fully set up, data in place and everyone trained. We stay close during the first weeks to make sure everything runs smoothly.
After go-live, your group is covered by an ongoing support plan — reach your support team directly through the system, no ticketing queues.
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