Morgan Picks LLC is a real estate investment firm specializing in distressed properties. They were using Microsoft Excel to manage their Purchase, Eviction, and Rehab to Sale processes. After 2 years of growth, with 85 active properties and 400 properties in their portfolio, the Company outgrew the spreadsheet solution. Only one person could update any of the 6 spreadsheets at any one time. This became a major roadblock. In addition, the data in this format could not provide metrics reporting.
Simetra developed a SQL database and Microsoft Access Solution to manage their Purchase, Eviction, Rehab, Listing, Escrow, and Sale processes. Simetra used SQL Server to build the database and tables for the system. The data was imported from the spreadsheet system at final installation. The new system enables multiple users to access and query the portfolio at any point in time during the process and have the data delivered to them via Excel for analysis. In addition, Simetra used the Quickbooks SDK to link QuickBooks data with the Access database, allowing them to update each property's Financial data directly. Click for details