How RE Cost Seg built a client portal that cut onboarding time to minutes

90+

net promoter score

100%

document visibility

About

RE Cost Seg is a real estate tax savings firm that helps property owners increase cash flow through cost segregation studies.

Industry

real estate

USE CASES

  • client portal
  • client management
  • document management

Integrations

"Our onboarding time is really important. We want to move people very quickly through the engineering cycle."

Melanie Baldridge
Chief Executive Officer, RE Cost Seg

The Challenge

RE Cost Seg is a fast-growing firm specializing in cost segregation services, helping real estate owners accelerate tax savings and improve cash flow. Building on Melanie Baldridge's background in accounting, the company set out to modernize a traditionally manual process with a more efficient, tech-driven approach.

The challenge for RE Cost Seg was twofold: managing a large number of engineering reports efficiently and facilitating smooth interactions between clients and the reporting engineers in a rapidly growing business environment.

To top it all off, Melanie was trying to start and scale this new venture, and didn’t have a lot of time. RE Cost Seg needed a simple, customizable and easy to use solution, that integrated with their Airtable base, and that they could get started with ASAP.

"We send clients the onboarding instructions, with a link to access their portal, then they are able to see everything we're doing, and just drop their files in."

Melanie Baldridge
Chief Executive Officer, RE Cost Seg

The Solution

Melanie integrated their existing Airtable base with Noloco to create a seamless file request system, streamlining RE Cost Seg’s operational processes in a matter of days. Noloco’s easy-to-use interface builder allowed Melanie to build an app that streamlined her sales team's processes and controlled the full customer journey, while keeping their data in sync with their existing Airtable base.

Clients

As soon as a new client signs a contract, they are sent the onboarding instructions along with a link to access their Noloco portal. The portal allows clients to easily upload all of the documents required by the engineers by dragging and dropping them into their account. The portal also allows clients to track the progress of their reports as they move through different phases of the process.

Sales Reps

When a client signs up, the sales team can monitor their progress from the portal. The app uses a combination of Kanban boards to track prospective clients and tables to quickly search the client database. This view gives the sales team a 360 overview of all prospective clients, and what stage they are at in the signup process.

It also allows the sales reps to quickly mark whether the client has accepted the proposal, scheduled a meeting and whether it’s been sent for eSignature (all of which happen automatically).

"We're able to onboard people very quickly and easily. The second they get that link, they're dropping all their documents, and filling in their information. Now I have everything and it's all tagged, rather than sending me an email with 20 attachments and having to sort through and organize them myself."

Melanie Baldridge
Chief Executive Officer, RE Cost Seg

The Results

For Melanie and her team, the benefits of adopting Noloco in RE Cost Seg from day 1 have been clear. It has allowed them to provide:

  • Efficient Client Onboarding: Noloco accelerated the client onboarding process, significantly improving client satisfaction, maintaining high NPS of >90.
  • Enhanced Document Management: Noloco simplified the categorization and handling of client documents, saving time and reducing administrative burdens.
  • Business Growth: Their app supported the evolution of RE Cost Seg from a niche business to a major player in the real estate cost segregation sector.
  • Client Overview: Noloco gave clients and the sales team a transparent and user-friendly portal for tracking the progress of their reports.
  • Improved Sales Process: The sales team can quickly identify, track, and manage prospective clients, and progress them to the next stage in the process. Melanie plans to extend the use of Noloco at RE Cost Seg, considering it for new functionalities like client intake and affiliate management, proving that Noloco not only accelerates your business growth but also grows with your business.

"Clients can track their reports' progress through the cycle. You could, if you really wanted to, watch your report move through all the different phases all the way from invoice to delivery."

Melanie Baldridge
Chief Executive Officer, RE Cost Seg

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