SmartREI
Know a property's real return before you buy.
Real estate investment analysis and advisory platform.
- Client
- SmartREI
- Industry
- Real Estate / PropTech
- Region
- United States
- Engagement
- B2B & B2C · SaaS · Web app · investment analysis
SmartREI helps property investors see the real financial picture before they buy. Investors enter purchase price, renovation costs, rental income, taxes, and expenses, and the platform calculates ROI, cash flow, and total cost. It also connects investors with real estate professionals and books consultations, so advice arrives at the moment of the decision.
The problem we set out to solve.
Investors had no easy tool to analyze the finances of a property.
Real ROI was hard to calculate after renovation, taxes, and operating costs.
Professional advice was hard to reach during the decision itself.
Analysis lived in scattered spreadsheets, with no shared platform for investors and realtors.
What success needed to look like
- Give investors a real ROI number before they buy, not a spreadsheet guess.
- Replace scattered spreadsheets with one structured, repeatable analysis.
- Connect investors to a realtor at the exact moment they need advice.
- Give the business one platform to manage investors, realtors, and leads.
How we delivered it.
01
Diagnose
Looked at how investors were actually evaluating properties — scattered spreadsheets and manual research — and found where the analysis broke down.
02
Design
Designed the calculator's financial inputs (purchase price, renovation, rent, taxes, expenses) alongside the investor and realtor dashboard split.
03
Build
Built the React Vite frontend and AWS backend, including the ROI and cash-flow engine, connected to HubSpot for CRM and Calendly for consultation scheduling.
04
Launch
Shipped the platform with automated email notifications and CRM sync so every investor inquiry and lead is captured inside the system.
05
Run
Kept the platform running as a stable foundation, ready to extend with portfolio and analytics features next.
What we built.
We built a centralized web platform where investors enter property financials and get profitability metrics right away. The engine calculates ROI, cash flow, and total cost, and lets investors compare scenarios before they commit. Role-based dashboards serve both investors and realtors, and built-in scheduling connects the two for a consultation. CRM and calendar integrations keep every lead and booking in sync.
Tech stack
Integrations
- SendGrid (email)
- HubSpot (CRM)
- Calendly (scheduling)
- Google Calendar (sync)
A real estate investment decision is only as good as the numbers behind it — we replaced the spreadsheet with a platform that calculates the real return and connects investors to help.
