From Questions to Solutions: Why a Reliable Tech Platform Partner is a Win-Win
CalTier Realty Fund discusses the value of having a responsive, reliable tech platform partner and why their team loves working with WealthBlock.
Video Transcript
Matt Belcher: You know, there's nothing. I mean, we've communicated with your tech team about a number of things. What I like about it is they come back and they go, "Ahhhh, yeah, we have questions." And then like a week later, they go, "You know what? We sat down, we talked about it. Where should we like that suggestion? "And then a week later and said that, I'm not saying they're going to do that about everything, but they literally put that in the next release. And that I we've probably had three things right now, a user flow back-end configuration for us and look and feel where we've suggested it. We've gone back and forth about the how's and why's, and then it just appeared in the like we've done it, we've done it for you. We've made it happen. You know, across everybody. I mean, that's, that's that's a pretty unique situation to be in with a platform partner.
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WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Hilary Mathis
Director of Marketing, FarmFundr