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Propose creative report format from basic investment data

$2-8 USD / hour

Completed
Posted over 6 years ago

$2-8 USD / hour

We are a small investment company. We buy and sell real estate debt assets (mortgage notes). We co-invest with other families to grow our wealth. The report below is intended for those other families. We need to provide regular reports to those families with the status of the assets they invested in with us. Some of the content can be pulled automatically from our CRM (based in Zoho). Other content will need to be manually filled in. My request: * you to review the report below and propose a couple possible templates that show the data in an attractive and useful manner for the other families. Note that these assets are on real estate homes so it would be possible to include pictures of the assets as well in the format. ++++++++++++ Typical Report Content ++++++++++++++++++++ * Content that can be pulled from CRM is underlined * Each asset has four sections 1.) Loan: Type of loan and purchase date/price 2.) Financials: this is info on the payment status on the debt. For some, the borrower is paying (performing loan). On these, the financials section would show how much has been received from the borrower. For others, the borrower is delinquent (non-performing loan). On these, the financials section would show how much has been paid in fees to lawyers and others to manage the asset back to performing or to workout a plan with the borrower 3.) Status: much of this section will need to be filled in manually. Someone familiar with the business will need to summarize the status of the asset and explain high level status 4.) Exit Strategies: for each asset purchased, there are usually several ways we can recover our initial investment plus make a profit. This section can be pulled from the CRM since our team fills in a location in the CRM with the exit strategies.
Project ID: 14602957

About the project

6 proposals
Remote project
Active 7 yrs ago

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$6 USD in 5 days
4.3 (9 reviews)
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$5 USD in 40 days
4.7 (82 reviews)
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6 freelancers are bidding on average $5 USD/hour for this job
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Hey, I have gone through your project details on this report but its not clear enough. Can you please elaborate the topic a little more? Please feel free to contact me if you would like to see samples or if you have any questions regarding the turnaround time. I will assure the highest level of professionalism along with a plagiarism free high-quality paper. Looking forward to hearing from you. Regards,
$5 USD in 40 days
4.8 (19 reviews)
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Hi, I'm interested in working on this project. Please, consider sending a message so that we can discuss the project details exclusively. Thank you
$5 USD in 40 days
4.8 (26 reviews)
4.5
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Hi, I am experienced creative writer. I shall deliver you stellar quality creative report from basic investment data Please contact me
$5 USD in 40 days
3.8 (9 reviews)
3.9
3.9
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Hello Sir, This is kzsohel. I am an extremely detail orientated individual to follow the instructions. I can perform this job. I am also working in a financial institution. Please give me chance to show my potentiality. Please consider me to face an interview. Thanks
$2 USD in 40 days
5.0 (4 reviews)
0.0
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About the client

Flag of UNITED STATES
Folsom, United States
5.0
8
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Member since Jun 18, 2017

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