We Help Commercial Real Estate Investors Raise Capital to Close Deals Before They Need It.
Trusted by 50+ Capital Raisers and Validated by Millions Raised over 9 Acquisitions
Transcript: Welcome to Smart Syndicator
Hey there, my name is Sarah and welcome to Smart Syndicator. Some people think AI talking is creepy but I personally think it's pretty cool. Here at Smart Syndicator we help real estate investors raise capital with our all-in-one marketing CRM and mastermind. We do this by taking proven systems, processes, templates and training and combining them with cutting edge technology.
We put all your marketing tools including your funnels, CRM, email and SMS campaigns, automations, and more, all under one roof. We help free you up so you can focus on more important things like building relationships with investors and finding deals, rather than manually posting on social media, coming up with newsletter content, fiddling with integrating multiple systems and other menial tasks. On top of that, we are the only syndication-specific CRM platform that also offers a weekly marketing and operations mastermind where you can network with and learn from other syndicators on the platform. We are an ecosystem built by syndicators for syndicators.
The possibilities are endless so don't wait. Book a call with us today to learn how Smart Syndicator can streamline and scale your business today.
Why Smart Syndicator?

Cutting Edge CRM & Investor Funnels
Leverage our simple but powerful All-In-One marketing platform to achieve omnipresence, and consolidate your tech stack. Built on GHL Architecture, Smart Syndicator is the Ferrari of Marketing CRMs for Capital Raisers.

Weekly Office Hours & Video Training
Raising capital is a team sport and it's important to have a community to lean on and access to subject matter experts to help you drive innovation in your marketing and operations.

Never-Ending Support
Our team is here to help you overcome technical challenges or implement new strategies on our platform. Email support, Weekly Tech Office Hours and One-on-One Zoom Support available in select plans. You are never alone with Smart Syndicator.

Proven Template Library
Why spend hours coming up with what to send out each month? We provide dozens of email, SMS, and automated workflow templates as a foundation to keep your investors educated and engaged so they are deployment ready for your next deal or fund.
What Others Are Saying
Transcript: Testimonial video 1 of 4
When you go to a conference, the QR code, we set up workflows where they scan that, it sends them a text message, it goes right into our workflow, it adds them to our database, into our contacts. Our VA takes it from there and builds a social media to build the campaigns that way, send out the emails, the text messages, everything's just automated. We got eBooks out there like they were talking about lead magnets. Brandon helped us set up a landing page on our website.
They're very good to work with. Anytime we have a problem, the chat, always they're available. If they can't do it, like Brandon said, on Thursdays they've got, he's having this hour up every Thursday to meet and take care of the problem. So the customer service is great and I can't say enough about it.
I'm on part of the mastermind every Tuesday morning at night, like he was saying. And he has some really good speakers on there. So just that alone, the mastermind, I've learned a lot. And it's definitely changed the course of our business on the automation side.
And we love using the program.
Transcript: Testimonial video 2 of 4
I'm Nick Hespinette. I've been doing multi-family real estate for about seven years. I have co-syndicated eight deals over that time, totaling a little over 1,300 units. My wife and I are also passively, I think, eight, nine other deals, about 1,500 units on those, and so also I'm a coach with one of the local mentorship programs, so it's actually nationwide, but it is based here in DFW.
I have text, email, and everything in one place. I think it's going to be nice. I'm still getting accustomed to it, whereas before we were using a texting platform to send text messages out, and then wasn't overly expensive, but fairly expensive. Then we'd shut it down when we didn't have something going on, and then turn it back on, and then we had a different email campaign system, which has gotten really expensive on a monthly basis for CRM sending out, and one of my biggest challenges and why I sought out Smart Syndicator is that I have, in the past, it was okay just to hit your investors up when you had a deal, but the markets changed.
Newer people are now coming in, sending out monthly or more frequent updates, and I needed to do that, and I think being able to come into Smart Syndicator and touch potential future investors with email and with text, and then see their response rate and interest level all in the same place is nice, and as I'm learning more, I'm getting to understand it more and more. That's a huge benefit of not having to write the content for each monthly newsletter, and that was something I was seeking out too, because writing is not my niche, not my strength, and so having something that can be put together, and then maybe we come in and personalize it some, I think is extremely valuable and helpful, that having these email or text templates that we can send out on a monthly or whatever level schedule we decide on. We set up, as Sunny and I set up, and then what we determined with Brandon's team. So in part of the mastermind, we're doing weekly calls, and they're great.
Brandon's brought in several different speakers on different levels of expertise, be marketing or social media, lending, so getting in there and talking, just getting some valuable information from industry leaders, and then Brandon leads, sometimes that are on the, what Smart Syndicator does, and how we're going to get information out for our investors or potential investors, and also something I touched on earlier, or didn't touch on, is one of the things is getting on social media and generating new leads. Not only keeping my current leads and people I have in my investor database warm, but also making new contacts and bringing in something you constantly need to be finding new people to invest, because your other people, many of them are going to tap out after one, two, three deals, especially as we're moving into a different market where properties are not selling over two years, so you're not having that capital come back into the system to reinvest. If we're doing longer holds, which it looks like the market, it's kind of cycled into that now, you're going to need new investors if you're looking at getting one, two, three deals a year. I think it's a great tool for somebody who's new to multifamily investing, just start getting out and getting information out, also raising capital, but even somebody who like myself has been doing this for seven years, a lot of stuff.
Brandon has systems set up within Smart Syndicator for notifying investors, or once you have a deal under contract, I've just reinvented the wheel every time, all eight of my deals, to sending and when to send the email campaigns. I've got Excel, two or three Excel spreadsheets on when to follow up with somebody. Here's my tab of who clicked on the prior emails, who I've called, what their interest level is, and I reinvent the wheel every time I do it, each new deal. Now I've got a system, Smart Syndicator created a system that will help us through the process.
Checkbox, we know he has some things to do, and then putting it in the funnel platform where we can see the people that have clicked, have we followed up with them. And again, kind of like with the marketing stuff earlier, it has the text and the email all combined to send me having to go to different logins and different platforms for my email campaign, for my text campaign, even phone calls. It's all consolidated in one login.
Transcript: Testimonial video 3 of 4
If you're raising capital, Smart Syndicator is the tool. It's the way to go. I use it for almost everything in my business. I text and email my clients, I post on social media, I sort my contacts and anybody I knew I meet at events, I use the tool to sort of automatically build them into my CRM.
It's been a game changer. I think that we have seen a lot of growth in using the tool, in hosting my website for free on the site, saving some money, in building out funnels so that I can draw people to my events and draw people to come into my contacts from certain demographics. And we've also gotten a ton, and I mean a ton out of the mastermind that Brandon put together. So, you know, ultimately, I feel like Brandon Wong and his team go the extra mile to make sure you're supportive, you're using the tool to the fullest.
And if you're serious about raising capital, it's a game changer. Last February, my team and I were able to raise over $10 million, and it was strictly due to the power of the Smart Syndicator ecosystem and tool, and Brandon and his team helping us through the process. Definitely a big fan, and you should sign up if you're serious about this stuff.
Transcript: Testimonial video 4 of 4
Our experience with Smart Syndicator has been awesome. And I think specifically this year, it's been significantly better because we've been more strategic about making sure we, we utilize Smart Syndicator as our main form for engaging with individuals. So that's helped in a couple of ways. One, it's helped with our, all of our emails are through there.
All of our social media posts are through there. So all of our initial contact with new investors have been through Smart Syndicator as well, along with engaging with our database. So we've started to find, take advantage of the resources that are already, that you already have. And we haven't even taken advantage of ones involving AI, which is our next goal.
But with that small change within the last six months, as you just heard, we were able to raise over $3 million through the platform. And we expect those numbers to be significantly higher next year. Once we really make sure we take advantage of everything that Smart Syndicator has to offer. But for now, it's going to allow us to hopefully close another deal at the end of this year, where we'll raise capital for either this offer for a multifamily offering, or maybe something in the alternative investments face.
The other kind of thing that we really like about Smart Syndicator is we're tinkerers, we like to know what's going on and we have ideas and thoughts. And Brandon, your Thursday open hour sessions have been really helpful where we've been there, we've asked questions, we've got feedback, been able to create new businesses on the platform in an hour when it would take us however many weeks, because we realize how helpful it is to have not just the CRM system, but people that are able to walk us through it to really get where we want to get to.
These testimonials reflect real experiences from Smart Syndicator users. Your results will depend on your own execution, deal pipeline, and investor engagement. We never guarantee or imply any specific amount of capital raised or closed deals.
FAQs
Is this GHL (GoHighLevel)?
Think of buying GHL like buying a brand new Ferrari but instead of getting the keys to the Ferrari, you get a pallet of parts and you have to learn how to assemble and tune it yourself. This can work well if this is your area of expertise.
With Smart Syndicator we roll out the red carpet, set you up, hand you your keys, and teach you how to drive it safely and effectively. Then you get to hang out with all the other Ferrari owners once a week.
Our platform leverages GHL's powerful marketing architecture however ALL of our templates and automations are specifically engineered and tested for raising capital. We cut months (possibly years) from your development cycle as our team has spent years carefully crafting the system to raise capital out of the box. Users have already raised capital with our method.
I have a spouse/partner, how would I get them on the platform?
Good news. If they are a spouse or single bona fide business partner, meaning they meet the following criteria:
- You are co-branding to build a business together.
- Formed a legal management entity and doing all your deals together.
- Don't care if they can see your investor database.
Your subscription includes one additional partner at no additional monthly subscription. Additional users or those that do not meet these criteria will need to purchase their own membership to Smart Syndicator.
What type of support can I expect?
We offer chat support via our internal support chat system from 9-5pm CST. We also provide a robust video training series via the S2 Academy and a help article and video library located in the support chat. Finally we have a weekly 1 hour group coaching call.
Do you offer marketing services beyond the CRM platform?
Through our sister company Smart Forge Media we also offer the following services:
- Build your pitch deck.
- Customize your email templates.
- Build & Customize your website.
- Run Facebook Ads.
- Do Brand Consulting.
- Hire, Train, and Manage S2 Competent Virtual Assistants.
We also provide white glove business consulting and marketing services on a 6 month basis that include biweekly one-on-one consulting calls to help you develop your marketing and/or operational systems.
How secure is your platform?
Security is important to us and here are some of the measures we take to protect your data:
Secure Cloud Storage: All data is stored and backed up on the Google Cloud Platform, encrypted at rest with bank level encryption (AES-256), and is behind 2-Factor Authentication to help prevent unauthorized access. Strong encryption makes it difficult for criminals to actually use sensitive data.
Strong Passwords: We use strong non-lingual passwords on all admin accounts and maintain up to date antivirus software and firewalls.
Non Disclosure: We will never reach out to your investors or share any of or your investor information without your written approval unless compelled to by a regulatory agency. This excludes pre-existing relationships or people that connect with us through channels outside of the Smart Syndicator Ecosystem.
Does this replace Syndication Pro or Cashflow Portal?
No, it does not. While there is a bit of feature overlap, these systems are an integral parts of your tech stack to keep track of deployed funds, send deal updates to those that have invested, securely handle documents and signatures, send and track distributions and more. These tools do a fantastic job of that.
Smart Syndicator is designed to help you funnel investors into these two platforms only when they are ready to deploy funds with you.
