**BACKGROUND** Please provide a brief overview of your company and your role. I serve as the Director of Growth Systems & Data at Realbricks. Summarize your company's mission in one sentence. Realbricks is an SEC-regulated platform for fractional real estate investing. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you engage Simform to achieve? - Develop our mobile application - Create our online platform - Build our backend database - Provide weekly improvements and maintenance **SOLUTION** How did you discover Simform? Through an online search on Clutch. Why did you choose Simform over other options? - Excellent ratings - Budget-friendly pricing - Cultural compatibility - Good value for the cost - Referral from someone - Alignment of company values How many Simform team members worked on this project? 6-10 employees. Please detail the scope of work and key deliverables. Simform acted as our full-cycle development partner, bringing the Realbricks platform to life on both mobile and web. Their responsibilities included frontend and backend development, API integrations, admin tool creation, and workflow automation, all tailored for an SEC-regulated financial investment platform. **Key Deliverables:** 1. **Mobile App Development (iOS & Android):** Simform designed, coded, tested, and launched the Realbricks mobile app for both platforms. It allows users to browse properties, invest in real estate shares, and manage their portfolios. Key functionalities include: - Comprehensive onboarding process: signup, identity verification, and account setup - Plaid integration for secure bank account linking - Investment transaction flow with confirmations and document access - Intuitive property discovery and investment tracking - Notifications for dividends, onboarding steps, and share acquisitions - Mobile-friendly external tool integrations for analytics 2. **Custom Admin Dashboard:** They created a secure internal admin platform to facilitate our operations team in managing users, properties, and transactions. Features include: - User management and investment visibility - Manual tools for issuing shares or resolving customer support issues - Controls for property uploads and visibility - Referral tracking and backend analytics - Admin-side integrations with our CMS and database 3. **API Integrations:** Simform managed essential third-party and internal API integrations, including: - Plaid for banking - CMS for marketing automation and lead tracking - SendGrid/SES for transactional emails - Custom cron job for synchronizing backend data with a CMS They also developed and maintained internal RESTful APIs and collaborated on external ones, adhering to Open API and Partner API standards as needed. 4. **Ongoing Feature Updates & Change Requests:** Over time, Simform assisted us with numerous incremental enhancements and change requests, such as: - Dynamic onboarding reminders and popup flows - Real-time property updates - Tracking implementations via external tools - Email verification logic fixes and UTM attribution tracking - UX improvements for both app and web platforms Simform successfully delivered a fully functional, SEC-compliant investment app with a scalable infrastructure and smooth user experience. They continue to support Realbricks with feature upgrades, integrations, and backend assistance, facilitating fractional real estate investment for individual investors. **RESULTS & FEEDBACK** What measurable outcomes from the project indicate progress or success? Simform’s contributions directly enabled Realbricks to launch and expand its SEC-regulated investment platform, resulting in both quantitative and qualitative improvements in user engagement, system reliability, and feature deployment. 1. **Successful Public Launch:** - iOS and Android apps launched on schedule - Comprehensive onboarding implemented (including identity verification, bank linking, and share purchasing) - Secure real-money transactions executed via app and website 2. **User Growth and Activation:** - Thousands of installs on both app stores within the initial months - Successfully onboarded users linked their bank accounts via Plaid, a key milestone - Users engaged actively, receiving notifications and updates on dividends 3. **Admin Efficiency & Automation:** - The internal admin portal decreased operational workload, enabling our team to: - Manage users and properties in real time - Automate lead integration with our CMS via cron job - Track referrals and manage bonus shares effortlessly 4. **Improved Tracking & Attribution:** - Comprehensive event tracking across web and mobile via external analytics tools - Accurate UTM attribution with enhanced conversion data flowing to marketing channels and CMS 5. **Rapid, Reliable Feature Deployment:** - Over 200 change requests completed within planned timelines - Shortened turnaround for critical bug fixes - QA processes ensured stable builds and consistent test coverage across devices. Simform guided Realbricks from concept to a fully operational fintech platform with real users, real transactions, and meaningful impact, all while establishing a strong technical framework for future growth. The above list only provides a glimpse of Simform's actual workload. They are a joy to work with and consistently meet our requests; they truly are an outstanding team. Describe their project management: Did they meet deadlines? How responsive were they to your requests? Simform has showcased remarkable project management throughout our partnership. We were assigned a dedicated project manager who was proactive, organized, and highly responsive to our changing needs. Our collaboration methods included: - Jira for sprint planning, change requests, and detailed task tracking - Slack for swift daily communication - Email for formal updates, summaries, and documentation - Video calls for regular check-ins, roadmap alignment, and in-depth technical discussions Deliverables were consistently completed on schedule, with clear visibility regarding timelines and progress. The team demonstrated a quick response rate—often replying within minutes—and was prompt to implement feedback or adjust priorities as needed. Their structured yet flexible approach has been vital in keeping us on track while developing and refining a complex fintech platform. What was your main method of communication with Simform? Virtual Meetings and Email or Messaging Apps. What impressed you the most or made Simform unique? What stood out about Simform was their unwavering commitment to adapt and tackle any challenges we presented. Regardless of shifting priorities, tight deadlines, or new technical demands, the team consistently provided effective solutions without any hesitation. Their professionalism and punctuality set a standard for excellence in every interaction, be it through Slack, email, or video calls. Finding a team that combines technical expertise with such ease of collaboration is rare. Are there areas for improvement or adjustments Simform could make? At this point, we have no significant areas for improvement to highlight. The Simform team has consistently demonstrated responsiveness, adaptability, and thoroughness at every stage of the project. **UPDATED REVIEW** This review was published on April 17, 2024. Executive, Realbricks Financial services Sheridan, Wyoming 11-50 employees August 2021 - Ongoing $50,000 to $199,999 **Project summary** Simform is assisting a financial firm in developing a customized web and mobile application intended to function as a real estate marketplace. Their responsibilities include third-party integrations, backend support, and QA testing. **Feedback summary** The project is ongoing, but the client anticipates launching their product shortly. Simform collaborates closely with the internal team, regularly checking in to ensure smooth alignment. Additionally, the team exhibits a commendable work ethic and is reliable in addressing issues. **BACKGROUND** Please tell us about your company and role. I’m an executive at Realbricks. What does your company do in a single sentence? Realbricks aims to make premium real estate investments accessible to everyone. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Simform to achieve? - Develop a seamless web platform for investors to purchase real estate shares - Create a Realbricks app for Apple and Google **SOLUTION** How did you come across Simform? Referral. Why did you choose Simform over others? - High ratings - Budget-appropriate pricing - Good organizational fit - Excellent value for the cost - Recommendation from a contact - Shared company values How many Simform team members were involved in this project? 6-10 employees. Please outline the scope of work and key deliverables. A new platform was developed to provide a premier real estate marketplace for investors to buy and sell property shares. Simform constructed our advanced web and app interfaces and provided backend support. With Simform leading third-party integration and compliance modifications, we achieved greater process efficiency. **RESULTS & FEEDBACK** What measurable outcomes indicate progress or success? We are on track to launch our product soon with minimal issues! **Describe their project management:** Did they meet deadlines? How did they respond to your requests? We discussed objectives and timelines during our morning meetings. Our team also assisted with testing to ensure a smooth development cycle. Some tasks took longer than anticipated, while others were completed quicker than expected. What was your primary communication method with Simform? Virtual Meetings. What impressed you the most about the company? Simform is genuinely invested in our success, offering insights to troubleshoot issues that arise during development. They willingly put in extra hours to meet deadlines, and the personal connections fostered a fun and enjoyable work environment! Thank you, Simform! Are there areas for improvement or adjustments Simform could make? In development, opportunities for enhancement always exist—using feature toggles for new code deployments could help reduce downtime on our staging and production environments. **STAR RATINGS** Overall rating: 5 Quality: 5 Cost: 4 Schedule: 5 Willingness to refer: 5 This review was published on April 16, 2024. CTO, Property Technology Firm Real estate Miami, Florida 1-10 employees June 2023 - Ongoing $50,000 to $199,999 **Project summary** A property technology company has engaged Simform to create a web and mobile application that connects with various APIs. **Feedback summary** The client is happy with the collaboration. By organizing work in sprints, Simform ensures a smooth development process. Furthermore, they respond quickly to client needs. The team's expertise in software development is particularly impressive. **BACKGROUND** Please describe your company and position. I am the CTO of a real estate company. What does your company do in one sentence? We are a proptech firm that democratizes real estate investing, offering primary and secondary offerings in compliance with SEC regulations. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Simform to achieve? - Build a web application - Develop smartphone apps **SOLUTION** How did you find Simform? Referral. Why did you select Simform over others? - High ratings - Budget-appropriate pricing - Good culture fit - Excellent value for the cost - Recommendation from a contact - Alignment of company values How many team members from Simform worked on this project? 6-10 employees. Please describe the work scope in detail, including key deliverables. The goal was to develop both a web application and mobile application connected to various APIs. **RESULTS & FEEDBACK** What measurable outcomes indicate progress or success? Product Development Milestones. **Describe their project management:** Did they meet deadlines? How did they respond to your requests? Simform uses a sprint management approach, effectively optimizing their project workflows and speeding up product development. Their teams prioritize tasks from a backlog to ensure concentrated progress on their projects. They consistently deliver on time and communicate well regarding our needs. What was your primary method of communication with Simform? Virtual Meetings and Email or Messaging Apps. What did you find most impressive or unique about this company? Their expertise in specialized areas of software development. Are there areas for improvement or adjustments Simform could make? None. **STAR RATINGS** Overall rating: 5 Quality: 4 Cost: 5 Schedule: 5 Willingness to refer: 5