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Help Content
System Introduction
Olympus RE Software is a comprehensive tool designed to simplify process management in real estate. From client management to project creation, tracking, and evaluation, the system offers a seamless and intuitive experience. Its main goal is to optimize productivity and ensure that all operations are carried out efficiently and in an organized manner.
It features a 100% local database (not on external servers or the cloud), guaranteeing the absolute security of stored information.
Main Functionalities
The system consists of seven fundamental modules:
1. Clients: Manage all information related to your clients in one place.
○ Register new clients with personal, business, and social data.
○ Update information such as addresses, social media profiles, and important notes.
○ Record follow-ups carried out and scheduled for each client using personalized strategies. This feature is a powerful tool for reviewing a client’s history and ensuring you are informed of every detail before interacting with them.
2. Project Manager: Organize and control projects linked to specific clients.
○ With each project representing the client’s intent to buy or sell, define goals, requirements, and details such as location, number of rooms, and expected ROI.
○ Create property analyses for each project, monitor and compare economic indicators (Net Operating Income (NOI), Cap Rate, Cash Flow, ROI, etc.), adjust as needed, and choose the property that best aligns with the project's objectives.
○ Understand and manage a project's lifecycle using predefined statuses:
In Process: A project is in this status when the property analysis has not yet been selected to best align with the project's goals. While the project is in this status, all associated property analyses are also in "In Process," as no final selection has been made.
Approved: A project is in this status when a property analysis has been selected as the one that best aligns with the project's goals. Once the project reaches this status, the associated property analysis is also considered "Approved," as it has been determined to meet the project's objectives.
Executed: A project is in this status when it has been fully completed in practice. While there may be many projects in the "Approved" status, an "Executed" project means that the planned actions have been carried out, and the project has been successfully implemented.
○ Assign analyses of pre-existing properties in the Farming module to projects to save time and improve efficiency.
3. Farming: Record property analyses in various areas of interest and monitor the performance of key financial indicators for future decision-making.
○ Create detailed property analyses, including essential metrics.
○ Identify areas with real estate potential to develop effective and informed farming strategies.
○ Assign analyses directly to relevant projects.
4. Contacts: Manage all information related to your contacts in one place.
○ Register new contacts with personal, business, and social data.
○ Update information such as addresses, social media profiles, and important notes.
○ Attach documents related to each contact for quick access.
5 Reports This section provides access to all the system's reports, conveniently organized into four categories:
Projects, Clients, Contacts, and Personal Earnings.
Each category is designed to offer detailed insights and data to help users manage and analyze their business efficiently.
Projects:
Active Projects by Client
Executed Projects by Client
Property Analysis Relation by Project
Property Analysis Details
Clients:
Client Summary
Client Summary with Active Projects
Clients by City
Clients by Categories
Client Follow-up Records
Contacts:
Contact Summary
Contacts by City
Contacts by Categories
Personal Earnings:
User’s commissions and earnings for each executed transaction or project
With this module, users can easily generate, review, and export key reports to support decision-making and ensure complete visibility of their operations.
All reports are structured to deliver actionable insights tailored to the user’s business need.
6. Library : Attach and organize more than 10 documents for easy access, such as contracts, regulations, standards, and other important resources
The Library Module is designed to provide users with a convenient space to upload and store important documents that can be accessed at any time. This module is perfect for organizing and keeping essential resources readily available, ensuring smooth and efficient operations.
Upload and manage general contracts, guidelines, and other essential documents.
Create a centralized repository for quick access to frequently used files.
Keep all critical information organized and secure in one place.
Access uploaded files directly from the system whenever needed.
This module streamlines document management, saving time and ensuring that vital information is always at the user’s fingertips.
7. Setting :This Module provides users with full control over the system's configuration. Available in the Full version, this module includes several categories designed to customize, manage, and maintain the software according to the user’s needs.
Categories Overview:
User Profile:
Update personal information, including name, email, phone, and address.
Important: The user’s name, email, and phone number will appear in the footer of every generated report.
Change username and password.
View the current software license validity and register a new license.
System Formulas:
Review the system’s default formulas and their definitions, including:
ROI (Return on Investment)
Net Profit
Investment Cost
Initial Investment
Net Operating Income (NOI)
Effective Gross Income (EGI)
Operating Expenses (OE)
Cash Flow
Cap Rate
Cash on Cash (CoC)
Adjust formulas for ROI, Net Profit, and Investment Cost to suit personal interpretations.
Note: Any changes made will impact past, present, and future calculations across all related reports.
Update HPI Information (House Price Index):
Import updates provided by the technical support team regarding the latest House Price Index reported by the Federal Housing Administration (FHA).
The system includes the most recent official records of this indicator at installation.
Reset All Data:
Completely erase all stored data, including Contacts, Clients, Projects, Farming, and Property Analyses.
Effectively restart the system, ideal for transitioning from the Demo version to the Full version.
Caution: This action is irreversible and should be used carefully
Getting Started
To begin using Olympus RE Software, please ensure the system is registered and configured correctly. If you are new to the platform, visit the System Flowchart section to understand the overall workflow, including how clients, projects, property analyses, and farming modules interact.