How can SmartDox help your organization?

For more than 10 years, SmartDox has been used as a vital part of enterprise solutions built for investment real estate firms, government agencies, and other financial institutions. It continues to create significant cost savings and organizational efficiencies that have driven growth and revenue. With SmartDox and a few clicks of your mouse, we can save you time and typos, as well as help ensure consistent, accurate data for your entire organization.

This is how SmartDox helps:

  • Adoption: SmartDox is an add-in for your existing Excel and Word templates. There’s no learning curve, even for the less tech-savvy members of your team.
  • Auditability: Every time you sync your spreadsheet with your data source, SmartDox automatically saves the current version of your document as well.
  • Data: SmartDox eliminates the frustration of incomplete data by allowing you to set rules that require specific document fields to be complete before submission.
  • Reporting: SmartDox gives you the opportunity to pull cross-platform reports, always with the most up-to-date information.
  • Efficient: SmartDox eliminates hours spent re-keying information into multiple data sources. One tap of the mouse pulls data into the document where it’s needed.

The Features

Why SmartDox?

The ability to create and track data has increased exponentially over the last decade, but your ability to use that information has not. Many organizations are left with disparate data sources: spreadsheets and databases filled with information that’s difficult to access and use. Your staff is burdened with the tasks of hand-typing data, locating it later, rekeying it into other formats, and creating reports based off of it. Teams often must wait for overworked IT staff to extract data from various sources, just so they can make decisions and act. Traditional data management processes are time-intensive and costly, and in today’s competitive market you just can’t afford them.

That’s where SmartDox comes in. SmartDox makes data available and actionable for the average user by connecting data sources with documents that are used every day. It allows you to avoid keying and re-keying large amounts of information into different documents or databases, automates your repetitive processes, helps you build forms and streamline reporting, and saves you hours of work every week.

How It Works

SmartDox connects disparate data by allowing users to easily map Microsoft Excel and Word documents to their current databases, so information added in a spreadsheet will be automatically populated into the database, and vice versa.

This saves users from the headache of typing and re-typing information into different places—and eliminates data discrepancies. SmartDox also automatically saves each version of a document in the database, so if errors are introduced they can be located and removed.

Users may also streamline data collection from Salesforce or clients using SmartDox-enabled documents. They have the freedom to map cells in Excel or fields in Word to any location they choose—providing a robust form-builder for those who need it.

How It’s Used

  • Create forms, applications, and questionnaires that can automatically sync with a database
  • Build templates for reports that are needed on a reoccurring basis, and populate fields automatically
  • Pull historical data from your database for analysis and decision-making

Additional Resources

Our Suite of Solutions:

Click through to see our software solutions we have created


ProLinkHFA is a web-based software application that simplifies the complexities in providing affordable housing to qualified tenants across the nation. Our software captures all of your metrics and activities in origination, tax credit allocation, construction management, asset management, and compliance in one database. The only valuable data is actionable data. With ProLinkHFA, it’s easy to get information in and out of your database with speed, accuracy, and insight.

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ProLinkAIM is web-based software created to streamline all multifamily and mixed use asset management activities in a single database. This software solution offers complete Microsoft Excel and Word integration that seamlessly transfers data back and forth between your existing templates and the ProLink database. Easily access fund and investment performance, review occupancy, analyze risk, export general ledger entries, automate financial reporting, and develop relationship structures across all investments.

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When off-the-shelf products don’t work, ProLink Solutions will work with your business to deliver a customized solution specifically tailored to fit your needs. Each custom software project begins with the award winning ProLink platform to ensure reliability, minimize cost, and improve speed to the market for your next project. Our clients consistently realize productivity gains up to and in excess of 100% and we are confident your project will deliver similar results!

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Procorem – a secure portal technology that facilitates collaboration and communication for all involved parties.
SmartDox – an add-in for your existing Excel and Word templates.
ProLinkFHA – built to help with the complicated FHA lending process for multifamily & healthcare industries.
ProLinkCMO –  software to manage the intake and origination process for large commercial mortgages.
ProLinkHHF – an end-to-end software portal to manage all aspects of the Hardest Hit Fund.

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