
Free
About
OakReach is a private investor-relationship tool for the staff of a single real estate investment firm. It keeps every conversation, commitment and contact in one place, so the people who look after investor relationships always have the full picture on their phone.
Start the day with what needs you
The home screen gathers the handful of things that actually need attention today — someone you promised to follow up, a relationship that has gone quiet, a note you left yourself — and lets you clear each one with a tap, or hand it to a colleague.
Find anyone in seconds
Search across every person, firm and conversation the team has recorded. Filter by relationship, sort the results, and open a full record without hunting through folders.
The whole history of a relationship
Each person and each firm carries its own timeline: calls, meetings, emails and notes, with who spoke to them and what was said. Corrections are added to the record rather than replacing it, so nothing is ever quietly lost.
Capture a conversation while it is fresh
Add a note straight after a call, by typing or by speaking it, and tag it with what it was about and what happens next.
Ask a question in plain language
Ask about the book the way you would ask a colleague, and get an answer with links to the records it came from.
Private by design
OakReach is an internal tool for one firm's staff. Sign-in is required, everyone signs in with their company account, and there is no public content, advertising or tracking of any kind.
Note: this app is intended for one specific real estate investment organization. The account provided for App Review contains entirely fictional sample data and does not represent any real person, firm or investment.
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What's New in OakReach
1.0
September 10, 2026



