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Commercial Real Estate & Property Management

Streamline interactions with tenants, managers, lenders, and owners, allowing you to manage investments rather than paperwork and data.

Areas We Cover

Office

Co-working & Flexible Space

Retail

Industrial

Most Popular Tools for Real Estate

  • Deal Tracking and Due Diligence

  • Real Estate Focused CRM

  • Property Snapshot Page (all documents, tasks, people, equipment, and inventory related to the property found in one place)

  • Vendor Management

  • Document Management and Automatic Document Generation

  • Asset and Property Management (Acquisitions/Dispositions Checklists, Quality Assurance Inspections, and Work Orders)

Features

Property and deal tracking

Proactive maintenance plans

Operational reporting by department

Checklist to mobilize people across different departments

Clear project assignment and accountability

Consistency in how and when inspections are carried out

Inspections scores by one or all properties

Multiple people working in concert towards a common goal

Phase-specific checklists for every process and project

Consistent instructions to support analyst staff

Automate key processes and repetitive mundane tasks

Pre-loaded Templates & Processes based on Industry Best Practices

For All Aspects of your Real Estate Business

ACQUISITIONS & DISPOSITIONS

  • COMP TRACKING
  • DEAL TRACKING
  • DUE DILIGENCE DESK
  • INVESTMENT THESIS TRACKING
  • LIST MANAGEMENT
  • PROPERTY DISPOSITION
  • PROPERTY MARKETING
  • PROPERTY ONBOARDING
  • PROPERTY PLAN
  • DEAL SOURCE REPORTING
  • SALES TRANSACTION MANAGEMENT
  • SITE SELECTION
  • TRANSACTION MANAGEMENT
  • UNDERWRITING STANDARDS

ASSET MANAGEMENT

  • APPROVALS
  • ASSET TRACKING
  • BUDGET PROCESS
  • CAPITAL PROJECTS
  • CONTRACT MANGEMENT
  • FUNDING / DISTRIBUTIONS
  • INVESTOR MANAGEMENT
  • KEY METRICS
  • LEASING GUIDELINES
  • OWNER REQUEST MANAGEMENT
  • PROPERTY PLAN
  • LEASING GUIDELINES
  • PROPERTY SNAPSHOT
  • STAKEHOLDER MANAGEMENT
  • SUSTAINABILITY PROGRAMS

CORPORATE OPERATIONS

  • ACKNOWLEDGEMENTS
  • APPROVALS
  • AUTHORITY LIMITS
  • BADGES & GAMIFICATION
  • BUDGET PROCESS
  • BUSINESS INTELLIGENCE
  • CRITICAL DATES
  • CYBER SECURITY AUDITS
  • DATA GOVERNANCE
  • HR HELPDESK
  • IT OPERATIONS
  • PERFORMANCE REVIEW
  • STRATEGIC PLANNING

DEVELOPMENT & CONSTRUCTION

  • BID MANAGEMENT
  • CONSTRUCTION PUNCHLIST
  • DRAWING REPOSITORY
  • DRAWING REVIEW
  • FINISH PACKAGES
  • INSURANCE CERTIFICATES
  • JOB CONTROL
  • LIEN RELEASES
  • PERMIT TRACKING ENTITLEMENTS
  • PROJECT MANAGEMENT
  • SPACE PLANNING
  • UNIT PRICE DATA

LEASING & MARKETING

  • ACTIVITY REPORTING
  • CAMPAIGN TRACKING
  • CONTENT MANAGEMENT
  • CRM
  • DYNAMIC PRICING
  • INVENTORY MANAGEMENT
  • LEASING ERROR REVIEW
  • LEASING PLAN
  • LEASING QA
  • LEASING REQUESTS
  • LIST BUILDING
  • LISTING SYNDICATION
  • MARKETING HELP DESK
  • OFFERS MANAGEMENT
  • TENANT ONBOARDING
  • WEB CONTENT QA

PROPERTY & FACILITY MANAGEMENT

  • CONTRACT MANAGEMENT
  • FLEET MANAGEMENT
  • FOOD SERVICE
  • INCIDENT REPORTING
  • PERMIT MANAGEMENT
  • PREVENTATIVE MAINTENANCE
  • PROPERTY INSPECTIONS
  • PROPERTY TRACKING
  • ROOM BOOKING
  • SECURITY POSTINGS
  • SPACE UTILIZATION
  • TENANT REQUESTS
  • VENDOR MANAGEMENT
  • WIFI MANAGEMENT
  • WORK ORDERS
  • WORKLOAD BALANCING
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