Open transactions automatically from expiration and notice dates, so renewals no longer depend on one person’s calendar.
Bring tasks, notes, activity, and email together, with multiple transaction managers collaborating on the same deal.
Ask questions in plain language, trace answers to their sources, and add findings to a dashboard or export them as a PDF report.
Export comparison tables and dashboard data to a spreadsheet for your next client conversation.
Integrate with Affinity, DealCloud, Salesforce, and your current sourcing workflows without replacing core systems.
Read expiration, notice, and option dates from abstracted leases, and automatically open a transaction when a configured date rule fires.
Link each deal to a client, assign one or more transaction managers, and apply a phase template with the tasks your team needs.
Keep tasks, notes, activity, and email in one workspace, with in-app and email notifications as the deal progresses.
Track your portfolio on dashboards, export comparison tables, and ask questions in plain language with answers linked to their sources.
Start with connected lease-date triggers, deal workflows, and portfolio reporting. We tailor the transaction rules, deal stages, approval steps, and integrations to your client requirements and existing systems.
Expiration and notice dates sit inside lease documents, so renewals often start when someone remembers to look. Teams then manage deals across email, spreadsheets, and calendars, while portfolio questions take days or weeks to answer. When a number is challenged, finding the supporting lease language takes even more time.
Shorter deal cycles.
Visibility into active transactions.
Less manual reporting.
Bring your transaction playbook, client reporting requirements, and system landscape. See how our solution accelerator can be configured for the way your team manages deals.
