Generate tour books using the research and collateral already assembled for the survey.
Carry shortlist selections and comments into preparation so brokers know what needs closer attention.
Review routes and drive times alongside the agenda before committing the client’s day.
Give every broker a branded presentation, with human review before it reaches the client.
Integrate with Affinity, DealCloud, Salesforce, and your current sourcing workflows without replacing core systems.
Clients shortlist properties and comment directly in your digital survey. See their preferences in real time, without waiting for a follow-up call.
Build the tour book from the shortlist, carrying forward building details, suite information, floor plans, and photos without assembling another presentation.
Create an itinerary with drive times and a tour agenda. Review the sequence against confirmed appointments, and approve property information before sharing.
Deliver a branded, tablet-ready tour book with the itinerary and property information together. Export to PDF when the assignment calls for it.
Start with connected shortlisting, tour book generation, and routing. We tailor the workflow, templates, and integrations to your team’s needs and existing systems.
The client agrees on a shortlist, and the production work starts again. Teams copy property pages into a new deck, reconcile suite details, assemble floor plans, and map the stops. A late change sends the book back for another revision. That work takes time away from confirming availability, coordinating access, and preparing the questions each visit needs to answer.
Less time producing surveys and tour books.
Of client shortlist selections and feedback captured in real time.
More mandates handled per broker.
Start with a proven workflow foundation. Tailor the property fields, presentation templates, approval steps, and system connections to how your team operates.
