Team Features:
Deal Rooms and More
Whether you’re in a team or solo, we make deal organization simple and smart
A brief tour of a Deal Room
Without a dedicated tool, organizing deals is a messy process spread across many emails, folders, and cloud storage programs.
Keep all your deals organized and accessible
Deal Rooms
Most people in CRE have a maze on their computer made of layers of folders of deals. Keeping everything straight is it’s own job, not to mention the mess that comes from sharing deals.
Deal Rooms pave over these issues. They provide you with a shared space of interactive folders that have built-in categorization.
It’s easy to categorize deals and folders by property type, stage/state, and anything else you want. You can then use smart placement to automatically sort deals into the folder they belong. When you need to pull up deals, just search by name or filter by any of the categories.
An example:
Add a deal categorized as “multifamily” and “underwriting”.
Use smart placement to sort this into it’s matching folder.
Later, as the deal progresses, change “underwriting” to “due diligence” / ”offer sent” / ”action required” / etc.
And so on, using smart placement to sort the deal into the appropriate folders.
These deals are accessible by everyone in the Deal Room (controlled by admins).
Entire deals shared cleanly
Deal Room - Deals
Normally, unless your file names are VERY long, there isn’t much detail you can see about a deal until you open it’s entire file.
The deals inside Deal Rooms make it much easier to scan your portfolio. You can have an image and up to 4 metrics for each deal that are visible while looking through Deal Room folders.
Inside each deal, you can include as many values from Excel as you want and any of the Property Research AI reports. Anyone in the Deal Room can open these up, and anyone with the correct room permissions (controlled by admins) can pull down the entire deal into Excel to see it in full. No more needing to email underwritings to each other.
For third parties, admins can share limited access to specific deals or even the entire Deal Room.
When it comes time to compare your deals against each other, the Comparison Table makes it easy to see as many of them side-by-side as you want.
Keep your team’s materials up-to-date
Coordinate
Most teams value having a unified approach. One of the cornerstones of this is everyone using the same model and presentation(s).
Deal Rooms allow you to share admin-approved versions of both of these documents, making it easy to keep everyone on the same page.
This goes hand-in-hand with seeing deals from the deal room with the most up-to-date version of your model, It also enables all members of the team to make use of the Presentation Builder to easily create finished presentations, using the team-approved slide deck(s).
Summary: Team Features
The Problem:
What you need:
Our Solution:
Keeping property files and team documents organized is very manual without a specialized tool. Storing the deal files leads to increasing messiness as more are added to the archives and portfolio.
Sharing deals is also rather clunky with needing to email files to others and then having mailboxes full of past deals that aren’t exactly organized.
A storage system that can hold your important documents that is easily organizable and navigable. Ideally, centralized and shared.
Deal Rooms - another step in our effort to centralize everything important for multifamily underwriting into a single window.
These spaces can store deals, models, and presentation templates that can be shared with your team and even third parties, as needed. Deals and folders can be categorized in several ways, which are used to organize and find deals.
Browsing deals is also much more intelligent with the use of category filters and thanks to being able to have an image and a few return metrics visible, without needing to open them up.
Get these features now
Related Features
Deal Reports - Property Research
Shared Underwriting - Document Processing
Shared Template - Presentation Builder