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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How do I associate comps per deal?
In order to add comps to a deal, first start by adding a new comp. There are two ways to add a new comp into Broker Deals CRM.
How do I create a new comp?
Option 1 for creating new comps:
Step 1: Navigate to the “comps” tab on the left hand panel.
Step 2: Click on the “new comp” button on the top right.
Option 2 for creating new comps:
Step 1: Click into a deal page.
Step 2: Scroll down and click on “comps” in the navigation bar.
Step: 3: Each option above will lead you to the comps form to fill out critical comp details.
How to add a comp to a deal?
From the comps tab, click on the three dots to the right of any comp and add it to the appropriate deal.