- Help Center
- Broker Deals CRM
- Creating & Editing a Deal
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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 share deal updates with the team?
Why did we build this?
The deal pipeline is a collaborative place for brokers, real estate teams, and construction folks to view what new deals and ultimately executed leases are coming online within their portfolio.
What does it do?
The deal updates section allows folks to leave notes and status updates that will alert the entire deal team via email.
How do I use it?
In order to use it, first navigate to the deal page in which you’d like to leave an update: