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- Help Center
- Broker Deals CRM
- Broker Digest emails
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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 does the Broker Digest help me?
The Broker Digest email helps your team stay up-to-date on client critical dates and events within the upcoming 12-month timeframe. It removes your team's need to set calendar notifications for important dates. Now, the Broker Digest email acts as an automated alert and summary so that your team stays in the loop regarding all of your client’s critical dates.