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- Help Center
- Transaction Management
- Deal Stages
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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
What are Deal Stages?
What are Deal Stages?
Within the Transaction Management module, Occupier has built canned deal stages to help real estate teams manage their deal pipeline movement:
- Planning - The phase of a new deal includes making decisions about square footage requirements, costs, location, etc.
- Touring - This is where the fun starts! You get to start looking at spaces in-person or virtually to see if it meets your business needs.
- Negotiation - Congrats! You have found a space that meets your organization's needs. Now you can start negotiating the terms and conditions of the lease agreement with the landlord.
- LOI - The letter of intent (LOI) is a non-binding contract that is typically presented by the Tenant Rep Broker to the Landlord
- Legal - Now both legal parties will review the lease agreement.
- Build Out - The space is officially yours, now you can build it out for your needs. And tag your construction and facilities teams for support.
Read more here about: Navigating the Deal Process from Planning to LOI and Build Out.
Want to create custom deal stages that resonate most for your business? Learn how here.