Manage relationships, review deal documents and oversee your portfolio in one workspace.
Follow the workflow
ILLUSTRATIVE PROPERTY VIEWPrepare the next conversation with account details, contact history and opportunities in one place.
See who your team knows, what has been discussed and which action is due next.
Review deal documents alongside extracted terms, supporting sources and unanswered questions.
Organize documents by project so colleagues can find the materials behind a decision.
Give clients a focused view of selected options, documents and recommendations.
Choose the documents and recommendations your client can see, using the sharing controls in your workspace.
See properties, lease dates and recorded costs together to identify the next portfolio priority.
Compare each property with the wider portfolio to see which decisions need attention.
Follow a deal through a connected workflow. Select a stage to see what comes next.
Connect the account, contact history and current requirements.
Capture timing, location, requirements and unanswered questions.
Draft the next conversation with the evidence close at hand.
Bring relevant deal documents and source evidence together.
Check extracted terms, assumptions and open questions.
With Super Agent, run scenarios using confirmed inputs.
Choose which documents and recommendations to share.
Explain the options and their supporting evidence.
Use a shared view of the information under consideration.
Review properties in their wider portfolio context.
Keep critical dates and disclosed costs in view.
Connect the next asset decision to its relationship and deal history.
Start with the platform.
Add Super Agent for the users who need it.
per user / month
Your everyday workspace for relationships, deals, documents and portfolio oversight.
per upgraded user / month
Research potential property opportunities and compare renewal, relocation or consolidation.
USD · $398 per user / month with Super Agent · Before applicable tax.
Available sources and agent runs depend on connected providers, workspace permissions and usage limits.
Bring your relationships, information and decisions together.