Choose what to share
Choose the documents and recommendations your client can see, using the sharing controls in your workspace.
CLIENT COLLABORATIONKeep clients
Keep clients
in the conversation.
Give clients a focused view of selected options, documents and recommendations.
Explore the platform
ILLUSTRATIVE PROPERTY VIEWExplain the options
Bring recommendations and supporting documents together so the reasoning is easier to follow.
Carry the context forward
Give clients access to the project and portfolio information shared with them.
A client experience built around the next decision.
06 / FIELD NOTESA LITTLE PERSPECTIVE GOES A LONG WAY
The next
perspective.
Explore the journal 01
Commercial real estate CRM: from contact to opportunity
Connect accounts, contacts and follow-up in a CRM workflow that makes each commercial real estate opportunity easier to qualify.
02Off-market property research: from signal to shortlist
Research off-market property opportunities, document business signals and verify fit and availability before taking the next step.
03Deal-room document review: a practical workflow
Track document versions, check extracted terms, resolve questions and record approvals in a commercial real estate deal room.
Earth imagery creditsYOUR NEXT MOVE STARTS HEREYour next move.
Your next move.
Starts here.
Bring your relationships, information and decisions together.