Section 1 of 18
Executive Overview
Two lanes around a shared deal core. Tenant side and landlord side meet at properties, contacts, deals, dates, and commissions.
Interactive modes
Two lanes around a shared deal core
System of record
| Relationships, contacts, companies | CRM |
| Pipelines, deals, opportunities | CRM |
| Tasks, workflows, follow-ups | CRM |
| Forms and marketing | CRM |
| Reporting and dashboards | CRM |
| Listing syndication & availability | CoStar / LoopNet / Crexi |
| Market comps & data | CoStar |
| Flyers & marketing packages | Buildout (or similar) |
| E-signature | DocuSign |
| Transaction compliance files | Dotloop / SkySlope / back office |
| Commission disbursement & trust | Brokerage back office |
| Accounting / books | QuickBooks |
| Calendars | Google or Outlook |
| Lease documents (full text) | DocuSign / storage; CRM stores link + key terms |
Firm snapshot (SAMPLE)
Brokers
14 (SAMPLE)
Active requirements
62 (SAMPLE)
Active listings
38 (SAMPLE)
Pipeline commission forecast
$4.2M (SAMPLE)
Closed commission YTD
$1.8M (SAMPLE)
Avg days to payment
47 (SAMPLE)
Legend
Module types
- CRM Module
- External Platform
- Human Task
- AI Assistant
- Data Record
Status colors
- Designed
- Built
- Configured
- Connected
- Tested
- Verified
- Requires External Integration
- Requires Custom Development
Arrow types
- Solid — automatic
- Dashed — manual
- Dotted — optional
Markers
- Legal ReviewJurisdiction-dependent
- System-of-record badge