This commercial real estate site visit planning template is ideal for brokers of all types, whether you're an individual real estate broker planning your first site visit with a client, or a managing broker with a team of brokers juggling the needs of multiple clients in the midst of a city-wide, even nation-wide, search for the perfect space.
With this commercial real estate site visit planner, you can manage the entire process in one place. If you're tenant representative, or representing the buyer of an investment property, use the “Properties” table to keep track of all the commercial properties - whether offices, retail locations, industrial sites, or multi-family apartment buildings - that you think your clients may be interested in. And use the “Contacts” table to keep track of all the landlord, developer, and landlord representatives associated with each property. If you're the landlord representative, use the “Properties” table to keep track of your listings, as well as relevant comps and current tenant leases. And use the “Contacts” table to keep track of all the brokers, and tenants, interested in your property.
Unlike other real estate software, this commercial real estate site visit planning template, modeled after the workflows actual real estate professionals, is flexible so you can work exactly the way you want. Use the Gallery view to show off each listing to your client and prioritize the different commercial properties together. Then use filters to zero in on a particular site, or set of sites, that your client is interested in. And use the Kanban view to track which properties you've seen, and which are still on your to do list.