Run your entire commercial real estate business in one place with this comprehensive commercial real estate transaction management template. This template is the perfect real estate project management system, whether you're new to the business and walking buildings, well-established and need help managing all the deals in your pipeline, or expanding your office and looking for a tool to collaborate with your growing team and your transaction manager.
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With this commercial real estate transaction management template, you can manage the entire transaction process. Use the Contacts and Interactions tables to manage your relationships with clients, attorneys, advisors, partners, and other CRE professionals. Use the Properties table to keep track of all your listings, and all the properties your clients are interested in. Use the Transactions table to manage your entire deal checklist so nothing falls through the cracks. With the attachment field, you can also use this template as your document storage solution as well. And finally, with all your properties in one place, you could even use this template as a single source of truth for lease administration.
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Unlike other transaction management software, this template, inspired by the workflows of actual commercial real estate professionals, is flexible enough so you can work exactly the way that you want to work. With different views, you can zero in on just what matters to you. Share properties with your clients with the gallery view. Or filter out extraneous fields to focus on key players in a deal, or important dates, or deal documents that need an e-signature. No matter what part of the deal process, this transaction management template is flexible enough to do the job.