5 Questions to Ask When Evaluating Deal Management Platforms

Navigating the Real Estate Deal Management Software Landscape

As the industry accelerates further into the future, more commercial real estate investment management firms are implementing deal management platforms to systemize processes, track data and communications, and gain real-time visibility into deal flow and historical data. For firms new to purpose-built real estate software, though, selecting the right deal management software can be confusing.

What Does the Ideal Deal Management Software Platform Look Like?

There are countless options available on the market, but each seeks to resolve the complexities of deal management in a unique way. Before embarking on your search to find the right deal management software solution for your firm, it’s crucial to understand how the software should fit into your investment process. Asking the right questions helps you understand how the platform streamlines day-to-day workflows, tracks data, and provides real-time visibility for everyone, including executives.

Download this guide to learn more about the questions you should ask to engage in a thorough deal management software evaluation.

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Related Resources for
Real Estate Investment Managers

E-book

Transactions in today’s market move quickly. To keep pace with competitors, deal teams can no longer rely on spreadsheet-based checklists, email workflows and other antiquated systems of record. In this e-book, you’ll learn why leading deal and transaction management teams have turned to cloud-based deal management tools to build efficiencies and collaborate in lockstep, from deal screening through due diligence.

E-book

Transactions in today’s market move quickly. To keep pace with competitors, deal teams can no longer rely on spreadsheet-based checklists, email workflows and other antiquated systems of record. In this e-book, you’ll learn why leading deal and transaction management teams have turned to cloud-based deal management tools to build efficiencies and collaborate in lockstep, from deal screening through due diligence.

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