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Deal Manager
Improve deal-making with powerful workflows
Deal Manager accelerates your entire leasing process with tailored automation, sophisticated deal metrics and real-time portfolio information.
Features
Close deals faster with intuitive workflows
Create deals quickly and generate proposals with our dynamic CRM. Manage real estate deals and approvals from anywhere using our mobile app. Stay on top of tasks, track communications and schedule tours with activity feeds. Save time by generating branded lease documents, track transactions and create LOIs with a connected deal management software.
Make stronger decisions with advanced reports
Ensure advantageous leases by comparing deal economics to budgets and prior leases automatically. Track key metrics with an extensive set of indicators, from NER to IFRS rent. Centralise listing agreements in one dashboard for comprehensive reporting, alerts, reminders and document management. View customisable pipeline reports and up-to-date client information.
Streamline operations with real-time insights
Access real-time tenant and lease data, including rent schedules, options, clauses and expenses. Increase productivity with interactive, printable stacking plans. Enable informed decisions with approval flows tied to deal metrics and economic comparisons. Get a 360-degree view of clients by tracking companies with multiple leases. Rely on seamless communication between deal management, construction and forecasting. Track deals, tours and activities from lead to execution for complete visibility.
Accelerate lease execution with automation
Slash legal costs and move deals to signature faster. The Legal module auto-generates error-free lease documents from your templates and clause libraries, routes them through transparent approval workflows and captures e-signatures in one secure workspace. Executed leases sync instantly to Yardi Voyager and alert lease admin, construction and property teams, so everyone stays aligned without extra clicks.
Resources
FAQ
Deal Manager is a comprehensive deal management solution designed with CRE landlords and brokers in mind. It streamlines the entire leasing process with advanced automation, sophisticated deal metrics, real-time portfolio information and an intuitive mobile app.
Deal Manager accelerates deal cycles by providing powerful workflows, intuitive deal entry and intelligent deal analysis. It also offers real-time pipeline visibility and instant collaboration, enabling users to track deals from initial lead to execution seamlessly.
Yes, Deal Manager is a browser-independent, mobile-friendly solution, empowering you to manage deals and approvals from anywhere. The mobile app allows you to enter and track deals, view property stacking plans, quickly and easily communicate with members of your leasing team and more.
Deal Manager has a variety of robust reporting capabilities. You can generate detailed deal metrics, budget comparisons and customisable pipeline reports. You can also leverage built-in reports that analyse current and historical net effective rent (NER) and internal rate of return (IRR) to understand performance over time by property, leasing agent, market and other characteristics.
Yes, Deal Manager integrates with Yardi Voyager and the full suite of Yardi asset management products for construction, forecast, or facilities management and more.
Key features include advanced deal workflows, real-time portfolio information, branded document generation, comprehensive stacking plans and customisable approval flows tied to deal metrics.