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Investment Sales Pipeline

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Summary
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A Purchase or Sale Transaction has many facets and stages. In order to provide teams and firms the ability to track these complex transactions, Apto has developed a pipeline tracking tool that will provide oversight to deals being pitched, marketed, managed and closed. Furthermore, activity, tasks, offers, parties involved, potential commission and variety of other components will be tracked throughout the process.

The pipeline consists of 4 objects which feed into each other as a deal progresses.


 

Proposals

A Proposal is an opportunity to pitch or submit a proposal for business. Proposals are useful for brokerages that engage in higher volume activity that need to maintain visibility on these potential deals, track the related parties, and keep up with the deal status.

Some of the benefits include:

  • The ability to track critical dates associated with a proposal
  • Forecasting income based on proposals for individuals, teams and the entire firm
  • Defined process workflows to help automate redundant tasks, communication and events associated with a proposal
  • Historical information regarding Seller Price Expectations vs. Brokers Proposed Price
  • Won vs Loss ratios

Listings

Listings are used to track details of a listing, including showings, offers, activity histories, and historical changes.

Some of the benefits include:

  • The ability to track critical dates associated with a listing
    • Rep Agreement Expiration Date
    • Call for Offers Date
  • Visibility into forecasted income-based on listings for individuals, teams and the entire firm
  • Defined process workflows to help automate redundant tasks, communication and events associated with a listing
  • Generate Activity reports for team, management and client
  • Generate Offer reports for team, management and client
  • If Buyer's Needs are being tracked, the ability to match likely buyers with the listing
  • Historical information regarding offers, marketing activity and interested parties
  • Closed vs Dead ratios

Projects

Projects are used for tracking deals in contract and the milestones associated with them. User will be able to maintain visibility to those contacts involved in the deal, manage their escrows, and maintain a complete picture of their projects. Additionally, a Project Calendar exists for high volume teams that prefer a day-by-day view of what milestones are due.

Some of the benefits include:

  • The ability to track milestones and display them on the milestone Gantt Chart
  • Visibility into forecasted income-based on projects for individuals, teams and the entire firm
  • Defined process workflows to help automate redundant tasks, communication and events associated with projects
  • Tracking of all the parties involved in a project including but not limited to: Attorneys, Vendors, Lenders, Brokers, Buyers and Sellers
 

Comps

Comps are used to track historical lease and sale transaction information for both deals completed in-house and by others in the market. These can be your brokerages comparables or market comparables to assist with market intel and pricing in the future.

Some of the benefits include:

  • Visibility into income-based on completed deals for individuals, teams and the entire firm
  • Defined process workflows to help automate redundant tasks, communication and events associated with a closed deal
  • Extrapolating market trends based on completed deals
  • Understanding what parties were involved with specific transactions
 
 Next: Working with Proposals

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