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Pipeline Overview (Lightning)

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SummaryApto has a robust pipeline that allows you to track a Property and its related Parties (eg, Companies and Contacts) through the stages of a deal. Apto defines these as four separate stages, whereby a deal and its information is “converted” from one stage to another.
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The 4 Pipeline Stages:

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1. Pitch

This is the first stage of a deal, where a party is interested in the Property or Space. Here, the Broker is beginning to gather information and discuss with the Prospect. This is sometimes referred to as a Proposal or Pursuit.

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
  • Won vs. Loss ratios

2. Listing

At this stage, the listing for our Property is active. This is sometimes referred to as an Assignment or Active Deal. 

Some of the benefits include:

  • The ability to track critical dates associated with a listing
    • Rep Agreement Expiration Date
    • The Tenant's need date (move in 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
  • Track showings
  • If Tenant's Needs are being tracked, the ability to match likely Tenants with available Spaces
  • Closed vs. Dead ratios

3. Project

Here, the deal has progressed along and an offer is on the table. The deal will soon be under contract or pending a closed lease or sale. This stage is sometimes referred to as Escrow or Pending Deal.

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, Tenants and Landlords

4. Comp

This is the final stage of the pipeline, where the deal is a Closed Lease or Sale.

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

Up next, select your brokerage focus: 
Investment Sales Pipeline (Lightning)
Tenant Rep Pipeline (Lightning)
Landlord Rep Pipeline (Lightning)

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