Seller Rep Workflow Process (Investment Sales)

Last Updated: May 10, 2016 03:33PM CDT
1. Create the Company by going to the Company tab and click the 'New' Button. Fill in the required information and click save.
2. Create a Contact
  • Click on the New Contact button
  • Contacts allows you to classify CRE Professionals in your database
3. Create a Property
  • Make sure to fill in Property Type, Subtype, Address, City, State, Market, Submarket, Property Class, Year Built, Gross SF, and Rentable SF fields.
4. Create a Space
  • Scroll down to the Spaces related list and click on the New Space/Unit button.
5. Click on the Deal Pipeline tab, click the + Symbol
6. Create the Proposal
  • The Proposal allows you to track the Broker's proposal to represent the Seller in a Sales Transaction.
  • Seller Rep
    • The Deal Expectations section is used for what the Seller expects
    • The Pipeline Projects Section is what the Broker Expects
      • Make sure to populate:
        • Price (total)
        • Price (per SF/Unit/Acre)
        • Gross Commissions ($)
        • Close Date
        • Click Save
        • Click 'View in Deal Tracker' button.
7. Click on Next Stage (Listing), and click Yes.
  • Click on the + sign in the Listing Section
  • Whisper Price is pricing and information the Broker is telling Potential this week
  • Click Save
  • Click View in Deal Tracker
8. Click on Next Stage (Offer)
  • Click on the + sign in the Offer Details Section and fill in the Offer info
  • Click 'View in Deal Tracker' button
  • Click on the Circle Arrow Symbol next to Offer Created to make a Counter Offer if needed
  • Click the Check Symbol next to Offer to accept the offer
  • Click on the right sidebar to add any Notes if needed
9. Click on Next Stage (Closing)
  • Click on the + sign to create a Closing and fill in relevant information
  • Click 'View in Deal Tracker' button
  • Click on 'Next Stage' to bring it to Closed
10. Click on View Comp
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