Platform · CRM
A pipeline that knows what the buildings are worth
Generic CRMs store names. This one keeps mandates, owners, tenants and lenders attached to live property records — so the pipeline revalues itself.
01
Deals against real assets
Every opportunity is linked to the property record it concerns, with its current BOV on it.
02
Owner and tenant relationships
Who you have spoken to, about which asset, and what has changed at that asset since.
03
Triggers that create calls
Debt maturing, hold period crossing, value moving — the pipeline tells you who to ring today.
04
Firm memory, not personal notebooks
When a broker leaves, the coverage history stays with the firm.
05
Works with what you run
Import from your existing CRM; keep it in sync or replace it once the team has voted with its feet.