Real Estate Deal Management Accelerator

An Extensible Pipeline Solution Built on Salesforce

The Fortimize Real Estate Deal Management Accelerator is a pre-built solution for deal makers and their teams, designed to manage pipeline data, deadlines, and tasks. Developed by former real estate executives and powered by Salesforce, this solution enables data transparency, facilitates cross-departmental collaboration, and integrates smoothly with third-party applications. Its quick and seamless implementation process ensures that you allocate more time to nurturing relationships and expediting deal flow.

Key Benefits

Enable dealmakers to collaborate on acquisition, disposition, and financing efforts with configurable features and self-service reports and dashboards.

Seamlessly capture communication with capital partners, brokers, owners, legal personnel, and guarantors with the industry’s most powerful CRM.

Create custom actions for each opportunity deal stage, automating task assignment to enhance accountability and meet deadlines.

Tailor approvals based on deal amounts, create notifications for onthe-go deal approvals, and designate delegated approvers.

Save weeks of development time by leveraging our out-of-the-box accelerator, reducing costs and build time by 35-45% and eliminating additional PropTech licenses. Request a demo today and customize this solution to suit your organization’s needs.

Resources

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Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service

Explore DaaS + Real Estate in-depth. Get insights from our eBook!

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