Tracking Commercial Real Estate Properties

Develop, Build & Integrate Marketplace Apps
1

I am looking for a creative solution or integration that would allow me to track property information and link it to my deals, clients, and companies. For reference see Apto, Realnex, and Compstak as comparative software.

2

Hi @WillDaube,

Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @Josh @Bryantworks, do you have any thoughts on this?
Thanks!
Jess

3

Hi @JessicaH, did you find a solution regarding organizing your Buildings inventory?

4

Hey @WillDaube! (Thanks for the tag @JessicaH)

Have you looked into Custom Objects? I have several real estate clients that use a “Buildings” custom object to track these against deals, buyers, seller, etc.

If you don’t have access to that, I’ve got one client that lists building information as additional deal properties on the deal record so you can still relate a company and multiple contacts.

Hope this helps!

5

Hi @Bryantworks ,

I am also interested in creating a tool or list of approximatley 1000 properties with custom fields and linkable to a contact (owner). Do I need to have the Enterprise plan to utilize this particular setup with Custom Objects? I am a single person property broker and the Enterprise plan cost is out of reach for my budget.

6

Thanks for the suggestions. Is it possible to track all the previous owners of the house I want to rent? I just want to make sure there is no criminal record connected to it, and I will not have any issues with the police or anyone else.
I found out about this house through a real estate agency affiliate I follow on social media. Her reviews look reliable, and I decided to give https://www.lumina.com.ph/news-and-blogs/blogs/beginners-guide-to-real-estate-affiliate-marketing/ a try this time. The house looks really nice, and the price is good. This makes me suspicious.

7

Looking for a simple way to manage your commercial real estate and loans? Imagine having a tool that tracks property details and connects them with your deals, clients, and companies effortlessly. With options like Apto, Realnex, and Compstak, you can find a solution that streamlines your workflow and makes handling commercial loans a breeze!