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.
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.
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!
Aug 22, 202210:41 AM - edited Aug 31, 202210:55 AM
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Tracking Commercial Real Estate Properties
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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.
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.
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
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