CRE Emerge - Automate, Integrate & Dominate

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There are many tech solutions for commercial real estate agents today. Attend this session to learn how to effectively utilize the right tools throughout the entire brokerage continuum to build an efficient system for your CRE practice. Open your eyes to tech solutions that will help you build and maintain a database of accurate prospects, automate your proposal presentations, and integrate all of your marketing and branding efforts. Technology covered will be CRM’s, Data Providers, Analysis Tools, Marketing Platforms, Listing Portals, and Transaction Management Services.

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CRE Emerge - Automate, Integrate & Dominate

  1. 1. Welcome to CRE Emerge! Automate, Integrate, & Dominate:Introduction to Technology in the CRE World Brendan Erickson Vice President, REI Wise berickson@reiwise.com 949.734.4191Automate | Integrate | DominateWith the Best CRE Technology
  2. 2. Today’s Objective Introduction to the Best Tools Available To CRE Brokers, Owners & Professionals Disclaimer: The following introductions to each company are opinions only. Please visit eachcompany’s website to learn more information and view terms and conditions of use. Automate | Integrate | Dominate With the Best CRE Technology
  3. 3. Brokerage Activities Within the Continuum Average Brokers Are Stuck in the Dugout The Brokerage ContinuumProspecting Financial Exclusive Marketing Internet Transaction Successful Clients Analysis Proposal Package & Tools Marketing Management Closing Dollars $$ Automate | Integrate | Dominate With the Best CRE Technology
  4. 4. Danger Signs You are In the Dugout 1. Not Making the Amount of Prospecting Calls/Contacts Necessary 2. Spend More Time on CPU than on the Phone or in Meetings 4. Panicked & Rushed by Multi-Tasking Prospecting / Marketing / Closing Deals 5. Low Dollars per Hour Ratio $10/Hr Work Vs. $300/Hr WorkNo Business Plan and/or No System to ExecuteAutomate | Integrate | DominateWith the Best CRE Technology
  5. 5. Technology Makes YOU More EfficientAutomating Your Business From Propose to Close Effectively Allocate More of Your Time To What You Do BestProspecting Financial Exclusive Advertising & Internet Transaction Closing& Brokering Analysis Proposal Marketing Marketing Management Dollars Automate | Integrate | Dominate With the Best CRE Technology
  6. 6. Tool 1. Selecting A DatabaseContact / Deal / Project ManagementREA – www.go.rea.comACT! – www.act.comRealhound Live – www.realhound.comREThink (SalesForce) – www.rethinkapp.comAPTO (SalesForce) – www.aptotude.comClientLook – www.clientlook.comTen Eight – www.teneightapp.comBroker Savant – www.brokersavant.com Automate | Integrate | Dominate With the Best CRE Technology
  7. 7. Tool 2. Filling Your Database Data ProvidersFarms (properties, owners)DataQuick – www.dataquick.comRealQuest (CoreLogic) – www.realquest.comProspectNow! – www.prospectnow.comDeals (comparables, agents, players)Costar– www.costar.comLoopNet – www.loopnet.comMLS & CIE’s – contact local Assoc. of RealtorsReal Capital Analytics – www.rcanalytics.comXceligent– www.xceligent.com Automate | Integrate | Dominate With the Best CRE Technology
  8. 8. Tool 2. Filling Your Database Data ProvidersUnique & Product SpecificNew Dirt – www.newdirt.comThe Retail Planet – www.theretailplanet.comSite to Do Business – www.stdb.comDigging Deeper (owner / business searches)Merlin – www.merlindata.comLexisNexis – www.lexisnexis.com Automate | Integrate | Dominate With the Best CRE Technology
  9. 9. Tool 3. Analysis PlatformUnderwriting Brokerage OpportunitiesDIY (Excel) – Create Yourself, Ask Trusted BrokerLseMod (Excel) – www.lsemod.complanEASe (Excel) – www.planease.comInvest It – www.investitpro.comCRE Model – www.cremodel.comArgus – www.argussoftware.comREI Wise – www.reiwise.com Automate | Integrate | Dominate With the Best CRE Technology
  10. 10. Tool 4. Proposal Platform Presenting & Winning ExclusivesDIY (Office Suite, InDesign) – Create TemplateOut Source to Service ProviderHire Within; Create a TeamBroker Proprietary SystemsREI Wise – www.reiwise.com Automate | Integrate | Dominate With the Best CRE Technology
  11. 11. Tool 5. Design Platform Creating Marketing MaterialsPrint Material (Fliers, OM’s) DIY (Office, InDesign) – Create Yourself CIE’s – Contact Local Associations LoopNet ProTools – www.loopnet.com Mind Matrix – www.mindmatrix.net REI Wise – www.reiwise.comIndividual Property WebsitesREI Wise – www.reiwise.comLoopNet Pro Tools– www.loopnet.comMind Matrix – www.mindmatrix.net Automate | Integrate | Dominate With the Best CRE Technology
  12. 12. Tool 6. Distribution Platform Knocking on InboxesEmail TemplatesDIY (Office, InDesign) – Create YourselfREI Wise – www.reiwise.comMind Matrix – www.mindmatrix.netEmail Templates w/ CRE DatabaseLoopNet ProTools – www.loopnet.comProperty Blast – www.propertyblast.comPropertyline – www.propertyline.comReal Capital Markets – www.rcm1.com Automate | Integrate | Dominate With the Best CRE Technology
  13. 13. Tool 7. Website Creation Your Online IdentityBrokerage / Company WebsitesCRE Grow – www.cregrow.comOutsourceProperty Display Feeds On Website Loopnet “List Link”– www.loopnet.com REI Wise Listing Service – www.reiwise.com Automate | Integrate | Dominate With the Best CRE Technology
  14. 14. Tool 7. Exposure Platforms Collecting EyeballsMass Exposure Listing Portals Local MLS & CIE’s – Contact REALTOR® Assoc.LoopNet – www.loopnet.comShowcase (Costar)– www.showcase.comPropertyline – www.propertyline.com Rofo – www.rofo.com Commercial IQ (Catylist) – www.commercialiq.com CommercialSource – www.commercialsource.com 42 Floors – www.commercialsource.com Automate | Integrate | Dominate With the Best CRE Technology
  15. 15. Tool 8. Exclusive Networks Collecting the Right EyeballsREI Wise Sales Network – NAI ISGAutomate | Integrate | DominateWith the Best CRE Technology
  16. 16. Tool 9. Transaction ManagementDue Diligence & Contract Maintenance DIY – Email, Fax, Mail Hard CopiesLimited FunctionalityDropbox – www.dropbox.comClient Look – www.clientlook.comREThink – www.rethinkapp.comExtended Functionality REI Wise – www.reiwise.com Real Capital Analytics – www.rca1.com Automate | Integrate | Dominate With the Best CRE Technology
  17. 17. PowerBroker – From Propose to Close Automate | Integrate | Dominate With the Best CRE Technology
  18. 18. Compare & Contrast Up to Five Leases For Both Owner Or Tenant RepAutomate | Integrate | DominateWith the Best CRE Technology
  19. 19. Run a 20 Year Financial Analysis for Any Investment Property Type or SizeAutomate | Integrate | DominateWith the Best CRE Technology
  20. 20. Create Comparative Lease ReportsChoose Up to Five Lease Spaces – Tenant or Owner Rep Automate | Integrate | Dominate With the Best CRE Technology
  21. 21. Automatically Integrate Each Analysis Into a Property-Specific Website Automate | Integrate | Dominate With the Best CRE Technology
  22. 22. Distribute Your Listing With An E-BlastAutomatically Formatted and Directed To Your Website Automate | Integrate | Dominate With the Best CRE Technology
  23. 23. Organize & Manage with an Online Deal Room Store & Distribute All Due Diligence, Marketing & ContractsAutomate | Integrate | DominateWith the Best CRE Technology
  24. 24. Security Levels For Each Document & Participant Track for logons, viewed documents, and virtual sign offs Automate | Integrate | Dominate With the Best CRE Technology
  25. 25. Technology Today & in the FutureDesktop Vs. Cloud Mobile is Here to Stay – Get Out of the OfficeIntegration & Functionality Excel as a Conduit – CSV data transfer API & XML Coding – Cloud Based Phone / Tablet ApplicationsTechnology Will Only Improve Broker to Broker to Client to Service Provider Automate | Integrate | Dominate With the Best CRE Technology
  26. 26. The Most Important Tool: You Working Hard & Getting BetterYou: ProActive Activities Maintaining Database (Phone, Address, Emails) Prospecting (Phone, Mail, Email, Meetings, Events) Retention (Market Knowledge, Branding) Personal Growth (Coaching, Continued Education) CCIM Institute – www.ccim.com The Massimo Group – www.massimogroup.com Top Dogs – www.tdogs.com The Lipsey Company – www.lipseyco.com Automate | Integrate | Dominate With the Best CRE Technology

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