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.

1. Welcome to CRE Emerge!
Automate, Integrate, & Dominate:
Introduction to Technology in the CRE World
Brendan Erickson
Vice President, REI Wise
berickson@reiwise.com
949.734.4191
Automate | Integrate | Dominate
With the Best CRE Technology

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 each
company’s website to learn more information and
view terms and conditions of use.
Automate | Integrate | Dominate
With the Best CRE Technology

3. Brokerage Activities Within the Continuum
Average Brokers Are Stuck in the Dugout
The Brokerage Continuum
Prospecting Financial Exclusive Marketing Internet Transaction Successful
Clients Analysis Proposal Package & Tools Marketing Management Closing
Dollars $$
Automate | Integrate | Dominate
With the Best CRE Technology

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 Work
No Business Plan and/or No System to Execute
Automate | Integrate | Dominate
With the Best CRE Technology

5. Technology Makes YOU More Efficient
Automating Your Business From Propose to Close
Effectively Allocate More of Your Time To What You Do Best
Prospecting Financial Exclusive Advertising & Internet Transaction Closing
& Brokering Analysis Proposal Marketing Marketing Management Dollars
Automate | Integrate | Dominate
With the Best CRE Technology

6. Tool 1. Selecting A Database
Contact / Deal / Project Management
REA – www.go.rea.com
ACT! – www.act.com
Realhound Live – www.realhound.com
REThink (SalesForce) – www.rethinkapp.com
APTO (SalesForce) – www.aptotude.com
ClientLook – www.clientlook.com
Ten Eight – www.teneightapp.com
Broker Savant – www.brokersavant.com
Automate | Integrate | Dominate
With the Best CRE Technology

7. Tool 2. Filling Your Database
Data Providers
Farms (properties, owners)
DataQuick – www.dataquick.com
RealQuest (CoreLogic) – www.realquest.com
ProspectNow! – www.prospectnow.com
Deals (comparables, agents, players)
Costar– www.costar.com
LoopNet – www.loopnet.com
MLS & CIE’s – contact local Assoc. of Realtors
Real Capital Analytics – www.rcanalytics.com
Xceligent– www.xceligent.com
Automate | Integrate | Dominate
With the Best CRE Technology

8. Tool 2. Filling Your Database
Data Providers
Unique & Product Specific
New Dirt – www.newdirt.com
The Retail Planet – www.theretailplanet.com
Site to Do Business – www.stdb.com
Digging Deeper (owner / business searches)
Merlin – www.merlindata.com
LexisNexis – www.lexisnexis.com
Automate | Integrate | Dominate
With the Best CRE Technology

9. Tool 3. Analysis Platform
Underwriting Brokerage Opportunities
DIY (Excel) – Create Yourself, Ask Trusted Broker
LseMod (Excel) – www.lsemod.com
planEASe (Excel) – www.planease.com
Invest It – www.investitpro.com
CRE Model – www.cremodel.com
Argus – www.argussoftware.com
REI Wise – www.reiwise.com
Automate | Integrate | Dominate
With the Best CRE Technology

10. Tool 4. Proposal Platform
Presenting & Winning Exclusives
DIY (Office Suite, InDesign) – Create Template
Out Source to Service Provider
Hire Within; Create a Team
Broker Proprietary Systems
REI Wise – www.reiwise.com
Automate | Integrate | Dominate
With the Best CRE Technology

11. Tool 5. Design Platform
Creating Marketing Materials
Print 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.com
Individual Property Websites
REI Wise – www.reiwise.com
LoopNet Pro Tools– www.loopnet.com
Mind Matrix – www.mindmatrix.net
Automate | Integrate | Dominate
With the Best CRE Technology

12. Tool 6. Distribution Platform
Knocking on Inboxes
Email Templates
DIY (Office, InDesign) – Create Yourself
REI Wise – www.reiwise.com
Mind Matrix – www.mindmatrix.net
Email Templates w/ CRE Database
LoopNet ProTools – www.loopnet.com
Property Blast – www.propertyblast.com
Propertyline – www.propertyline.com
Real Capital Markets – www.rcm1.com
Automate | Integrate | Dominate
With the Best CRE Technology

13. Tool 7. Website Creation
Your Online Identity
Brokerage / Company Websites
CRE Grow – www.cregrow.com
Outsource
Property 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. Tool 7. Exposure Platforms
Collecting Eyeballs
Mass Exposure Listing Portals
Local MLS & CIE’s – Contact REALTOR® Assoc.
LoopNet – www.loopnet.com
Showcase (Costar)– www.showcase.com
Propertyline – 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. Tool 8. Exclusive Networks
Collecting the Right Eyeballs
REI Wise Sales Network – NAI ISG
Automate | Integrate | Dominate
With the Best CRE Technology

16. Tool 9. Transaction Management
Due Diligence & Contract Maintenance
DIY – Email, Fax, Mail Hard Copies
Limited Functionality
Dropbox – www.dropbox.com
Client Look – www.clientlook.com
REThink – www.rethinkapp.com
Extended Functionality
REI Wise – www.reiwise.com
Real Capital Analytics – www.rca1.com
Automate | Integrate | Dominate
With the Best CRE Technology

17. PowerBroker – From Propose to Close
Automate | Integrate | Dominate
With the Best CRE Technology

18. Compare & Contrast Up to Five Leases
For Both Owner Or Tenant Rep
Automate | Integrate | Dominate
With the Best CRE Technology

19. Run a 20 Year Financial Analysis
for Any Investment Property Type or Size
Automate | Integrate | Dominate
With the Best CRE Technology

20. Create Comparative Lease Reports
Choose Up to Five Lease Spaces – Tenant or Owner Rep
Automate | Integrate | Dominate
With the Best CRE Technology

21. Automatically Integrate Each Analysis
Into a Property-Specific Website
Automate | Integrate | Dominate
With the Best CRE Technology

22. Distribute Your Listing With An E-Blast
Automatically Formatted and Directed To Your Website
Automate | Integrate | Dominate
With the Best CRE Technology

23. Organize & Manage with an Online Deal Room
Store & Distribute All Due Diligence, Marketing & Contracts
Automate | Integrate | Dominate
With the Best CRE Technology

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. Technology Today & in the Future
Desktop Vs. Cloud
Mobile is Here to Stay – Get Out of the Office
Integration & Functionality
Excel as a Conduit – CSV data transfer
API & XML Coding – Cloud Based
Phone / Tablet Applications
Technology Will Only Improve
Broker to Broker to Client to Service Provider
Automate | Integrate | Dominate
With the Best CRE Technology

26. The Most Important Tool: You
Working Hard & Getting Better
You: 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