Integrated Deal Management System for Commercial Real Estate Operations

The client, a growing commercial real estate brokerage, faces difficulties in manually tracking and managing a high volume of deals, related payments, and commissions. Existing processes are error-prone, inefficient, and hinder operational transparency, necessitating a digital solution to simplify deal registration, search, and payment processing workflows.

A mid-sized commercial real estate brokerage firm managing multiple property deals, transactions, and agent activities, seeking to streamline deal registration, payment tracking, and commission calculations.

• Develop a comprehensive web-based platform to facilitate efficient registration, editing, archiving, importing, and exporting of real estate deals.
• Implement advanced search and filtering capabilities, including asset class, deal type, region, size, date, tenant, property name, and price per square foot, with saved filter settings for efficiency.
• Enable multiple modes of deal visualization, including list and map views, with export functionalities such as PDF reports.
• Automate commission and receivable calculations, and support payment processing based on deal metrics.
• Create an agent and user management system with role-based access control, including user profiles and permission settings.
• Build modules for storing deal metadata, party details, lease/sale info, billing data, and agent splits, with status marking options ('accept', 'dead', 'contingent').
• Streamline deal status changes, payment processing, and archiving to improve operational accuracy and transparency.
• Deliver a scalable, secure, and user-friendly system to support ongoing deal volume growth and facilitate informed decision-making.

• Deal registration and editing for sales and leases, including property details, parties, and deal specifics.
• Search and filtering across multiple criteria with saved filter configurations.
• List and map views for deals, with export options (PDF, CSV).
• Commission and receivables calculation modules based on deal parameters.
• Payment processing and record-keeping linked to deal data.
• User management dashboard with role-based access controls and user profiles.
• Metadata and party information storage, including third-party details.
• Deal status management with options like 'accept', 'dead', and 'contingent'.
• Dashboard displaying recent deals and key metrics.

• CSV import/export modules for deal and metadata data handling
• PDF generation for deal reports and summaries
• Payment gateway integrations for processing commissions and receivables
• Mapping services for visual deal location representation

• Scalable architecture supporting increased deal volume without performance degradation
• Role-based access control ensuring data security and confidentiality
• Secure data storage and transmission protocols
• High system availability with minimal downtime
• Responsive and user-friendly interface across devices

The implementation of this comprehensive deal management system is expected to significantly enhance operational efficiency, reduce data entry errors, and improve transparency in deal processing. By automating calculations and streamlining workflows, the platform aims to increase deal-processing speed and accuracy. The system's analytics and dashboard features will facilitate better decision-making, supporting sustainable business growth and improved agent productivity.