Resources
Learn to win more deals with SiteMap.
Practical articles for commercial brokers: how to prospect, present, and close, with step-by-step guides for doing it inside Survey and Prospect.
How to follow up with prospects you haven't contacted in months
A CRE broker's guide to pulling every contact you haven't touched in 90 days out of your CRM and turning them into a call list in about five minutes.
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How to stop retyping the same building into every client survey
A tenant rep's guide to keeping one current set of numbers, photos, and flyers for each building, and pulling them into the next client's map.
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How to track tenant rep deals from first call to signed lease
A tenant rep broker's guide to setting up a deal pipeline, moving deals through survey, LOI, and lease, and seeing which deals have gone quiet.
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How to send a landlord a leasing activity report without building a deck
A listing broker's guide to the weekly owner update. Track every lead and touch on the listing, then send the landlord a live report link or a PDF.
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How to compare monthly rent across buildings and suites for a tenant
A tenant rep's guide to listing every suite in each building and showing the client one monthly gross rent number per option, worked out the same way every time.
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How to update your CRM from your phone between showings
A CRE broker's guide to logging calls, moving deals, and checking your prospect list on a phone, so the pipeline is current before you get back to the office.
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How to send clients a CRE market survey without Drive links or flyer PDFs (Survey quick-start guide)
A step-by-step guide for tenant rep brokers. Drop in the flyers, let AI pull the site info, and send your client one interactive map of the sites you hand-picked, then plan the tour.
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How to find tenants for a vacant commercial space in 10 minutes (Prospect quick-start guide)
A step-by-step tenant prospecting playbook for CRE brokers. Build a list of tenants that fit your space, find the decision makers' cell phones and emails, then call and email the whole list from one platform.
Read moreHow to fill a vacant space: a landlord rep's prospecting playbook
Waiting for inbound calls is not a leasing strategy. Here is how landlord reps build a targeted, enriched tenant list around a vacancy, work it on a schedule, and keep the owner in the loop, all inside Prospect.
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How to build a market survey your client will actually read
Most market surveys get skimmed and forgotten. Here is how tenant reps turn a stack of listings into a clear, visual survey that moves a client to tour, and how to build it in Survey in minutes.
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How to get your first tenant representation assignment
A step-by-step playbook for landing your first tenant rep deal, and how to run the whole process inside Prospect, from finding the lead to signing the agreement.
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