Step-By-Step Guide for Setting Your Real Estate Firm Up for Software Success | Dealpath

Align Your CRE Software Search With Your Needs & Organizational Goals

Commercial real estate technology, or proptech, has rapidly unlocked opportunities for investment management firms to transact in newly efficient ways.  Identifying the right software for your firm, however, can be a daunting task without significant knowledge of the real estate software landscape, or how specific platforms can streamline your processes.

In this white paper, you’ll learn how to prepare your organization for a purposeful software evaluation in order to arrive at the right software:

  • Document existing processes, tools and bottlenecks to identify high-priority needs and solutions
  • Research available options, relying on the expertise of trusted resources
  • Identify technical implementation requirements
  • Ensure contracts provide for best-in-class data security

Download this white paper to learn how your organization can proactively approach the software evaluation process and ensure that your platform of choice delivers on desired operational outcomes.


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