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

How Do You Find, Purchase and Implement the Right Software To Meet Ambitious 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.

Align Your CRE Software Search With Your Needs & Organizational Goals

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

  • Document existing processes, needs and success criteria to clearly define the scope and goal of your software search
  • Research and rate available options based on an evaluation matrix or checklist, while relying on the expertise of trusted resources
  • Perform due diligence to confirm that the company provides best-in-class security and a guided implementation
  • Finalize pricing and contracts, ensuring that your data won’t be collected, even for anonymized initiatives

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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