“Years ago, it would take a week to turn over one survey. Now we can put that into LeaseUp and be done with that survey within under an hour.”
Melissa Kennedy, Director of Property Research & Compliance at Partners, is no stranger to technology. Her areas of expertise include geographical information systems and data analytics.
A while back her team identified the need to create data-rich, photo-heavy digital surveys to deliver to clients. After developing some spreadsheet templates and attempting to build software in-house, Melissa realized it was time to find a third-party solution that improved the way her team worked with clients.
Eventually Melissa chose LeaseUp to digitally manage her work and create superior client deliverables. LeaseUp dramatically cuts down on manual labor, creates a better client experience, and centralizes the entire deal process in one place online.
"As we all know, everything's becoming digital. The big hurdle was finding a platform that had everything we needed. After quite some time spent researching different companies, we decided to go with LeaseUp."
Melissa’s firm chose LeaseUp after an exhaustive search for a digital tool to manage deals. Before landing on LeaseUp, her team had developed macros to convert third-party data into a templated survey. It was a tedious process that resulted in a PDF that still lacked visually important information, like detailed hi-res interior and exterior photos.
Using LeaseUp’s CSV import feature, Melissa is able to generate a survey from a CSV in a few clicks. This automated process alone saves her hours.
Not only does the CSV import feature generate a shareable survey within minutes, but at this point Melissa can add as many other details as she wants — like space or building photos and descriptions, floor plans, and flyers — giving her clients all of the information needed to make confident decisions on properties.
“Typically, years ago, it would take about a week to turn over one survey. Now as long as we've got the data, we can put that into LeaseUp and be done with that survey within under an hour.”
Melissa and her team chose LeaseUp to create a higher-quality deliverable that would make them stand out from their competitors: “something digital to set us apart from industry standards, from a stagnant PDF.”
LeaseUp’s digital surveys are dynamic, showing a list of buildings and spaces alongside an interactive map. The survey data can be updated on the fly as new options hit the market, without requiring Melissa to resend a new PDF.
Clients love the ability to leave feedback like “favorite” or “not interested” directly on the survey, in real time. Every LeaseUp survey is easily shared with a link that the client can view in any mobile or desktop browser.
LeaseUp gives Melissa full control over who has access to her data. This means that she can generate and share public links containing dynamic market information without the slowdown of client-side decision-makers needing to create an account first.
“They enjoy it, they like using it. It's easy. You don't have to go through 40 pages in a PDF just to look for one thing, you can play around in the software itself.”
There are usually several people involved with any given commercial real estate deal at different stages: brokers, account managers, marketing coordinators, and clients, to name a few. LeaseUp’s digital platform lets Melissa and her team centralize their work and requires no “learning” — even brokers who have been reluctant to adopt new software can easily pick it up and get more deals done.
On LeaseUp, all communication with clients is centralized. As clients go through their options, the activity feed focuses on important updates, such as when a client favorites a building. If a client has a question or wants to leave feedback about a building, they can do so in the comments section of the building page, keeping the questions or feedback in context. The messages feature avoids the need for email, and keeps all communication related to the project in one place.
LeaseUp gives Melissa the digital tools she needs to streamline her work and give her clients a better experience. Schedule a demo to see how we’re transforming the broker/client relationship.
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