Why use TransactIQ Digital Workspace for Collaborating with Your Team and Clients?
Centralizes everything you, your team & clients need to stay informed and move the deal from Prospect to Signed Contract.
No more emails and text chains, instead in-app Comments streamlines feedback so it's already linked to each deal and/or property.
Document Storage. From comp data to demographics reports, RFPs to Leases, you can upload and store anything you need. This makes it super easy for clients and your team to access any important resource from 1 centralized location.
Process Transparency is a major highlight and value to clients as they are able to quickly understand where the deal stands and what needs to happen next to move forward.
Activity Feed provides a summary is doing on their behalf.
Set Up your Demo Deal
Set Up your Demo Deal
If pitching to an existing client, consider bring in a real deal you've worked with them. You can import previously Executed Contracts using a .CSV file to track key dates like expirations and renewals as well as the financials and term of the deal.
Personalize it by uploading the client's logo. We recommend a square image ratio.
Use the Search Criteria to capture and display all of the necessary requirements of their property search. Use it to take additional notes during the onboarding and create a project overview brief to help inform every stakeholder of the most important points of the property search.
Before your pitch, create a basic Market Survey by adding a few potential properties you think may be a fit for their requirements. This allows them to see a more personalized example of the Market Survey and how to interact with it. Setup the Listing Details and customize every field to exactly what they want to see.
Load supporting documents in Additional Resources
🔥Hot Tip: Review/Test as a "client" before your pitch. How to add yourself as a client.
Invite your personal email or different valid email as a client user instead of a broker user. Log out of your workspace.
Open a new browser window, go to the Log In page, sign-in using your personal email (client) credentials and test that everything looks the way you want it to.
For the Pitch
For the Pitch
Log into your "client" account to highlight exactly what your prospects will experience when they work with you.
Tip! Use 'Present Mode' and collapse your sidebar. (see video below)
We suggest you demo the following features:
Collaboration: Capturing feedback, questions & important data in one place. Show clients how they can click the 💙 heart to favorite a property, 👎 thumbs down icon to disinterest, and 👀 Request Tour to immediately alert you of their initial preferences.
Comments: Clients can share their thoughts and ask questions within their own team or directly with you, their broker team. Suggest replacing emails, texts / calls by instead utilizing the variety of messaging features available directly inside your collaborative digital workspace.
View-Only access (no sign-in required): If your client or prospect isn't quite ready to create/manage an account yet, demostrate how you can still share the Market Survey and Digital Tourbook with them using a public links.
Deal Summary Page: Whenever you click on a Deal, whether from a pipeline or the sidebar menu, you will see the Deal Summary. This gives you an entire overview of the deal. From search criteria, recent activity, current milestone or stage of the deal and more.
Additional Resources: Within each deal, clients can access their Document Repository, No need to manage separate access to Dropbox, Sharepoint or Google accounts. Store everything in one place.
Follow Up: Share the resources linked below with your clients & prospects. Send a sample public link so they can take closer look.
Reach out if you have any questions. Support@anthemiq.com