TrustRadius: an HG Insights company

What is Yardi Deal Manager?

A commercial real estate CRM featuring tailored automation, sophisticated deal metrics and real-time portfolio information, boasting an advanced deal management workflows to track all transaction types, create LOIs, and approve deals. To provide pipeline visibility, Yardi Deal Manager is used to track deals, tours and activities from lead to execution and access real-time reports for a complete overview of the pipeline.

Users can:

  • Create new deals in seconds and generate complex proposals within the CRM
  • Manage commercial real estate deals and approvals from anywhere with a fully featured mobile app
  • Stay on top of tasks, track communications and schedule tours with dedicated activity feeds at the deal level
  • Generate branded letters of intent, internal deal sheets and other documents using one real estate deal management software

Technical Details

Technical Details
Mobile ApplicationNo

FAQs

What is Yardi Deal Manager?
A commercial real estate CRM featuring tailored automation, sophisticated deal metrics and real-time portfolio information, boasting an advanced deal management workflows to track all transaction types, create LOIs, and approve deals. To provide pipeline visibility, Yardi Deal Manager is used to track deals, tours and activities from lead to execution and access real-time reports for a complete overview of the pipeline.