DIGITAL DEAL EXECUTION
FOR INVESTMENT SALES
BROKERS

One real estate software to manage and execute your process from lead capture to closing dinner.
Hero section of a real estate software website showing digital deal execution tools for brokers, with interface mockups of property listings including 581 Byron Street and Midtown Square, contact card for Sophia Munez, and a call-to-action button 'Request a Demo

Simplify Your Process and Centralize Your Critical Data

Origin streamlines the entire process of marketing properties to prospective buyers. Create polished, mobile-friendly flyers, securely share deal materials, manage CAs, and track buyer engagement—all in one place.

Capabilities That Drive
Investment Raising Success

Build and Share Polished Deal Flyers

Create mobile-friendly flyers directly in Origin—no exporting, reformatting, or third-party tools required. Present your deals with images, maps, key facts, and contact details, and drive engagement with clear calls to action.
Illustration of digital deal flyers with images, maps, and icons, representing mobile-friendly listing presentations.
Illustration of document sharing and evaluation with a human profile, files, and magnifying glass, representing streamlined deal analysis and data room assembly.

Streamline Document and Data Sharing

Share documents, media, and contact information directly from Origin, eliminating the need to re-upload, duplicate, or manage materials across separate platforms. Quickly assemble secure data rooms with files gathered in Origin during pre-marketing.

Manage the Full CA Process in One Place

Handle CA signing, approval, and data room access end-to-end using your firm’s approved templates to streamline legal review and ensure consistency. Track who has submitted a CA and who is awaiting approval—supported by a centralized, auditable record for compliance. Receive automated email alerts as prospects complete each step, helping you move qualified buyers forward without delay.
Illustration of CA (Confidentiality Agreement) process with document, user approval, and unlocked data access, representing centralized and automated deal compliance management.
Illustration of secure data room access control with user profile, lock icon, and document elements, representing automated permission management when a buyer exits the deal process.

Control Data Room Access Automatically

When a buyer passes or is disqualified, Origin automatically removes their access to the data room—eliminating the need to manually update permissions and ensuring tighter control over sensitive deal materials.

Centralize Buyer Requirements and Contacts

Store your contacts and their investment criteria directly in Origin—so you know who to prioritize for proactive outreach and follow-up.
**Alt text:**
Illustration of automated communication and deal status tracking with message bubbles, user icon, email, and checklist elements, representing real-time buyer engagement and workflow updates.
Illustration of digital document signing and contact management with a laptop, user profiles, checklist, and email icons, representing streamlined deal tracking and communication.

Capture Buyer Info Without Manual Entry

Automatically log contact details in your CRM when buyers sign confidentiality agreements—ensuring your records stay accurate and up to date without extra effort.

Track Engagement and Refine Future Outreach

Monitor buyer activity across every deal, capture pass reasons, and update investment criteria as you go—so each future opportunity reaches the right audience.

invest better with origin

Bring data-driven insights and automation efficiencies to every aspect of your dealmaking