Origin’s Real Estate CRM for Investors and Brokers

Whether you’re raising equity, marketing deals for sale, or securing financing for an acquisition, Origin’s real estate CRM ensures that you always engage the right people and manage your communications with precision.
Origin’s real estate CRM interface displaying tools for investors and brokers to manage equity raises, deal marketing, and acquisition financing.

Core Capabilities

Unify Your Network and Dealflow

Centralize your network of Companies and Contacts with Origin’s real estate CRM for investors and brokers. Effortlessly manage key relationships, track involvement across opportunities, and leverage insights to drive better deal outcomes.
Dashboard of Origin’s real estate CRM showcasing centralized network management, contact tracking, and dealflow insights for investors and brokers
Origin’s real estate CRM displaying investment criteria filters, helping investors secure capital and brokers connect with the right buyers and lenders.

Target the Right Buyers and Capital Partners

Track investment criteria for each company, such as sector, market, and deal size, to target the right individuals. Investors can quickly secure the capital needed for their next deal, while brokers can efficiently market deals to the right buyers and lenders.

Track Engagement on Each Deal

Track buyer, lender, and investor engagement on each deal. Update their stage, status and interest levels to maintain a clear view of who’s most ready to move forward.
Origin’s real estate CRM interface showing engagement tracking for buyers, lenders, and investors, with status updates and interest levels for each deal.
Track all interactions effortlessly – log calls, emails, meetings, and notes to stay organized and never miss a follow-up with Origin’s real estate CRM.

Stay on Top of Every Interaction

Log calls, emails, meetings, and notes to track every touchpoint. Whether following up with investors, coordinating with lenders, or engaging buyers, Origin’s real estate CRM keeps all your communications organized, so you never miss a critical follow-up.

Our Results

See why leading real estate investors choose Origin

Every deal requires collaboration between numerous teams. Before Origin, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Origin, we unified all of this data into one shared source of truth.

Derrick Perkins
VICE PRESIDENT, INVESTMENTS
See case study

invest better with origin

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