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Selecting the right deal management software is vital for institutional real estate investors facing complex workflows, large volumes of deals, and diverse reporting requirements.

Adopting deal management technology is no longer optional for real estate firms—it’s a necessity. Moving beyond spreadsheets and fragmented workflows opens the door to faster decisions, fewer errors, and scalable growth. But how you approach onboarding determines how quickly you realize those benefits—and how well your teams sustain them over time.

The commercial real estate market is heating up, and Altrio is seeing it firsthand. Last month, our AI-powered Data Service processed over 1,000 OMs for unique new deals - adding dozens or hundreds of new deals to each of our customer’s pipelines without any manual data entry.

In this webinar, we walked through the key stages of adopting a real estate deal management system, from recognizing the need for better processes to successfully implementing the right technology. We discussed the different levels of maturity firms go through before exploring deal management solutions and how to assess whether your current approach is holding you back.

When raising capital or identifying buyers for your property, success depends on more than the breadth of your network. You must understand your network’s investment criteria and who the decision makers are at each Company. And you must keep this information up to date.

2024 was another year of major product milestones for Origin, as we continued to pursue our mission to bring the real estate capital market online, improving efficiency and access to information for investors, lenders, sponsors and brokers.

Fragmented systems and scattered data are slowing down deals, impacting the accuracy of financial analysis, and making it harder to provide great client service.

Discover how Origin's latest evolution empowers brokers to streamline real estate transactions end-to-end, transforming industry workflows and accelerating deals with precision.

In today’s fast-paced investment landscape, manually sifting through deals is inefficient and slows decision-making. Discover how the right technology can help you save time, ensure consistency, and boost your team’s efficiency.