In today’s brokerage landscape, fragmented systems and scattered data create significant challenges that have far reaching impacts. Key information—whether deal metrics, client data, or buyer preferences—often resides in separate spreadsheets and notes, or multiple databases.
The lack of a centralized platform that provides integrated insights ultimately limits the ability of brokers to see the complete picture. The result? Inefficiencies that directly impact deal pricing, buyer engagement, and client service.
Enter Origin by Altrio. Origin was initially developed by Altiro for investors and lenders as a centralized platform to manage data, streamline workflows, and foster collaboration across deal stages. Recognizing that brokers face similar obstacles, Altrio recently expanded Origin to address the needs of real estate brokers. By combining market insights, buyer intelligence, and deal execution tools in one unified platform, Origin empowers brokers to hone their market expertise, target the right buyers, and deliver unmatched client service at every step.
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Industry Wide Challenges
Fragmented systems undermine the most critical components of the brokerage process:
1. Accessing Market Data
Brokers need quick, reliable access to comprehensive market intelligence, including sales, lease, and cost comparables. However, this data is often siloed in spreadsheets or reliant on outdated public sources. Without timely insights, brokers risk mispricing deals or overlooking critical trends, impacting their ability to deliver accurate Broker Opinions of Value (BOVs).
2. Targeting the Right Buyers
Building strong relationships with buyers and lenders requires an intimate understanding of their investment criteria. Yet, these insights are often scattered across notes and disparate buyer lists, lacking a single, searchable database. This fragmentation makes it difficult to reach the most relevant buyers quickly and effectively, slowing down deal cycles and impacting close rates.
3. Delivering Excellent Client Service
Responsiveness is key to building client trust and maintaining a competitive edge. Important tasks and milestones are often managed in spreadsheets, making it challenging to keep track of follow-ups and critical deadlines. Without a streamlined process, brokers risk missing key interactions, hindering their ability to provide exceptional client experience.
Solutions Powered by Origin
1. Deep Market Knowledge
Access to up-to-date, reliable market intelligence is critical for accurate pricing and delivering strong Broker Opinions of Value (BOVs). With Origin, brokers can automatically extract and consolidate market data from vendor documents, such as rent rolls, T12s, and unit mixes. Every deal they process in Origin becomes a comp, building a searchable, proprietary database of market intel that includes transaction prices, lease data, and cost details.
Brokers can also upload and manage multiple versions of underwriting models directly in Origin, allowing for benchmarking and historical comparisons that support data-backed pricing strategies. The end result is a centralized source of market knowledge, making it easy to retrieve insights and trends that enable more informed decision-making.
2. Access to the Right Buyers
Connecting with the right buyers shortens deal cycles and improves the likelihood of successful closings. Origin’s CRM++ functionality not only captures essential contact and company information but also augments it with integrated insights on buyer preferences, past interactions, and deal history. This centralized view allows brokers to build detailed buyer profiles, helping them create targeted buyer lists based on specific criteria like check size, location, and sector.
As buyers engage with deals, Origin automatically updates their preferences, ensuring brokers have the most current insights for tailored outreach. Brokers can also track buyer engagement across active and past deals, allowing for informed follow-ups that resonate with each buyer's unique interests.
3. Exceptional Client Service
Delivering exceptional service means staying organized, responsive, and consistently up-to-date with client needs. Origin’s automated data extraction accelerates the initial processing of vendor documents, enabling brokers to quickly provide Broker Opinions of Value (BOVs) and kick off deals. Pipeline management tools within Origin allow brokers to track deal progression and key milestones from pre-marketing through closing. Workflow and project management features ensure that all steps are completed on schedule. Together, these tools ensure brokers can manage high volumes of deals efficiently, maintain clear oversight, and provide clients with a seamless experience from start to finish.
Additionally, Origin’s activity tracking provides a clear record of client interactions—emails, calls, meetings, and notes—allowing brokers to stay on top of follow-ups and maintain transparency throughout the process. Brokers can also generate buyer activity reports, giving clients visibility into the outreach and engagement efforts made on their behalf. This comprehensive approach to organization and responsiveness strengthens client trust, ensuring their needs are met with precision and professionalism at every stage.
In today’s competitive landscape, brokers need more than traditional deal management tools; they require a platform that supports true deal execution. Origin’s end-to-end capabilities empower brokers with integrated market insights, streamlined workflows, and targeted buyer engagement tools, ensuring deals are executed efficiently and client expectations are met or exceeded. With Origin, brokers can move beyond fragmented processes and embrace a unified solution that sets a new standard for success in commercial real estate.
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