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Your CRM should be more than just a contact database. 

Take a look at exactly how Apto drives deal flow more efficiently and effectively for commercial real estate brokers.

Begin The Experience ›
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Let's start with an easy question. Do you want to increase your opportunities at winning new business?

The formula is simple. 

Start by ensuring you contact the right people at the right time.

  

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Finding the right people starts with having the right information organized the right way. Consider three things:

 

Their needs

Every time you’re talking to someone in your network, ask about their acquisition needs and record them in the Buyer's Needs card. Then pull a list with that information when needed.

Where they operate their business

In Apto, you can create custom lists based on a broad set of criteria, allowing for targeted outreach to specialized groups. Try pulling by zip code, for instance. 

Where they own property

Take a look at your database and create a call list filtering by ownership. You can also draw an outline a map and export a list from that. 
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There are plenty of ways to filter or define who you want to target. Here are a few examples.

  • Clients
  • Debt
  • Maps
You should never, ever lose track of previous clients. Anyone you've done business with—if you've done your job well—could be a repeat client or a referral or both. Keep up with them on a regular basis. And in fact, Apto generates a list for you to do just that.

With the short-term nature of commercial mortgages, property owners with debts nearing full term are in a unique position. Action at that time is not just a good idea, it’s a must. Savvy brokers know the properties, the owners and the debt terms—and catalog them for strategic outreach at the right time. 

If you see a major new development announced in your market, how about using a map to see who will be affected? In Apto, you can find the area on a map, draw an outline around it, and then create a call list from that area. Then start reaching out to everyone who will be affected in some way from that development.
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Congratulations! In Apto, you can set up outreach lists on whatever timeline you'll like. Whether it's 15 days or 120, you'll get automated reminders to call or email the people you have on that list. 


  

Congratulations! In Apto, you can set up outreach lists on whatever timeline you'll like. Whether it's 15 days or 120, you'll get automated reminders to call or email the people you have on that list. 


  

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Once you've found the right people at the right time, you need to start the conversation the right way. You've got options.

 

Prior conversation ›

Your activity history is right there in Apto for easy reference. 

Relevant market news ›

Apto has a built-in integration that shows you CRE news that could affect that market.

Recent transactions ›

Contact key players to see if they need your services, or track the details for your comp database. 
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