Projects expands our core marketing functionality into a collaborative workspace. There, your team can leverage data from across the entire Buildout platform to contribute to a more streamlined listing process.
Your workspace in Projects will serve as a comprehensive command center for each listing. Manage work across your team and log every activity and point of communication for easy transparency and reference. Then track your metrics, lead pipeline, and closing predictions around all your marketing efforts to close your deals faster.
Take full advantage of the connection between Projects and your Database. Create new projects from research property records, attach owners or potential buyers to listings, and update contact records from your lead pipeline. All transaction predictions and statuses feed into your Pipeline and—with commission plans and history from Back Office—help you predict and track your cash flow.
Push properties from Database into Projects, manage your listing process from a centralized tool, instantly generate branded marketing collateral, and track the status of each deal and how it fits into your larger Pipeline.
How to use Projects
The Project view allows all roles within a brokerage to work together on a Listing or an Assignment and share relevant information without requiring the users to share a Database.
The Overview tab on the Project provides users with a holistic view from which they can better collaborate and share information, giving the Project team a competitive advantage to win opportunities (Proposal phase).
Once an opportunity is won (Market/Under Contract Phase), the Project team can continue working together to efficiently execute the Project by adding important client details and sharing the contact information for other related contacts via the Details card, posting general updates for the team and tracking overall activity on the Project via the Activity Feed tab, delegating work via the Tasks tab, maintaining Pipelines via the Predictions card, managing the momentum the Project is seeing via the Leads tab (for Listings only) and tracking the scheduling and success of marketing efforts via the Metrics tab (for Listings only).
After a Project has concluded (Closed/Off Market phase), the Project provides all Collaborators with a record of all progress that was made on the deal and allows users to take the necessary steps to finalize vouchers and ultimately receive payment for their hard work.
Projects
Projects
These are words that you'll see while using Projects.
Collaborators
Can be brokers, administrative assistants, marketing professionals, researchers, analysts, outside brokers, managing directors, accounting professionals—anyone that has something to contribute to the Project and/or needs to act on the Project in any way. However, only brokers on a Listing are included on marketing documents while other collaborators are not.
Workspace / Overview
This tab gives a summary of all functionality on the Project and provides users with a holistic view from which they can better collaborate and share information.
Tasks
This tab includes future action items for the Project's team, including:
- Call - Schedule a call with someone.
- Email - Reminder to email someone.
- Meeting - Schedule a meeting with someone.
- Other - Schedule an event or some miscellaneous activity.
- Showing/Tour - Schedule a tour of a property with someone.
- Critical Date
Activity Feed
This tab includes a history of all completed Tasks and logged Notes for the Project team to review, including:
- Call - I had a phone call with you.
- Email - I sent you an email at a date and time.
- Meeting - We met in person.
- Note - I have a general update to share with the Project team.
- Other - Miscellaneous activity, such as mailing someone a professionally printed OM or ordering a gift for the client as a ‘thank you.’
- Showing - I toured a property with you.
- Critical Date
Leads (Listings only)
This tab allows users to assign a status to people that express interest in a property, update that status as the deal progresses, track the source of the lead, create tasks based on interactions with the lead, and export a list of all leads.
Metrics (Listings only)
This tab includes an overview of marketing activity, such as website, email, and syndication channels, and project activity, such as logged calls, emails, leads, and meetings. From here, users can also export all activity via CSV to create an activity report for their client.
Client Report (Listings only)
This tab includes an overview of marketing activity, such as website, email, and syndication channels, and project activity, such as logged calls, emails, leads, and meetings. From here, users can also export all activity via CSV to create a report for their clients.
Attachments
In addition to the collaborative Workspace, the Project view also features a tab for Attachments. This is where Collaborators can upload and organize all relevant documents pertaining to the deal.
Listing
This tab includes all existing Buildout functionality for Landlord and Seller Representation Projects.
- Documents
- Sharing
- Website
- Syndication
- Craigslist
- Plans
- Demographics
- Signs
Assignments (under Marketing dropdown)
Buildout has always supported your Landlord and Seller representation Listings and you can track your Tenant and Buyer representation in the Assignments workspace. In the Assignment Project view, you will see the following tabs:
Workspace
Overview
This tab gives a summary of all functionality on the Project and provides users with a holistic view from which they can better collaborate and share information.
Tasks
This tab includes future action items for the Project's team, including:
- Call - Schedule a call with someone.
- Email - Reminder to email someone.
- Meeting - Schedule a meeting with someone.
- Other - Schedule an event or some miscellaneous activity.
- Showing/Tour - Schedule a tour of a property with someone.
- Critical Date
Activity Feed
This tab includes a history of all completed Tasks and logged Notes for the Project team to review, including:
- Call - I had a phone call with you.
- Email - I sent you an email at a date and time.
- Meeting - We met in person.
- Note - I have a general update to share with the Project team.
- Other - Miscellaneous activity, such as mailing someone a professionally printed OM or ordering a gift for the client as a ‘thank you.’
- Showing - I toured a property with you.
- Critical Date
Attachments
In addition to the collaborative Workspace, the Project view also features a tab for Attachments. This is where Collaborators can upload and organize all relevant documents pertaining to the deal.
Assignment
This tab includes the following for Tenant and Buyer Representation Projects:
Details
A high-level overview of what the Tenant or Buyer is looking for the broker to find them in their space to lease or property to purchase.
Survey
Compile potential locations for a Tenant or Buyer based on their requirements.
Deal
This tab is only visible by users with Back Office permissions and provides a shortcut to Back Office activity on the Project.
Vouchers
Brokers provide deal information to the Back Office when a deal is closed. The Vouchers tab provides an overview of all deals on the Project.
