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Introducing Dealpath Mobile: Manage Your Deals On The Go

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Matt Carrigan
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In the fast-moving commercial real estate industry, you can’t afford to miss the latest pipeline updates–even when you’re away from your desk. We’re thrilled to announce the launch of Dealpath Mobile, which will allow you to manage your pipeline wherever you are! Deal teams can now track, manage, screen, analyze and update deals on the go from the user-friendly app.

With Dealpath Mobile, your entire organization can accelerate deal flow with data at its fingertips. 

Manage Your Pipeline Wherever You Are

Dealpath Mobile will bring all of the deal pipeline management tools from our cloud-based platform directly to your phone. Now, you can manage your pipeline wherever you are. 

From the newly revamped mobile app, you can review your full pipeline and stay up-to-date on the newest opportunities. Tracking progress in real time means that you can stay alert of recent updates, reference documentation and read ongoing deal commentary–all from your phone. For example, you can simply search a keyword to show an OM to a key stakeholder instantly.

As deals progress from stages like underwriting to evaluation, you can assign new tasks so that deal team members can begin execution immediately. When tasks are outstanding or details outdated, request updated information from internal and external team members. Managers, deal team leaders and other key stakeholders can even approve tasks like updated purchase agreements, contracts and more. For a more holistic glimpse into deal progress, zoom out to view the full details of transaction workflows. 

Seamless, centralized communication ensures that your team can respond to new opportunities in real time and close the most profitable opportunities.

Data At Your Fingertips—Literally

Dealpath Mobile will put data at your fingertips, in your back pocket, and wherever you go. You can screen deals, access all key asset and underwriting information, audit pipeline performance, and view any other investment information or reporting required to make informed decisions.

When a profitable new opportunity hits the market, there’s no time to waste. Instant access to real-time real estate information means that you’re equipped to screen, analyze and evaluate deals on the go. Once a new deal enters your pipeline, you can pinpoint relevant comps for financial benchmarks on a given deal. If a deal you’ve previously evaluated re-enters your pipeline, pull up the historical record in seconds to understand vital context on why it died.

Beyond evaluations, Dealpath Mobile will also enable your firm to seamlessly communicate deal information. Whether you’re in the boardroom, at a dinner or in a car, you can validate investment hypotheses to the IC in just a few taps. Rather than circling back via email, propose an off-market deal on the spot at your next networking event by showing photos, the location, comps and other details with the app.

Add and Update Deals from the Field, Airport or on the Ride Home

With your investment command center in your pocket, you can create and update deals from anywhere–even the field. Why wait if you can upload information about a deal on the spot?

For example, during your next site visit, create a deal that includes all relevant pictures while touring the lot using the app. You can even drop a pin or auto-populate the site’s coordinates, ensuring the precise location is tracked appropriately. Using the speech-to-text feature, log notes about the property, such as:

  • The property’s size, layout, age and style
  • Special amenities
  • Proximity to local points of interest like schools, public transportation and more
  • Potential issues, concerns, or necessary renovations

Without skipping a beat, streamline deal execution by assigning tasks to deal team members or adding commentary right away.

Learn More About Dealpath Mobile

If your firm currently manages its pipeline on Dealpath, download the mobile app to get started. Or, reach out to your Customer Success Manager for more information.

To learn why 7 of the top 10 institutional investors choose Dealpath for real estate deal management, schedule a demo.

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