In today's fast-moving real estate world, streamlining your lead-to-lease process isn't just a goal—it's a necessity. Imagine the possibilities with Yardi Deal Manager, a robust tool designed to unify leasing, approvals, legal, and forecasting into a powerful platform, potentially revolutionizing your operations.
But before you hit "Go" on your Deal Manager rollout, it's worth pausing to align expectations, stakeholders, and strategy. At Assetsoft, we're here to support you every step of the way. We've helped clients successfully implement Deal Manager, ensuring they adopt the platform and unlock its full potential.
1. Are You Clear on Your Lead-to-Lease Workflow?
Yardi Deal Manager is only as powerful as the process behind it. Before implementation, define the process by which a lead is converted into a deal and then into a lease execution. Include all relevant touchpoints, such as leasing representatives, legal teams, finance, and asset managers. The tool supports complex workflows, approvals, and document versioning, so having that journey mapped early makes a world of difference.
💡 Pro Tip: Assetsoft can help you visualize and optimize your current process using best practices from global commercial real estate leaders.
2. Is Your Data in Good Shape?
Insufficient data leads to bad deals. The Deal Manager pulls data from Voyager and integrates it into lease documents, as well as stacking plans, forecasts, and dashboards. Rest assured that your property, unit, contact, and lease data will be accurate, complete, and standardized across systems.
3. How Will You Handle Legal Documents?
One of the Deal Manager's biggest wins is automating the creation of legal documents—including Letters of Intent (LOIs), leases, and amendments. But to get the most from it, you'll need to:
- Define your clause library
- Set up document templates
- Configure approval workflows
Assetsoft's consultants and technical teams can accelerate this step with pre-built configurations and redlining support.
4. What Metrics Matter Most to You?
Deal Manager offers powerful KPIs—from NER (Net Effective Rent) and IRR calculations to lease expiry and tenant risk visibility. Before implementation, define which dashboards and metrics your team actually needs and then tailor the reporting accordingly.
5. Are You Planning to Integrate with Forecast Manager?
If you're managing leasing and forecasting separately, it's time to connect the dots. Yardi's native integration between Deal Manager and Forecast Manager lets you promote deals to real-time forecasts, align leasing with budgeting, and drive more accurate revenue projections.
6. Is Your Team Mobile-Ready?
The Deal Manager's mobile app enables users to tour a space or approve a deal. But mobility isn't just about having an app but also about user adoption. Ensure your team is trained, your workflows are mobile-friendly, and approvals can happen anywhere.
7. Do You Have a Partner Who Is Familiar with Yardi?
Implementing Deal Manager is not a plug-and-play job. From workflow setup and user training to document configuration and system integration, the path to success is smoother with an experienced partner.
That's where Assetsoft comes in. As a Yardi implementation specialist, we're not just here to configure the tool. We're here to guide you through the entire process, from reimagining your leasing process to ensuring a successful implementation.
Ready to Elevate Your Leasing Process?
Yardi Deal Manager is transforming how commercial real estate companies work—making deals faster, wiser, and more transparent. However, remember that the journey begins with the proper preparation. By being informed and aware of the necessary steps, you're already on the path to success.
Talk to Assetsoft today, and let's explore how we can make your Deal Manager implementation a success from day one.
Conclusion
Implementing Yardi Deal Manager can be a game-changer for your real estate operations, but success depends on strategic planning and preparation. By ensuring your lead-to-lease workflow is well-defined, your data is accurate, and your legal documents are structured, you set the foundation for a seamless transition. Identifying key metrics, leveraging integrations, and fostering mobile adoption will further enhance the platform’s value. Most importantly, partnering with experts like Assetsoft can simplify the implementation process, ensuring you maximize Deal Manager’s capabilities from day one.
Are you ready to take the next step? Contact Assetsoft today and let’s make your Yardi Deal Manager implementation a success!