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[Infographic] The CRE Digital Marketing Checklist

By The Apto Team on Dec 18, 2018

Thinking about revamping your digital marketing strategy for 2019? Look no further.

Digital marketing isn't just the territory of millennials or technology companies. The term simply refers to any efforts to promote yourself or your brokerage on the internet, and it should an important part of your business strategy.

Here's a quick-hit strategic checklist to make sure you're doing it right.

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Your 2019 tech budget: A guide to CRE tools beyond CRM

By Erik Dolan-Del Vecchio on Nov 27, 2018

59c9921faca4f_jobs_report_career_business_people_computer_laptop_technology_CRE_tech-320x218Whether its keeping track of contacts or using the latest sales tools to win more deals, theres no question a strong CRM platform benefits every broker. Its the tech foundation of your business and the first item to check off your CRE tech shopping list.

But once you have an effective CRM in place, what then?

The world of CRE tech is expanding every day, and from marketing tools to virtual reality, its easy to feel lost in the mix. To help guide your technology investments, we looked through the key contenders to separate the essential from the optional.

From critical technologies that help you make the most of your data to nice but currently optional technologies like virtual reality, heres what you need to know to make the most of your technology budget.

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Webinar: Take a look at maps, deal boards, call lists, integrated news, and more

By The Apto Team on Oct 30, 2018

APTO_Deals Mock-up-2-webJoin us for a live webinar on Wednesday, Nov. 7 at 1 p.m. CT to see how Apto is driving deal flow more efficiently and effectively for nearly 10,000 commercial real estate brokers.

We’ll show you our latest and greatest features, including: mapping functionality, an interactive deals board, intelligent call lists, integrated CRE news, and enhanced tenant rep functionality.

Register now


Here’s a little bit more of a preview about what you’ll see.

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5 CRE data fails (and how to prevent them)

By Irena Ashcraft on Oct 25, 2018

frustrated-man-laptop-320x213Success in commercial real estate is built on great relationships. Some of the best brokers in the field are out there making phone calls, booking lunch dates, meeting new contacts, connecting with old clients, and networking with just about everyone. But behind every warm handshake, cold call, and hot lead is something that often gets overlooked: great data.

It may not be glamorous, but data is what makes things happen. CRE is full of data sets like property specs, financial stats, ownership history, and the number of cold calls you make each day. If you’re doing data right, you see a world of connections, trends, and insights that are invisible to everyone else. If you’re doing it wrong, all you see is a bunch of numbers.

Your data can be extremely powerful if you use it right. But if you’re making any of these 5 common data mistakes, you may actually be doing more harm than good. Here’s what you should know:

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How to tell if you need to upgrade your CRM

By The Apto Team on Oct 23, 2018

agile-post-its-320x213Excel spreadsheets. A precise email folder structure in your Outlook. Color-coded post-it notes. Salesforce. A CRE-dedicated technology that stores your data.

Whether you think of it as a CRM or not, every commercial real estate broker has a way to track and manage their prospect and client relationships. That’s what CRM is after all―customer relationship management. It refers to technology that helps you track, manage, and analyze interactions with contacts, whether they're prospective or current clients. It is generally a catchall term for the technology that enables these processes, but you could consider the more basic systems above as CRM (if you’re feeling generous).

5 warning signs that you might need a new system

If you’re comfortable with your income, you feel like you have plenty of time to get your work done, and have never missed a deadline or let a key detail slip, then you probably don’t need to upgrade whatever system you have in place.

But if not, it’s worth exploring if you need a new CRM.

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A formula to increase opportunities for new business

By The Apto Team on Oct 11, 2018

If you want more opportunities to win new business, you don't have to prospect more aggressively. You just have to prospect smarter.

It starts by ensuring you contact the right people at the right time. To do that, you need to have your information organized the right way. Then you have to have the right information on hand to make a quick connection.

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The latest and greatest data sources for CRE

By The Apto Team on Sep 11, 2018

52-CRE-Data-Sources-Cover-UpdatedIn terms of commercial real estate data sources, there are a few big names out there that most brokers use. They’re the largest—and the most expensive—but they’re not the only ones in the game. There are a number of smaller, niche companies that provide information on lease/sales transactions, ownership info, mortgage/financial data, property data, listings, and more.

All brokers need data, so it’s no surprise that the 52 Commercial Real Estate Data Sources ebook has been our most popular resource to date. And now we’ve updated it with the latest and greatest data sources for 2018 and beyond!

Here are some of the companies that have been added for the 2018 edition of our ebook.

Topics: CRE Tech
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Why disintermediation isn’t happening in CRE

By Tanner McGraw on Aug 28, 2018

NAR-disintermediations-cre-160595-editedThis article first appeared in NAR REALTOR Magazine.

I started my career in commercial real estate in 2004. When I attended my first national sales meeting as a broker soon after, “disintermediation” was a popular topic of discussion. Many people seemed to be saying that at some point in the near future technology would obviate the need for brokers altogether.

Fast forward a few years, and I’m out of brokerage and on the tech side of commercial real estate. The first industry panel I sat on as a company founder raised the specter of disintermediation. And last year, it was covered yet again at several other conferences I attended.

The thing is, it’s just not going to happen.

Topics: CRE Tech
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4 reasons to share your data and turn your team into a real business

By Irena Ashcraft on Aug 16, 2018

broker-data-relationships-320x216-2What do you lose when you keep everything to yourself?

We know of brokers who are protective of their data as well as their relationships, and of some teams that are so competitive they’ll steal leads right out from under each other.

And in a way, we get that instinct to turn inward. It can feel like you’re laying all your cards on the table when you share hard-earned intel with people who may not understand what it took for you to get it in the first place—and who may run off with it the moment your back is turned.

But at the same time that some brokers are turning inward, others are turning that thinking right on its head. They’re discovering that when they open up and work together, they’re able to attract even more success for themselves, their team, and ultimately their business.

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Meet the new Apto

By The Apto Team on Aug 14, 2018

APTO_Deals Mock-up-2-webOne year ago this month, we released a product that was the culmination of hundreds of conversations and emails with brokers of all specialties across the country.

It was the first step toward our new product vision. We knew that we’d come a long way in helping introduce the concept of CRM (beyond paper and Excel, that is) to commercial real estate. But it was time to move past that. We had CRM for brokers down pat: in Apto, your data is organized the way you think. It was time to apply that data the way you work.

Since then, we’ve released a slew of new feature sets dedicated to optimizing the broker workflow. And with the new releases that have come out this year, we’re now able to introduce our complete new product. Whether calling a previous client, finding likely buyers on a map, or working through each task related to a deal, brokers can be much more efficient as they find, win, and execute business.

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