Custom CRE Software Platform Built for You

Published on March 1, 2022   by: Adrian


Finding a custom CRE software platform can be challenging because the digital landscape is still a relatively new environment for many in real estate. For an industry based around personal relationships, communication, and management – a centralized online hub can be a game-changer – but only if it’s tailor-made to meet and adapt to your needs.

So what are you looking for?

The goal? A single platform from which to run your business, a place for more than just sales, reporting and contact management. As the CRE industry moves to incorporate more and more tech – the key to finding the right platform lies in customization.

What does customization mean?

Customization encompasses a wide variety of marketing and advertising needs; branding, marketing, template generation – all of the tools that you would expect to help create a cohesive online presence for your business.

When it comes to branding, needs go beyond just design customization, and delve into data and connectivity. You’ll want to look for a provider that offers customization and configuration at the Enterprise level. White labeling, custom domain mapping, and creating corresponding branding templates are just some of the features you may prefer to create successful client outreach.

Further integrations with widely used and trusted tools like DropBox, and the customization freedom to embed your CRE properties will help you construct wildly visual, interactive, and effective portfolios to help increase both your sales conversions and your brand awareness.

Customizing Interactions and Data

Customization also pertains to your interactions, communication needs, and specific marketing needs. Find a platform that not only supports targeting campaigns to lenders, dealers, and tenants, but also one that simultaneously builds reports and compiles analytics to help you build smarter future marketing campaigns.

The Art of A Deal Site

Deal websites help you not only create – but market – individual properties. The advantages to a deal site go beyond advertisement and allow for:

  • Organization per property for contracts
  • Document tracking
  • Facilitating transactions
  • And managing documents

Any CRE platform you select should allow for individual deal sites. At RealDash, our deal sites have not only premium functionality, but are marketing focused. Our simple to use Builder is an interactive software application that lets you map out a site plan that matches your branding; helping you keep consistency across your individual property sites by uploading your chosen layout and using our easy polygon draw tool to define spaces.

The bonus to deal sites is building analytics specific to properties. Get metrics per property site and track key performance indicators that will feed useful data into your selling and leasing practices, and targeted collateral; brochures, email campaigns, and for your overall website.

The most important takeaway from partnering with a CRE platform is that customization is just the wrapping paper covering a large box of usable metrics and key performance indicators. Targeted marketing can generate a lot more than just responses, it can give way to user insights, buyer insights, and CRE market trends.

Easy to Integrate and Navigate

We bet your CRE needs go beyond customization and individual deal sites, you likely have a team of people to manage who would need to be able to use your platform, as well as potential clients who will need to access and navigate around your sites.

RealDash makes it easy to do both.

From centralizing information and managing tasks, to sourcing research and potential buyer information (including contact information and deal preferences), CRE platforms can go far beyond just customizing pages with your logo – they can and should give you actionable data that can help you build funnels and support quality lead generation.

Security Built for your Needs

As CRE models and other sectors move to models increasingly dependent on online platforms and third-party tools, security becomes a greater concern.

Pro Tip: make sure you are carefully checking the security policies and fine print before selecting any partner or provider.

At RealDash, we know security is a cornerstone, and essential for any business to succeed. So we use 2048-bit encryption coupled with real-time data backups to ensure your data is safe and secure. But we also believe in the freedom to customize and work within the security requirements and general needs of your own business model. RealDash makes it possible to have both.

You’ll find that every aspect of the RealDash platform, from our branding to our security features, are all customizable or opt-in.

Getting Started

The final piece to customization is customization. Of course with RealDash you can change your settings and opt into certain features and securities. You can incorporate your branding, involve your team, and perform market research within your parameters. But you can also reach out to us for a demo, learn about our solution first-hand, and start customizing for your CRE needs from the very first conversation.

Register for a demo and see what RealDash can do for you