Occupier

Avantages

It is easy to check the documents, and the systems follow with reminders of the lease terminations/renewals

Inconvénients

It will be great to have a section dedicated to property insurances, once it is almost mandatory to have one when we are talking about contract lease.

Avantages

Occupier has great customer service from our Sales Account Rep. to our Account Executive and implementation team, all have been great, knowledgeable, and helpful. The product is straight-forward and makes viewing and using easy. Also, Occupier gave us the option to enter all of our agency's leases into the Occupier system at startup which was helpful. Price was very good.

Inconvénients

There are no negatives right now as we recently acquired the product.

Alternatives envisagées 

Pourquoi passer à Occupier

Avantages

Product is extremely easy to use and update. Our clients interactions on it seem to be quite good too.

Inconvénients

We need to better be able to communicate critical dates with our clients. I find the deal management screen should be customizable with what you want to show and it is lacking in features. Also, a daily digest would be incredibly handy but we have not got that yet.

Avantages

Simplistic nature of the tool and ability to share with the client. Captures all major components and data points for which the product is intended for, mainly being site location and analysis.

Inconvénients

Missing some important input functions in the site selection window i.e. delineation of Base Rent and NNN's; Warehouse vs. Office square footage for flex space, building library to select commonly used buildings for multiple surveys.

Would like a master dashboard showing all my clients and upcoming lease expirations, option dates, etc.

Avantages

Occupier has changed the way in which I help manage real estate and pipeline for my clients. There is a place for a spreadsheet, just not when it comes to managing a pipeline.

Inconvénients

The proposal summary tool could be improved slightly to account for retail type deals.

Avantages

It helps me and my team manage more deals, which means more revenue for everyone and happier clients.

Inconvénients

There is not anything that I would change about this software at this time.

Avantages

I enjoy the dashboard the most, because seeing the quick quantitative facts of each individual client / deal that is on the dashboard. I also enjoy the pipeline system that shows where it is in the process and what has been completed.

Inconvénients

When inputting some of the information, it is hard to skip over some of the categories as well as finding ways to present the data in an organized way when exporting it to Excel.

Avantages

Layout is clean and easy to navigate, compared to a couple of other lease management programs its much easier to read.

Inconvénients

When you are organizing the status bars (name, update, priority, etc.) it will always default from first added to last added in deal tracker. Would like an option were when you log in it sticks with whatever you had previously asked the filter to organize as.

Avantages

Occupier's platform has helped many mid to large sized companies that I represent organize the details of their portfolio. The platform was quick to role out and easy for companies to get up and running.

Inconvénients

The company is young so their are a few features that are still being developed. With that said, everytime my clients have asked for something to be added/changed they have responded quickly and positively.

Avantages

The system is easy to use, easy to learn and the reminder alerts are fantastic.

Inconvénients

There isn't anything I don't like - might be too simple for some users.

Avantages

The best feature is creating an ecosystem for transactions. Occupier allows you to keep all documents, surveys, tour books, analysis, plans and other data points all in one place/ecosystem. No more searching emails or shared company drives to find a document. Everything is filed under a logical grouping for ease of access. The communication tool which connects all teammates to the same ecosystem forces team accountability without any one person having to be the manager or process pusher. Everyone's role and delivery dates are clearly outlined and communicated. Slackers can't hide.

Inconvénients

Making the product even more intuitive is the next step in the user experience. Some of the inputs are a bit cumbersome to fill out but can be made more efficient in future iterations.

Avantages

Very easy to use and the product is evolving in thoughtful and useful ways. Very happy.

Inconvénients

The ability to adhere to the new accounting rules will be helpful.

Avantages

Implementation team - supportive throughout the whole process

Inconvénients

Some of the clauses were incorrectly classified, and the correction is taking a little longer than I think it should

Avantages

The reminder of when the lease terminates-now I need to know the notice period and when to give notice to the landlord.

Inconvénients

I would like the software to store and enable floor plans-2D graphics. It does not do this

Avantages

I like the way it looks, clean and shows well to clients

Inconvénients

I wish there were better export features

Avantages

The ability in easily input lease data and to set reminders for critical dates.

Inconvénients

There are some inputs that should be drop down options rather than typing in info, and a few inputs that need to be more easily customized. But I believe all of those issues have already been resolved by the Occupier team.

Avantages

East to locate leases, and the details within. Customer assistance is TOP NOTCH

Inconvénients

Not always that easy to upload and add an lease renewal to an existing location. Would like to have an easier system for that option.

Avantages

The user experience. The ease of use and the workflow.

Inconvénients

Nothing, it is all seamless and is well thought out.

Avantages

- ease of use
- abstracting services
- client service

Inconvénients

- would like more reporting options
- add Legal to deal stages