Executing the full real estate strategy lifecycle in one place ensures you prepare complete packages and produces a consistent speed to market process. site|folio provides a single, central and secure online repository for your real estate intelligence. Capture all information as you work and quickly pull the latest terms and collateral together prior to the REC meeting – even when deal points are recalculated multiple times and missing information or documents trickle-in right up into the hours and minutes prior to the REC meeting.

site|folio’s scheduling engine provides instant visibility into deliverables and target dates across your and your consultants’ entire workload. For example: When is the final approval package expected for review? Have all supporting documents been submitted? Specialized dashboards and reports inform team members of approaching deadlines and others’ progress, while automated notifications advise associates of hits and misses. Design your own schedule templates to encourage and enforce consistency, or customize milestones where each project is unique.

Having all of your real estate intelligence in site|folio and accessible 24/7 enables approval committee members to preview and dissect deal terms on their own time. Because we track and report all activity in site|folio, you’ll stay informed of who has seen what, and when. Use our comprehensive security model to limit access to only those packages that are ready to be seen.

Complete, consistent packages make the review and approval process easier and more efficient – which translates into quicker, more productive approval committee meetings. Because we understand the value of your committee’s time, our robust reporting engine generates a deal comparison report that compares each site’s critical options, side-by-side for quick overview analysis.