How Southsource Leverages the Best Commercial Real Estate Tool

Case Study

Apr 12

The Challenge

As a modern Commercial Real Estate Brokerage, Southsource was looking for an out-of-the-box software solution that would make their transaction process easier for them and their clients. They were specifically looking for a solution that could help them manage their existing deals and easily create the deliverables they needed to present to their clients.

Running Commercial Real Estate deals with clients often means that brokers are constantly faced with the challenge of compiling large amounts of information from various disparate sources which must then be presented in a cohesive manner to the client.

We knew there had to be a better way to do business that didn’t involve printing dozens of poorly formatted reports and long email chains. That’s why we set out to create a CRE platform that takes brokers and clients from start to finish in a transaction, without all the headache.

Using a tool like AnthemIQ can help CRE brokerages increase efficiency and accuracy, and improve client relationships. TransactIQ was designed to help commercial brokerages present property options to their clients, manage their book of business, and provide clients with a modern transaction experience.

What is AnthemIQ?

At AnthemIQ, we understand the unique challenges that commercial real estate brokers face when it comes to providing a seamless transaction experience for their clients. From the long, tedious process of compiling, presenting, and modifying listing information to navigating the various attachments and email threads to clients, it’s common for things to get lost in translation.

Our platform is designed to provide a single source of digital truth, allowing for easy tracking and changes over time, while reducing the need for emails and manual processes. Moreover, we work with commercial real estate brokers and brokerages to customize our platform for their specific needs.

Who is Southsource?

Southsource is a boutique commercial real estate brokerage based in Atlanta, Georgia. They pride themselves in forging “win-win” relationships with their clients by guiding startups and building owners through a modern search experience that goes above and beyond their clients expectations. Much like any group of commercial real estate brokers, Southsource was looking for a tool that could help them manage their day to day and enhance client experience.

Prior to hearing about our TransactIQ platform, Southsource spent a lot of time and resources manually creating deliverables and communicating with clients throughout the site selection process:

Manually creating deliverables and presentations based on different sources
Having to keep track of documents and spreadsheets with clients through long email threads
Time spent recreating and updating static materials as the deal progressed.

Now, with AnthemIQ, they’re able to manage all of their deals in one central platform.

How Southsource Uses AnthemIQ

Our Customer Success team sat down for a consultation with Southsource where we were able to take into account the size of their team and each person’s role in the brokerage. This allowed us to provide Southsource with the best tips and uses of the platform for their continued success.

Southsource is a client who went above and beyond by creating a client onboarding video for their clients, which allowed them to easily teach clients to use the platform

AnthemIQ positively impacted Southsource and their clients alike by equipping them with a simple, seamless process. Southsource’s clients are able to browse property options, view proposals, and sign lease documents, in one convenient place.

The Impact of AnthemIQ on Southsource

AnthemIQ has been a huge asset to Southsource in helping them increase their client retention and overall productivity. By providing an intuitive platform that allows for easy deal tracking, collaboration, and decision-making, Southsource is able to provide their clients with a seamless experience that promotes their brand and empowers both their team and their clients.

Southsource clients have shared that they have been able to use the platform with ease which has led to clients returning to Southsource for their next CRE transactions.

Southsource is the perfect example of a team that has leveraged AnthemIQ to its fullest potential. AnthemIQ has allowed them to win more deals in competitive situations, retain clients, and decrease the time they spend on busy work – all the while providing a differentiated experience for their clients.

Interested in learning more about how AnthemIQ can help you get your clients from search to signed lease in a single platform? Contact us today to learn more.