Lee & Associates Irvine Leverage AnthemIQ to Streamline and Scale

Case Study

May 11

The Challenge

Prior to using AnthemIQ, Justin and his team were spending excessive time and resources on the creation and distribution of presentations and other information they gathered for their clients. The process involved manually compiling market surveys and mailing 100+ page PDF presentations. Their old process lacked the customization, accessibility, and collaboration that Justin, his team, and their clients needed.

Justin Smith, SIOR and his team at Lee & Associates in Irvine, California have a successful history of tenant representation and portfolio management. In order to better serve their clients, Justin and his team had been searching for a commercial real estate platform that could help them stand out from their competitors and make their internal processes more efficient.

By using AnthemIQ, a commercial real estate platform that helps professionals organize their client-facing deliverables and their client portfolios. Since adopting AnthemIQ, Justin and his team have been able to save time and resources while providing both their team and their clients with a central place for collaboration.

Out with the old, in with AnthemIQ

The CRE platform for efficient & effective presentations

Prior to using AnthemIQ, Justin and his team were spending excessive time and resources on the creation and distribution of information. The process involved manually compiling market surveys and mailing 100+ page PDF presentations, yet it lacked the customization, accessibility, and collaboration that Justin, his team, and their clients needed.

With over 500 assignments completed, representing roughly half a billion dollars worth of consideration, and 7,500,000 square feet, Lee & Associates Irvine has established themselves as a leader in the commercial real estate industry. They needed to find a commercial real estate platform that could efficiently share information with existing and prospective clients.

Having been in the industry for many years, Justin was familiar with the pitch process for many of his competitors, and recognized that, in many cases, the way of pitching and working through deals was virtually the same for many of his competitors. Justin was in the lookout for a solution that could make him stand out from the competition by providing a better customer experience.

Implementing AnthemIQ

In using AnthemIQ, the team can now organize all client-facing deliverables in a single, modern place, which not only saves time and resources internally, but also provides both the team and its clients with a centralized place for collaboration. Each member of Justin’s team as well as the clients’ teams can work together on AnthemIQ’s commercial real estate platform.

Supporting large clients with AnthemIQ’s platform

Add decision makers, vendors, and collaborators – anytime, anywhere

When working with large clients, the team has to address more decision makers from different functional areas. In AnthemIQ, new stakeholders can be invited during the appropriate stages of a deal cycle, so that decisions can be made more efficiently and clients can get into space more quickly.

Justin and his team successfully used AnthemIQ’s commercial real estate platform on a large e-commerce assignment, and were able to present to the whole executive team with the platform. Thanks to AnthemIQ, they were able to go through the site selection, digital survey, tour, add pictures, and videos, and negotiate lease documents quickly and efficiently.

Collaboration doesn’t end with the executive team – with AnthemIQ, Justin and his team were able to easily share the presentation with other members of the team. As an added benefit, with AnthemIQ’s commercial real estate platform, brokers can work with their clients from anywhere.

Better process, better client experience

When a substantial client is on the line, we know it's difficult for anyone to trust a new way process, regardless of whether or not there is promise of improvement.

Overall, Justin and his team are very happy with the improvements they have seen since using AnthemIQ. They have been able to better serve their clients, and differentiate their level of service from that of their competitors.

Justin Smith and his team trusted AnthemIQ as a way to better their clients, and we’re grateful to have a successful partnership as a result.

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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.