Real Estate Deal management
Close deals faster. Open locations quicker.
From LOI to signed lease, Deal Management keeps brokers, legal, finance, and your real estate team aligned on every new location and renewal, with every decision documented.
Track deal stages
Full team visibility
Real time updates
Trusted by commercial tenants
Key benefits
Clarity and control across every deal
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See every deal in one place
Track every location search, lease negotiation, and renewal from start to finish in one shared pipeline. Know exactly which transactions are in progress, who is responsible for the next step, and what is at risk of slipping.
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Every stakeholder on the same page
Legal, finance, operations, and outside partners all work from one shared deal record. Invite each person only to the deals they're involved in, and your internal team sees every change in real time.
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Make faster, better-informed decisions
Compare locations side by side and benchmark proposed terms against your existing portfolio. When anyone asks why you chose a site or what the rent reflects, the answer is already on record.
"Occupier's Deal Management product gives our real estate team a holistic perspective into the full lease transaction lifecycle. I can track a deal and measure how the rent is escalating or deescalating. Occupier is central to the daily work of our Real Estate team, easily saving us 260+ hours on deal making tasks annually."
Rebecca Fitts
Vice President of Real Estate, Leap
Vice President of Real Estate, Leap
115+
Stores
Deal management features
End-to-end deal management
for real estate teams
DEAL PIPELINE MANAGEMENT
One pipeline for every deal and stakeholder
Manage every real estate deal from early planning through lease execution in a single, centralized pipeline. Quickly view or filter the pipeline by market, stage, or timing to see what’s moving and what needs attention.
SITE COMPARISON
Compare every site. Choose with confidence.
Compare sites, availabilities, and existing locations using a shared, interactive view of all relevant deal data. Now, teams understand trade-offs clearly and move site selection decisions forward with confidence.
REAL-TIME COLLABORATION
Every deal conversation in one place
Bring brokers, legal, finance, and internal approvers into the deal itself. Share documents, assign next steps, and track updates in one place. Communication stays tied to the deal. Momentum doesn't die in an email thread.
What real estate deal management software does
Real estate deal management software tracks every new location and renewal from the first site search through LOI, negotiation, and signed lease. It replaces the spreadsheets, email threads, and Slack messages most teams use to follow deals, so everyone involved works from one pipeline. In Occupier, a closed deal becomes a lease in lease administration, and a lease coming up for renewal creates a new deal.
How it works
How a deal moves from LOI to execution
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1. Plan and shortlist
Capture the business need, timing, and milestones, and bring in the stakeholders who need to weigh in. Review availabilities, compare sites side by side, and narrow to a shortlist.
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2. Negotiate and approve
Track LOIs, proposals, and landlord negotiations with the deal. Compare terms against comps and your existing portfolio, then route the deal through your approval chain.
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3. Execute and hand off
Store lease drafts with the deal, track close and build-out milestones with reminders, and when the deal closes, Occupier creates the lease automatically.
What a real estate deal workflow covers
- A business case for each new location, relocation, or renewal, with timing and an owner
- Side-by-side site comparison on rent, square footage, TI, CAM, and key terms
- Every LOI and proposal round, kept in one record
- Internal approvals and sign-off chains before anyone commits
- Lease drafts and documents stored with their deal
- Execution, close, and build-out milestones with deadline reminders
- Closed deals handed off to lease administration automatically
Occupier Lease Management
Ready to see Occupier in action?
Learn how Occupier centralizes lease data, automates critical workflows, and keeps real estate and finance teams aligned without compromise.
Boston HQ
Size:
15,000 sq ft
15,000 sq ft
Renewal options:
90 days notice
90 days notice
Lease expiration:
March 2026
March 2026
Status:
Action required
Action required
Amend Lease
Set Alert
Frequently Asked Questions
Deal Management tracks transactions before they become leases: site prospecting, LOI negotiation, broker collaboration, and financial analysis for potential locations. Lease administration manages executed leases: tracking critical dates, renewals, payments, and compliance. Occupier connects both so when a deal closes, it automatically becomes an active lease with all terms and documents already captured.
Create a deal for each new location as soon as the business need is defined, then move it through stages as sites are toured, LOIs are exchanged, and terms are negotiated. In Occupier, proposals, documents, and approvals all live in the same deal record, and once the lease is signed, you create the lease record from the deal with its history attached.
Occupier keeps every site you're considering in one place: rent, square footage, TI packages, key lease terms, floor plans, photos, and comps. Compare locations side by side and against your existing portfolio, alongside findings from your location analytics tools. Occupier also records which sites passed evaluation and which were rejected, building institutional knowledge about every market you've explored.
Yes. You can invite external brokers to specific deals so they can upload proposals, update status, and communicate about opportunities without endless email chains. Brokers see only the deals they're working on, not your entire portfolio.
When a deal closes, Occupier automatically creates the lease record, with the deal's documents and negotiation history attached. Your team has a complete record from first site visit to active lease, and that history carries forward when the lease comes up for renewal.
Last updated: October 1, 2026