How JLL Atlanta Became 50% More Effective

Last Updated on May 22, 2024 by Morgan Beard

Jeremy Adams is an Executive Vice President at JLL in Atlanta. He leads a team of brokers assisting various clients like healthcare systems, professional firms, and startups with their commercial real estate strategies. Drawing from his market research expertise, Jeremy provides clients with data-driven market insights and strategic advice.

Adams started using the Occupier software after a client suggested finding a tool to manage real estate deals more efficiently through team collaboration, email alerts, and process tracking. Occupier fulfilled that need, and Adams’ team has been utilizing it daily since then.

Challenge: Technological Inefficiencies

Before using Occupier, Adams and his team faced challenges in managing deals efficiently and leveraging technology for client collaboration. They had to rely on legacy disparate tools like emails, messaging apps, Google Sheets, and document storage systems, leading to disorganization and inefficiencies. 

According to Adams, “realistically, if I’m managing 500 transactions, I’m going to forget some details on some deals but Occupier helps keep me on task with the notes. For example, I can go into Occupier and say to my local broker, we need a market survey by May 12th. And instead of sorting through my sent emails to find this task I am pinged in Occupier when it’s complete or past due.”

Solution: A Tool to Move Deals Forward

Occupier provided a centralized platform for Adams and his team to streamline their real estate deal management processes. With features like team collaboration, automated notifications, task management, and client access, Occupier enabled them to handle more deals effectively.

“I always tell my team our job is to move deals forward,” says Jeremy Adams. The collaboration piece is key in working on new deals. Occupier, automated notifications and task management help keep the team on track. “Prior to using Occupier, I had to turn away 5 new clients a year due to a lack of bandwidth. But, Occupier gives us the ability to do more deals than we ever have before. In the past, we would use an excel spreadsheet project tracker for one client, then use emails or OneNote as a to do list for another client, it was all dispersed in different places. With Occupier we are 50% more effective by working together in-one-place,” say Jeremy Adams.

Benefits of Occupier:

According to Adams, “If you want to increase your efficiency, add to your deal count, and increase your portfolio of clients then Occupier is for you. This software unlocked a new level of efficiency and capabilities for my team. We have been able to save roughly 40 hours per month using Occupier.”

• Increased client bandwidth: With Occupier’s centralized platform, the team could handle a larger volume of clients without compromising efficiency or quality of service.
• Deal workflow  efficiency: The brokerage team could focus their efforts on deal negotiations and deal movement without wasting time on administrative tasks.
• Time savings: Occupier’s integrated solution eliminated redundancy, saving valuable time and reducing the risk of errors due to manual data transfers.
• Better team collaboration: Occupier’s collaborative features allowed seamless communication and coordination among team members, clients, and externals partners.
• Streamlined deal tracking and task management: Occupier’s robust deal tracking and task management capabilities provided a centralized view of all ongoing transactions, ensuring no critical deal steps were overlooked. 
• Enhanced client experience: By providing clients with access to the Occupier platform, the team could foster greater transparency and engagement throughout the deal process.