New Ability to create Subleases

New ‘Existing Tenant’ deal type, Sublease, added to Deal Manager. Subleases will show in Voyager as a New deal. Sublessee unit dates must be within the sublessor lease dates. For more information, please feel free to chat in with our Deal Manager support team.

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New Auto-Create Job on specified deal stage

Jobs created from Deal Manager can now be auto created on a specific deal stage. Previously, jobs were auto created at deal execution only.

New Default rent setting on the Property level

Rental rate frequency and type can now be set on the Property level on the Property setup screen. All existing tenant deals entered will automatically show the set rental rate frequency and type by default.

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Enhancement Breakpoint amount entered as flat amount

The Breakpoint amount on Retail lease type deals is now accepted as a flat amount value. Previously, the Breakpoint amount was based on the “Rent Amount Type” specified on the Rent Schedule.

Enhancement Ability to preview Deal Attachments

A new preview button is available for deal attachments. Clicking the Preview button will allow users to view the document within Deal Manager.

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Enhancement Email activity for Attachments via Add/View Activity

Add/View Activity has been added to the Last Activity column for Attachments, allowing for users to create activities for Attachments in the Deal’s Activity Feed.

Enhancement Optional Configuration – ‘Sync most recent unit area’ flag

If flagged, the most recent area entered on a unit’s Area History table will pull into Deal Manager.

Menu set: Company Settings > Import/Export > Sync Settings > Sync most recent unit area.

Enhancement Optional Configuration – ‘Enable Area Decimals’ flag

If flagged, the area for a property or space will show as a decimal value.

Menu set: Company Settings > Deal Settings > General Settings > Settings > Enable Area Decimals.

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New Ability to create custom tokens for Merge Documents

New section, “Merge Documents”, added to Company Settings > Deal Settings > Document Settings. This section allows for the creation of LOI and Lease templates with tokens from our standard token library and the added ability to create custom tokens that do not currently exist in Deal Manager. For more information and assistance with creating a custom token, please feel free to chat in with our Deal Manager support team.

New Voyager Unit Attributes in Deal Manager

Unit Attributes can now be synced in to Deal Manager. For Spaces with unit attributes assigned, the unit attributes can be reviewed on the Space Setup screen. Please note, due to Voyager limitations, only ten (10) unit attributes can be configured. For more information, please feel free to chat in with our Deal Manager support team. Unit Attributes can be set in Voyager using the following menu set: System Admin > Admin > Environment > Unit Fields > Commercial. Deal Manager menu set: Company Settings > Import/Export > Voyager > Unit Attributes.

New Ability to create Custom Menu for companies where Voyager Pin/Database is not selected

‘+Add’ button added in standard menu for companies without a Voyager database connection. The ‘+Add’ button allows users to select from Add Deal, Add Lead, Add Tour, Add Activity and Add Contact.

Enhancement Save without closing proposal on Deals

After saving a deal that was just created, the “Save” button will not close the proposal, allowing users to continue to add Options, Clauses and custom table data after the initial save.

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New Leads Dashboard - Brokerage Leads tab

The Leads dashboard now has a Brokerage Leads tab that is capable of further filtering leads by transaction type, substage, source and stats with the interactive charts on screen.

New Tenant Rep deal - Expenses

Expenses can now be entered on Tenant Rep deals for various lease types.

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New Termination fee for Termination deals

A termination fee field has been added to Termination deals. Termination fee amounts are to be added as a flat amount value.

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New Space Encumbrances report

A new report, Space Encumbrances, has been added to the available reports in Deal Manager. Similar to the Portfolio Encumbrance report, the Space Encumbrances report shows encumbrances by space.

Enhancement Leasing Activity Report PDF – Last Activity

The 3 latest activities on a Deal now show on the Leasing Activity Report PDF Export.

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Enhancement Leasing Activity Report – Clear All Columns/Multiselect

Users can now easily clear all repot columns and select/deselect multiple columns in succession on the Leasing Activity Report.

Enhancement Leasing Activity Report - Termination Fee column

In addition to the Termination fee being added to Termination deals, the Leasing Activity report now has a column displaying Termination fees.

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Enhancement Milestones – Previous Milestone Completion Required

Milestone steps can now be set to have the previous step completed before the next milestone is able to be completed, preventing users from completing milestone steps out of order.

Enhancement Milestones – Reopen Milestone

Users are now able to reopen a milestone that has been completed, creating a new task for the reopened milestone.

Enhancement Milestones – Select Property List at Milestone setup

Property lists can now be selected when creating Milestone templates. Previously, milestone templates allowed for the selection of individual properties only.

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New Free Rent and Rent Escalation added to Approval Requirement Criteria

A range of values can be set for the Total Free Rent amount and Escalation percentage under Approval Requirement Criteria when editing Approval Requirements.

New Market Column Economics added to Approval Requirement Criteria

Market Rent, Market NER, Market IRR and Market TI added to the Approval Requirement Criteria. An acceptable variance range can be set to control whether the approval step will show on a deal based on the specified Market values.

Enhancement Map Attachments and Images to same SharePoint folder

Attachments and Images can now be mapped to the same SharePoint folder per SharePoint object in Document Settings > SharePoint Folder Mappings.

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Enhancement Search by Deal ID on Deal Dashboard and Global Search

For clients with “Show Deal ID on Deal Dashboard” flagged in Company Settings, the Deal ID can now be used to search on the Deal Dashboard and Global Search.

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Enhancement Approval Request Email includes property address and unit numbers

The Approval Request email now includes the property address and unit number(s) for the deal.

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Enhancement Ability to hide Deal Stages based on transaction type

For Brokerage clients, available Deal Stages can now be configured per Transaction Type.

Enhancement Expenses pop-up on Proposal Comparison screen

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Enhancement Stacking Plan - Review Option for Encumbered spaces on Unit Information flyout

A hyperlink has been added to the “Options on Lease” section of the Unit Information flyout that opens from the Stacking Plan, allowing users to review option specific information for the encumbered space.

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Enhancement Add Space from initial Inquiry when clicking Add Proposal button

When adding a proposal to a lead, the space that was entered in the Initial Inquiry information field will pull into the proposal under “Proposed Spaces”.

Enhancement Approval Request Email subject line changed for Watchers/Leasing Agent

Approval Request and Approval Reminder email language has been changed for watchers and leasing agents. The language of the email has changed to Approval Request Sent and Approval Reminder Sent, respectively.

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New Ability to edit Signees after Legal Document is sent for eSignature

Users can now transfer signees after a legal document has been sent out for signature. In the eSign Status window, select the 3 dots in the “Action” column and select “Transfer Signee”. From the Transfer Signee window, a new signee can be configured or an existing user or contact can be added for the signature request to be transferred to.

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New ‘Go to Deal’ link on eSignature completed email

The eSignature Complete email now contains a link to the deal where the completed lease document originated from.

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New Deal Link Token

· <<DealLink>>

o This token will print the hyperlink to the deal in Deal Manager.

New Deal Amendment ID Tokens

· <<DealAmendmentID>>

o This token will print the CommAmendment record of the active proposal.

· <<DealAmendmentModifiedID>>

o This token will print the CommAmendment record of the Amendment being modified by the active proposal.

New Termination Fee Token

· <<TerminationFee>>

o This token will print the Termination Fee as entered in the Termination Fee field on a Termination deal.

New Transaction Type Tokens

· <<Expected_Close_Date>>

o This token will print the Expected Close Date as entered on a Sale transaction type deal.

· <<Expected_Sales_Price>>

o This token will print the Expected Sales Price as entered on a Sale transaction type deal.

· <<Deal_Commission>>

o This token will print the commission amount and commission type (i.e. 10% or 10$)

· <<FeeType>>

o This token will print the Fee Type as entered on a Fee transaction type deal.

New Deal Economics Tokens

· <<TotalRentIncExpenses_AllUnits>>

o This token will print the combined total lease value for all units on a deal.