Real Estate Solutions
Full service portfolio management
We have deep experience working with commercial and residential REITs and Real Estate firms to manage their property management lifecycle.
Our solutions leverage the power of Salesforce to create one central hub for all information about your properties so that your staff can manage the fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals. We also extend this power to tenants, property managers, and service teams through custom portals to provide a great client experience.
Improve Visibility in Property Portfolios
Provide deal professionals and brokers with tools to understand their properties, units, financials, and key metrics.
Automate the Lease Renewal Process
Create a more efficient lease management process by creating renewals and reminders based on term and amendment dates.
Provide Seamless Integration
Leverage integration to daily sales and trading platforms, data warehouses, and commission systems so all business-critical information can be in one location.
WE ARE PROUD TO ANNOUNCE
Silverline is a Salesforce Master Partner in the Financial Services Sector.
Learn MoreFeatured Real Estate Solutions
DELIVER EFFECTIVE, STRATEGIC SERVICE
Lease Management Lifecycle
For both our residential and commercial Real Estate clients, Lease Management is one of the most challenging and time-consuming day-to-day activities. From the moment you acquire a new property and catalogue its units, to the time that a tenant wishes to extend a lease or combine units together, we leverage the Salesforce platform to address each of these needs.
By streamlining the Lease Management process, our Real Estate clients can provide better service to their tenants and ensure continued satisfaction.
Our custom solutions offer:
- Easy search and view tools to find units and properties that will appeal to your prospective tenants
- Centralized tracking capabilities to monitor, manage, and report on in progress or upcoming new and renewal leases
- Integration with e-signature and document generation apps to increase efficiency for all necessary paperwork
Property Management Portals
In helping our Real Estate clients build out their Property Management Portals, our key goal is to innovate and transform the way they can work together to maximize the tenant experience – and your property portfolio ROI.
Efficient and effective Property Management is one of the most important goals for so many of our Real Estate and REIT clients. We build custom portals using Community Cloud technology to extend Salesforce directly into the hands of service teams and onsite staff. Our custom solutions offer:
- Increased mobility so that onsite staff can have tools at their fingertips on tablets and smartphones
- Robust workflow automation to capture and route work orders, tenant requests, and lease renewals
- Seamless collaboration so property managers can work more efficiently with your office staff
Salesforce + Financial Services
News, TIPS & TRICKS AND MORE
Customer Journey Orchestration for the Retail Bank of the Future
Jan 14, 2019
Geoff Merrick Joins Silverline as SVP and GM of Financial Services Industry Practice
Dec 11, 2018
Dreamforce 2018 for Financial Services: Unify the Experience, Unlock Loyalty
Oct 3, 2018
3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
Sep 19, 2018
Silverline’s Financial Services Team is Ready to Meet You at Dreamforce
Sep 10, 2018
Start Building Stronger Customer Relationships with Financial Services Cloud
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Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
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