CASE 11
Real Estate Deal Intelligence
Brokers used to dig through three sprawling spreadsheets to find a comparable deal. The delivered portal now carries 9,099 searchable property records, mapping, filters, comps, and reports.
- Role
- Data unification, mapping, and product delivery
- Client
- A national commercial real estate firm
- Year
- 2026
- Stack
- Web app · Interactive mapping
- Status
- Delivered
01 The problem
A commercial real estate team tracked thousands of deals across three large spreadsheets. Finding one comparable deal meant scrolling all three for an hour, filtering by hand, and hoping the numbers were still current. Every comp set was rebuilt from scratch. Every client report was assembled by hand. The team owned years of real, valuable data and almost none of it was searchable. The market was sitting right there in the files and nobody could read it fast.
02 The system
A deal intelligence portal. Every property sits on a searchable national map, colored by status, with live totals for volume, cap rate, and occupancy. A broker types a region or an asset type and the map and the numbers move together. A comp engine pulls matching sold and on-market deals on any mix of filters, so a comp set that used to take an hour now takes seconds. A benchmarking view scores one property against its submarket and shows where it sits on rate, risk, and size. When a broker is ready, the portal exports a branded PDF or Excel report for the client in one click, no manual build. I shipped eleven working modules in all.
03 How it holds up
The current source dataset contains 9,099 property records across eleven working modules. Eight team roles receive scoped views, and the activity history records who changed a record and when. I built the portal on the firm’s own data and delivered the product with search, mapping, comps, benchmarking, and export in place. Each property now has one record that owns the answer, the same rule that keeps real-time data honest.
04 The result
Brokers now find any comp in seconds on a map instead of scrolling three spreadsheets for an hour. They score a property against its submarket and hand a client a clean, branded report on the spot, the kind they used to build by hand. Three spreadsheets became one place to read the whole market, and the data sells the deal.
05 Frequently asked questions
How do you make 9,099 commercial property records searchable?
The source dataset is normalized into property records that power search, filters, mapping, comps, and portfolio totals. The current delivered repository contains 9,099 records, verified on July 24, 2026.
How does a comp engine speed up commercial real estate comps?
The comp engine pulls matching sold and on-market deals on any mix of filters: region, asset type, cap rate, lease risk, and size. Stack the filters, and the deals that match come back at once. A comp set that used to take an hour of spreadsheet scrolling now takes seconds.
Can brokers export branded client reports from the portal?
Yes, in one click. A broker scores a property against its submarket, then exports a branded PDF or Excel report ready to hand to the client. The reports that used to be assembled by hand now come straight out of the portal, built from the same live data.
Do you need a long rollout to move off spreadsheets?
The portal was built around the firm’s own source files and delivered across eleven working modules. The current repository contains 9,099 property records. Data cleanup and review remain part of maintaining any live property dataset as new records arrive.
· How it works
- 01
Open the portal
An access code unlocks a private workspace built for the brokerage team.
- 02
Read the map
Every property sits on a national map, colored by status, with live deal totals across the top.
- 03
Filter to the deal
Narrow by region, asset type, cap rate, lease risk, and size, and watch the map and the numbers react.
- 04
Build a comp set
Stack filters in the comp engine to pull the sold and on-market deals that match.
- 05
Benchmark and export
Score one property against its submarket, then export a branded PDF or Excel report in a click.
· Results
- Properties
- 9,099
- Modules
- 11
- Roles
- 8
1. The current source dataset contains 9,099 property records, verified in the delivered repository on July 24, 2026. The retained property-detail screenshot does not display that total.
2. Eight team roles, a full record of who changed what, and one-click branded reporting for clients.