To encourage the storage of structured intel within the platform, enabling teams to access more searchable and reportable insights that drive better decision-making and add greater value.

By prioritising structured intel, teams can unlock the full potential of their data, improving collaboration and creating a more informed and effective workflow.

To effectively update and manage society acquisitions, start by opening a society acquisition, either through the society section or within an interest schedule.

Use the 'Team Intel' feature to store your updates. Ensure you keep tabs on the requirement by updating its status (e.g., Market Search, Out Viewing, Negotiations, Signed).

Specify the target occupancy date to indicate when the client intends to occupy the space. Record the current tenancy details, including their current location, and note the reason behind the requirement to provide context.

Additionally, evaluate and document the quality of the requirement, confirming whether it is a legitimate and actionable need.

This process ensures accurate tracking and valuable insights into each acquisition.

Now everywhere you or your colleagues view this acquisition you'll see this information, you can also filter and export this information too.