Deal Tracker
Close deals faster. Open locations quicker.
From site selection to signed lease, Deal Tracker keeps every stakeholder aligned, every decision documented, and every transaction moving.
Track deal stages
Full team visibility
Real time updates
Trusted by commercial tenants
Key benefits
Clarity and control across every transasction
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See every deal in one place
Track every location search, lease negotiation, and renewal from start to finish in one shared pipeline. Know exactly which transactions are in progress, who is responsible for the next step, and what is at risk of slipping.
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Every stakeholder on the same page
Brokers, legal, finance, and operations all work from one shared transaction record. Brokers get a focused view of only the transactions they are working on, with the ability to upload proposals and update status directly. Your internal team sees every change in real time.
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Make faster, better-informed decisions
Compare locations side by side and benchmark proposed terms against your existing portfolio. When you need to explain why you chose a location or what the rent reflects, the data is already there. Faster decisions, better outcomes, and a clear record for the team, especially for audit season.
"Occupier's Deal Tracker product gives our real estate team a holistic perspective into the full lease transaction lifecycle. I can track a deal and measure how the rent is escalating or deescalating. Occupier is central to the daily work of our Real Estate team, easily saving us 260+ hours on deal making tasks annually."
Rebecca Fitts
Vice President of Real Estate, Leap
Vice President of Real Estate, Leap
115+
Stores
REAL ESTATE TRANSACTIONS
End-to-end transaction management for real estate teams
DEAL PIPELINE MANAGEMENT
One Pipeline. Every Deal. All Stakeholders.
Manage every real estate deal from early planning through lease execution in a single, centralized pipeline. Each deal includes its own workspace for brokers and internal teams to collaborate and share updates. Invite stakeholders only to the deals they’re involved in, and quickly view or filter the pipeline by market, stage, or timing to see what’s moving and what needs attention.
SITE ANALYSIS
Compare every site. Choose with confidence.
Compare sites, availabilities, and existing locations using a shared, interactive view of all relevant deal data. Review rent, square footage, TI packages, key lease terms, floor plans, building details, broker contacts, and comps in one place—so teams understand trade-offs clearly and move site selection decisions forward with confidence.
real-time COLLABORATIve
Stop managing deals through email
Bring brokers, legal, finance, and internal approvers into the deal itself. Share documents, assign next steps, and track updates in one place. Communication stays tied to the deal. Momentum doesn't die in an email thread.
How it works
Transaction management in 3 simple steps
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01. Define the deal and align the team
Create a deal, capture the business need, define timing and milestones, and bring the right internal stakeholders and brokers into the process from day one. Ownership, expectations, and communication are clear before work begins.
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02. Identify and evaluate market options
Review availabilities in the market, compare sites, and narrow from long lists to tours to a focused short list. Evaluate space, building details, economics, and fit in one place so teams align quickly on which locations are worth pursuing.
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03. Negotiate, align, and close
Track proposals, negotiations, and back-and-forth with landlords while keeping all stakeholders aligned on terms, space decisions, and trade-offs. Centralize documents, comps, and approvals so negotiations move forward efficiently and executed deals reflect shared agreement.
Occupier Lease Management
Ready to see Occupier in action?
Learn how Occupier centralizes lease data, automates critical workflows, and keeps real estate and finance teams aligned without compromise.
Boston HQ
Size:
15,000 sq ft
15,000 sq ft
Renewal options:
90 days notice
90 days notice
Lease expiration:
March 2026
March 2026
Status:
Action required
Action required
Amend Lease
Set Alert
Frequently Asked Questions
Deal Tracker tracks transactions before they become leases: site prospecting, LOI negotiation, broker collaboration, and financial analysis for potential locations. Lease administration manages executed leases: tracking critical dates, renewals, payments, and compliance. Occupier connects both so when a deal closes, it automatically becomes an active lease with all terms and documents already captured.
Transaction management software centralizes all your site evaluation criteria: financial projections, demographic data, comp analysis, site photos, and floor plans. You can compare potential locations side-by-side against each other and your existing portfolio. The software tracks which sites passed through evaluation and which were rejected, building institutional knowledge about markets you've evaluated.
Yes. You can invite external brokers to specific deals so they can upload proposals, update status, and communicate about opportunities without endless email chains. Brokers see only the deals they're working on, not your entire portfolio.
Occupier organizes deals into customizable stages: prospecting, site visit, LOI submitted, lease negotiation, legal review, executed. You see your entire pipeline at a glance with visual boards or lists. Filter by market, timeline, or deal stage to answer questions like "What deals close this quarter?" Tasks and approvals are tracked within each deal.
When a transaction closes, you can create the corresponding lease record in Occupier directly from the transaction. The deal history, documents, and context from the negotiation stay connected to the lease, giving your team a complete record from first site visit to active portfolio entry.