Transaction management
Real estate transaction management software built to keep critical deals on track
From site selection to signed lease, your whole team works from the same deal pipeline. No version control. No status update emails.
Track deal stages
Filter by market
Real time updates
Trusted by commercial tenants
Key benefits
Clarity and control across the entire deal lifecycle
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See your entire deal pipeline in one place
Track every deal from site selection through lease execution in one shared pipeline. Instantly see which locations are under review, in negotiation, or awaiting legal action so deadlines don’t slip and opportunities don’t quietly stall.
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One Pipeline. Multiple Stakeholders.
Work from a shared, up-to-date view of every deal with brokers, legal, finance, and operations. Ownership is clear, updates are visible in real time, and deals move forward without endless email threads or status meetings.
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Make faster, more confident deal decisions
Compare rent, TI allowances, and key terms across sites and existing locations. Use real portfolio data to evaluate trade-offs, push back on proposals, and choose the right location with confidence, not gut feel.
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.
ADMIN READY
Executed deals become portfolio leases automatically
When a deal closes, it transitions directly into lease administration with all terms, documents, and critical dates already captured. No re-entering data or passing information between systems. Your deal pipeline and active portfolio live in one connected platform.
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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.
“If we miss a renewal, whether it was a lease we wanted to terminate or one we wanted to renew and the landlord had other plans, that would be pretty significant. We could get kicked out, we have to close a practice. Without the visibility from Occupier, that could be millions of dollars in lost revenue.”
Jim Baron
VP of Real Estate, Rarebreed
VP of Real Estate, Rarebreed
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Clinics
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
Transaction management tracks deals 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 deal moves to "executed" status, Occupier creates the lease record in administration automatically. Lease terms, critical dates, documents, and financial details carry forward. Your deal pipeline and active portfolio are connected in one platform.