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Managing Acquisitions | Crexi Help Center

Managing Acquisitions

All of your listing and lead management dashboards are located within your My Listings portal, under Recent Activity.

The Recent Activity dashboard stores all of the properties you are interested in buying. Listings will automatically be saved to acquisitions when you access information on a property such as an Offering Memorandum, Flyer, Due Diligence vault or Submit an LOI. Listings will also appear in your acquisitions dashboard by saving a listing.

Feel free to use the search bar/filter to help filter through listings you have interest in. Use our Export Properties button to download an excel spreadsheet with all of your acquisitions and hyperlinks back to each property on Crexi.

 

Buyer Tools:

  • Submit LOI - Submit a Non-binding LOI or attach your own LOI
  • Contact Broker button - Contact the listing broker
  • Share button - Share this property with clients or peers
  • OM - Download the Offering Memorandum
  • My Notes - Access any of your private notes left on a listing
  • Remove Property - Remove the listing if you are no longer interested
  • Save Property - Add this specific listing to a saved property group 

 

Need more help? Contact us directly at support@crexi.com or 888.273.0423.

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