Dealius Helping an Established Brokerage
Take Its Operations to the Next Level

SUMMARY

NAI Isaac, a Lexington Kentucky based full‐service commercial real estate company focused on property management, retail, office, industrial and land transactions throughout Central Kentucky, was seeking to replace and upgrade their legacy system of tracking broker deals through traditional spreadsheets. Long established as one of the most successful commercial firms in Central Kentucky, NAI Isaac professionals consistently monitored industry tech trends to ensure the firm maintained a competitive edge over other local brokerage firms by identifying and implementing innovative solutions that could take their operations to the “next level.”

CHALLENGE

The firm’s leadership believed strongly that a new system allowing brokers to easily track their deal status and deal pipeline electronically, while streamlining company operations and ensure commissions were paid accurately, would serve as an essential component of their continued growth roadmap. The system had to offer advanced features and tracking mechanisms yet still be simple enough that it wouldn’t be extra work for their professionals to utilize it.

DAVID WOODS

Accounting Manager

We looked at a variety of systems and even had conversations with some competitors, but in the end, Dealius made the most sense for us. The Dealius program is a user-friendly system but it’s built with the scale and functionality we were looking for in both a high-end deal tracker and back office financial management tool.

RESULT

The Dealius system addressed the firm’s requirements yet still created an effortless product that all of their professionals could still easily grasp. NAI Isaac now has the solution they needed and the integrated web-based suite of services Dealius offers is expected to be a difference maker for the entire team by simplifying processes, saving time and delivering measurable value. Deal information is becoming better organized for brokers and overall back office efficiency continues to be enhanced all through Dealius, which will ultimately contribute to the firm’s overall bottom line. The Dealius team worked in tandem with NAI Isaac to build a tailored system that would strike the perfect balance between addressing the firm’s requirements and still create an effortless product that all of their professionals could easily grasp.

DAVID WOODS

Accounting Manager

What impressed us as much as the product was the way the Dealius team was willing to work with us and tackle our specific requests. We’ve never worked with a more responsive team and their ability to promptly address any issues we raised is what really set them apart.

The integrated web-based suite of services Dealius offers is expected to be a difference maker for the NAI Isaac team by simplifying processes, saving time and delivering measurable value. Deal information is becoming better organized for brokers and overall back office efficiency continues to be enhanced all through Dealius, which will ultimately contribute to the firm’s overall bottom line.