LeaseUp’s CRE deal platform is full of features that help you and your team better collaborate with each other, and with your clients. Below is a brief overview of LeaseUp’s main features, how they work, and how they fit into your workflow.

Table of contents

When you log in to LeaseUp, you will see a personalized homepage. The main part of the page is the project list, where you can see an overview of all of your LeaseUp projects. For each project in the list, you’ll see the client, search requirements, and current status.

Above that is a list of recent items, which makes it easy to pick up where you left off the last time you were using LeaseUp. For example, you can see a quick link to a survey you are in the process of editing.

Since a lot of teams are viewing/sharing surveys frequently, there is a list of all of your LeaseUp surveys at the bottom of the page as well.

Projects are the main way to organize work in LeaseUp. You can think of them as folders where things like surveys and tour books live. Projects are shared between team members and clients, everyone added to the project will have access to its contents.

Project pages are where you can edit all of the details of a project. You can set the project status to ‘Draft’, ‘Search’, ‘Proposal’, or ‘Signed’ to keep track of what stage the project is in. You can also add search requirements to give a quick overview of the current search.

The main part of the project screen is a list of surveys. Surveys can be hidden from your client in case you want to remove a survey without deleting it, or when you are working on an additional survey but aren’t ready for your client to see it yet. They can also be used to shortlist and refine your search as the project progresses.

The survey page is designed to show all available options at a glance. There are two views: card view, which emphasizes photos as the primary piece of information, and table view, which shows a truncated list of building/space data.

Market data can be added to a survey manually using a building’s address, or automatically using our CSV import tool. You can continue to refine and edit the data after it’s been uploaded because surveys in LeaseUp are dynamic, and can be updated any time market data changes or is updated.

The activity feed on a survey also allows your team and client to have conversations about the options presented in the survey. From the card view of a survey, or from a building page, a client can mark a building as a favorite or not interested. If they do, this will show up in the activity feed.

The building page is where the full market data for available options is presented to your client. The building details included on the page are all of the building fields, building photos, and neighborhood photos you’ve added for that specific building. You can also add building flyers or other documents in the attachments section.

If there are spaces in the building, those will show up in the spaces section, along with all of the space fields, space photos, and floor plans you’ve added.

Comments are a good place to have a conversation with your client about a specific building. They are often used to ask/answer questions, or to take notes while on a tour. You can add text or photos to a comment, which is especially helpful when building/space photos need to be more specific.

Our comparison feature lets you easily create and share side-by-side views of buildings and spaces in a single page.

The comparison page can be accessed from a survey or building page. When accessed from a survey, you can compare all buildings/spaces at the same time, or select a subset to compare. When accessed from a building page, you will see a comparison of all spaces in the building.

The page itself is dynamic, meaning you can change the order of buildings/spaces, show/hide/rearrange fields, and even add/remove buildings and spaces to the comparison.

Each time you use the comparison feature, it’s captured as a link so you can save or share your current view, including all of the settings and changes you’ve made to the page.

The PDF creation tool allows you to create polished PDF surveys or tour books automatically from data you’ve added to LeaseUp. This is accessed from the navigation area of a survey. Once you open the tool, you will see a preview of the PDF along with all of the page types and page settings.

Page types can be added or removed so you can make the PDF as concise or as thorough as your client needs. Each page type has a series of settings that allow you to do things like add broker contact to the cover page, change the layout/design of a page, and rearrange or show/hide fields on a building or space detail page.

The PDF settings allow for more customization. From there, you can toggle between portrait and landscape layout, and upload a client logo to appear on just the cover, or on every page.

My Stuff collects everything you’ve created in LeaseUp, including projects, surveys, and clients. Think of it as your personal workspace, where you can add, edit, or delete your stuff in LeaseUp.

You can also see all of the surveys that have been shared with you, along with the associated client and project.

Admin accounts manage the work for the entire company from the admin section. From the users tab, admins can add and remove users. The admin section is where you can create a LeaseUp account for anyone on your team that doesn’t have one.

Admins can manage and edit all of the surveys for the company from the admin panel, including transferring ownership of a survey from one user to another.

If you’re on a white-labeled account, the admin panel is where you can edit the theme colors, change the brokerage name, and add a company website and favicon.

The account settings page is where you can edit details about your account like your photo, name, email, or phone number. This is also where you can change your password.

When you and your team are working with a client, every action someone takes will be sent as a notification to your email, so that you don’t miss any activity. You can update notifications settings from the notifications tab of account settings.