success story

success story

Connecting marketing and back-office processes leads to increased productivity at NAI United

Company snapshot

Founded

2005

Location

Sioux City, IA

User since

November 2019

Active users

5

Active listings

85

Key benefit

Connecting back-office processes to marketing

Success story snapshot

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The goals

  • Reduce dependency on Excel spreadsheets
  • Access and share information across teams
  • Replace outdated accounting software 

The approach

  • Implement Buildout’s full suite of brokerage tools to connect marketing and back-office processes 

The results

  • Increased productivity in the area of broker evaluations 
  • Tying marketing with back-office processes made it significantly easier to store and share information across teams 
  • Brokerage was able to increase efficiencies by connecting accounting throughout their entire deal cycle

Robin Venaas is an administrative assistant in charge of handling back-office processes at NAI United, the top-producing commercial real estate firm in Sioux City IA-NE-SD since its first full year of business in 2006.

The NAI United team offers a full range of brokerage services for business, industrial, investment, land, office and retail properties. 

And with decades of experience, NAI United’s agents have earned some of the industry’s top designations—like Society of Industrial & Office Realtors (SIOR) and Certified Commercial Investment Members (CCIM).

As the firm continues to grow and bring on top-performing brokers, it is more important now than ever to have connected systems that make it easy to store and share information, enhance productivity, and improve efficiencies across their entire brokerage. 

NAI United was previously dependent on Excel spreadsheets, a third party back-office program, and outdated accounting software—which ultimately restricted their access and view into marketing and back-office data.

Robin saw a disconnect in their processes because of it. And Buildout’s full suite of tools—Marketing, Deal Management, CRM + Database, and Back Office—was the solution.

They appreciated the support that Buildout provided and their dedication to constantly improving the software—and they knew the same would hold true with the upgraded products.

NAI United branding

Increased productivity with CRE tech

NAI United’s separate software systems were a huge problem. Admins and agents were wasting too much time compiling spreadsheets, tracking their pipeline, and delegating tasks. 

But with the Buildout upgrade, the connected tools made it easier to store and access data—which both decreased time spent on property research and enhanced deal management and back-office processes.

“Along with entering listings, we can now enter buyer and tenant side transactions and other types of commissions or fees, and process all through payment completion. Since database comps flow over to the marketing comps, that has increased the number of comps available to the agents and has greatly assisted in the creation of broker evaluations.”

Thanks to Buildout’s seamless all-in-one software, productivity has increased not only in the area of broker evaluations, but in nearly all aspects of the brokerage.

A connected software that solves problems

Prior to extending their existing Buildout toolset, NAI United struggled with managing and connecting data throughout their entire deal cycle—from marketing initiatives to transaction management. 

But Buildout solved that problem. 

“Buildout is a good product for processing payable transactions, producing reports, and providing comparables. If you are looking for a way to combine marketing and back-office processes in one package, and you appreciate having a good source of comparables at hand, getting the full suite of tools is a great choice.”

And the value of the platform becomes more and more apparent as the NAI United team dives deeper into the all-in-one software.

With Buildout’s full suite of products, NAI United’s teams are more connected than ever, and they have big plans to leverage all of the features and capabilities available to them—like the CRM + Database product.  

At the end of the day, NAI United is committed to prospecting more effectively, winning more listings, and closing deals faster—all with the help of Buildout. 

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Interested in finding out if Buildout could be the right all-in-one software partner for your brokerage? Contact us and we can set up a call to learn about your business needs and the tools that can carry you forward.

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