Shared Inbox Hacks

Shared inbox software is becoming more prevalent. A core part of CRE OneSource is opening access to the deal files, emails, and all the back up information pertaining to every transaction. Our platform offers WAY more than just sharing an inbox. There are however ways to maximize the sharing. Below is an article about best practices for shared inboxes.   Here are our favorite hacks: Sharing allows for GREATER insights as you get to see what everyone is actually doing and working on. Use this to speed up the process, find blind spots, and simply nudge people who are not keeping up. Make folders. Organization, clarity, and purpose make everyone’s life better.  Accountability.  This makes us all better. Charlie Coppola [email protected]   7 Shared Mailbox Best Practices You Can Put Into…

Cycles Always Happen

In today's episode of CRE - The Unspoken Truth, we discuss a very important topic: Communicating with Clients Through Changing Market Conditions. Real estate is not the stock market, it doesn't trade on a daily basis. There are big waves of cycles. And it's important to look at deals through all perspectives to come to a win-win-win outcome! Let us know if you have any tips for communicating with your clients during changing market cycles. [embedyt][/embedyt]

Time to Automate

Inflation, rising interest rates, and shaky markets have a recession looming on the horizon — these are uncertain times for everyone. So where do you turn when outside factors make work stressful? According to this below article by Forbes, the answer is automation. In the article below, the restaurant industry shows us why automation is a lifeline in a downturn. When the restaurant industry was hit hard in the early days of the Covid-19 Pandemic, we saw innovative restaurants looking to increase efficiency turn to: QR Codes Contactless Payment Online Ordering While the restaurant industry was forced to automate to survive, other industries should not wait for the crisis to hit. Get ahead of the curve, automate now and dominate the competition.  If you are interested, please read more below.…

Don’t Get Left Behind in the Tech Revolution

Businesses are constantly looking for new ways to gain an advantage over the competition, and Commercial Real Estate is no different. However, there is an odd trend in CRE related to technology adoption. As of 2020, only 28% of executives had adopted more than one technology solution. Many professionals may believe that the time to adapt has already passed, and it is too late to get ahead of the curve. But looking at commercial real estate, that idea is proven false. There is still a huge opportunity to integrate technology into your business to give you a massive leg up, but that time is running out. Below is an article explaining why CRE has fallen behind in tech adoption, and how the industry can begin to catch up.  Some of…

5 Things You Need for the Perfect Home Office

After over two years of a pandemic that sent most office workers home, there is still a large portion of the workforce working remotely. Whether this is the new normal or still only a temporary solution, it’s past time to ensure you have a home office that can support you and the work you do.  Between Zoom meetings and emails, your home office is the new board room, and your chance to present yourself to employers, direct reports, and potential clients. A dim room with a fuzzy screen and glitching audio aren’t going to do the trick.  Here are 5 items I used to outfit my home office that you should invest in to create a professional space that matches the quality of your work.  Camera Almost every computer today…

Embracing Change (Management)

Change is inevitable. Below is an article about change management, which is “The practice of applying a structured approach to transition an organization from a current state to a future state to achieve expected benefits.” It is a strategy to help the employees in the organization embrace inevitable change.  The article focuses on the reasons to embrace Change Management, but also describes why change is something that can be positive for businesses. Below are some of my favorite benefits to change and change management: Resource Efficiency Improved Morale Fostering Stability Increased ROI If you are interested, please read more below.  Charlie Coppola [email protected]    8 Reasons to Embrace Change Management Continual evolution is the key ingredient for meaningful growth in the business world. At the same time, it can be…

5 Ways to Improve Technology Adoption in Your Organization

Have you ever had trouble getting employees to adopt new technologies? So have many others, for various reasons. Below is an article outlining the different reasons employees are reluctant to adopt new tech, as well as a few strategies to change their minds. Technology is not going anywhere, and it’s important to get employees on board with the change.  Ideally, your company should be near 100% on the technology adoption curve. A few ways to get there are: Clearly communicate the change and its benefits to employees Ask employees about their needs Consider the user experience for new solutions Take change management one step at a time Provide world-class IT support to your employees At OneSource, we provide hands-on training for all employees and have our Customer Success team available…

How to Build High Performance Teams

Building High-Performance Teams I realized pretty early on that no man or woman is an island in the world of business. We all need a team around us to support us, grow with us, and take us further than our own limitations. When we began building up OneSource, we knew early on that we needed a high-performance team to help the business grow.  Actually building that team, however, was a whole different ball game.  Long-Term Commitment It’s easy to make mistakes when building a team. Oftentimes we bring on the wrong people who fizzle out quickly, or we hold onto the wrong people for too long, not realizing until it was too late that they were holding the business back. But building the perfect team doesn’t happen overnight. Our team…

Office Zero

The office has changed forever. No longer is it the center of company life. Now, the center of a company is its people. As Zoom rooms replace conference rooms, and bedrooms replace cubicles, people and work are the only constants in the business world.  The article below discusses the concept of Office Zero, the hybrid model that allows people to work from wherever they want. Some benefits to this model include mental health, reduced carbon footprint, reduced rent for office space, and increased access to talent.  Whether you like it or not, the hybrid model is here to stay. If you are interested, please read more below.  Charlie Coppola [email protected]  Office Zero: The Future of Work Is Not About the Office  Joshua Peskay: May 16, 2022, 1:19:03 PM The rise…

Building Relationships

CRE OneSource CEO, Craig Coppola talks about tracking his time over the past 2 decades with his son and CRE OneSource COO, Charlie Coppola. Craig shares the mistakes he’s made and lessons he’s learned over his 30+ years in the industry. [embedyt][/embedyt]

Why Does Culture Matter?

Often understated in the bottom line of a company is the importance of solid company culture. Being the COO of a startup in 2022 has not only shown me how a strong culture can carry a company but also how a weak culture can ruin one. At OneSource, we recognize that our culture is the foundation of everything we do. Our investors and customers have decided to work with us because of our culture and their interactions with our team. Below is an article on the topic of team building, and why it should be a priority for every company. My favorite reasons are that it: Fosters Creativity Promotes Healthy Competition Resolves Conflicts What do you want people to say when they see how your team interacts? How do you…

Respond Mode vs. React Mode

Anyone who works in the Commercial Real Estate industry is familiar with react mode. It’s a vicious cycle that keeps you one step behind, unable to get ahead. You work through the weekend, catching up on emails and updating your to-do list, but when Monday morning rolls around, you get a call at 8 am that completely changes your day. Now, you’re spending the rest of the week being pulled in multiple directions, falling behind on all the tasks you had intended to accomplish.  But that’s part of the business, right?  Yes and no.  The unexpected will always happen, but how you approach those distractions determines your success. Are you approaching your work in react mode or in respond mode?  React Mode vs. Respond Mode Reacting is guided by emotion,…

The Long Term Perspective

CRE OneSource CEO, Craig Coppola talks about tracking his time over the past 2 decades with his son and CRE OneSource COO, Charlie Coppola. Craig shares the mistakes he’s made and lessons he’s learned over his 30+ years in the industry. [embedyt][/embedyt]

Mining for Data

June's SIOR Report magazine had a nice article on data mining for commercial real estate professionals. We found it insightful, not just because we are in the CRE data business, but because we are seeing the value this data provides our clients. Data is everywhere, but on its own it’s useless. Turning that data into actionable reports that provide insight is where the true value is. Thankfully, the CRE industry is headed in that direction. When SIORs need solutions, creating their tracking software is not always viable, and spending money on collecting additional data. However, the tide is turning, and more tools are quickly becoming available to all CRE professionals.  If you are interested, please read more below.  Charlie Coppola [email protected]  Mining for Data Jun 17, 2022 SIOR Report  Advanced…

The Benefits of Automation

Most businesses today are automated to some extent. Everything from banking to marketing, even running a restaurant uses tools that automate certain aspects. And yet, Commercial Real Estate professionals are way behind the game when it comes to automation.  While a decent portion of the CRE industry is adopting some automation, the majority is not. That means the teams who automate have an immediate leg up on the competition. Starting now means you’re late.  What tasks can be automated? Start with administrative tasks. Emails, meetings, and paperwork automate these tedious tasks so that you can spend more time building relationships and closing deals.  Below is a short article on three ways you can start automating your business today. CRE OneSource can provide all three, giving you up to 25% of…

The Cost Of Manual, Repetitive Tasks In CRE

Our mission at CRE OneSource is to automate the mundane and complex processes of CRE transactions. Our goal is to give you back 25% of your week so you can focus on the truly important tasks.  Forbes wrote a great article below and that perfectly explains the need driving our strategy.   Here are some key takeaways: It’s not just time that is wasted on repetitive tasks, it’s money too. With your time freed up, you’ll be better able to focus on chasing new business, expanding your network, and closing lucrative deals. Our technology saves you time by automating the most minuscule parts of any transaction.   The value of relationships is not going away, but the value of technology increases every day. The value of our technology allows you to get…

These Business Tasks Are Taking Years Off Your Life

The article below was eye-opening, explaining how mundane tasks, such as inputting passwords, can eat up months of your life.  So what’s the solution? Technology.  Automation is already here. Services that store and deploy passwords, automatic email filters, apps that correct your spelling and grammar — these tools are available, and the ones who don’t take advantage will quickly fall behind.  Human error is a huge source of wasted time. Technology removes many of those mistakes from the equation, giving you back the time it takes to manually correct them.     That’s why we built CRE OneSource — to give commercial real estate professionals 25% of their time back. Schedule a demo with us here! What technologies are you ignoring that could save you years of your life? Charlie Coppola [email protected]   …

The Biggest Workplace Time-Wasters

Most of us can pinpoint the biggest time wasters in our lives. Social media, television, these distractions can eat up hours, even days of our lives.  But what about in the office? What hidden time-wasters are disguising themselves as productive tasks in your day?  The below article from Forbes lists the 7 biggest workplace time wasters. Here they are, with my thoughts attached.  Unnecessary meetings. Only have scheduled meetings when necessary, and use OBC (Objective-Based Communication) to help keep meetings organized and focused. Multitasking. Only 2.5% of people can multitask effectively. Stop trying to do it.  Micromanaging employees. Put in the time to hire the right people the first time. Then, let them operate in their Unique Ability. Disorganization. Constantly looking for emails or sifting through folders? It’s time to…

Where do Brokers Spend Their Time?

CRE OneSource CEO, Craig Coppola talks about tracking his time over the past 2 decades with his son and CRE OneSource COO, Charlie Coppola. Craig shares the mistakes he's made and lessons he's learned over his 30+ years in the industry. [embedyt][/embedyt]

How to Hack Your Conversations to be More Productive – OBC

Communication is the glue that holds teams and businesses together. Without an effective communication strategy, you’re at risk of falling into a few common traps. From meandering meetings that run way too long to pointless check-ins, lost emails and tasks that slip between the cracks, leaving the important things up to chance is a risky way to run a business. Years ago, I was introduced to the concept of Objective Based Communication or OBC, and it has forever altered the way our team communicates, both internally and externally. This one simple system is the key to our productivity success (and a core value at CRE OneSource). Objective Based Communication OBC is a direct and focused approach to all conversations — in person, emails, sales presentations, written letters, product demos, onboarding…

Stop Wasting Time at Work

If you were to track every minute of your work day, where would all that time go? You might think it’s going to productive work, with a few coffee breaks and meetings in between. The reality, however, is more surprising. The below infographic does a great job of showing where your time goes when you’re at work. You’d be surprised how little real work gets accomplished in the average 8-hour work day. For example: The average employee checks their email 36 times an hour. Annually, a single employee can lose up to $1,800 on unnecessary emails. Half of all meetings are considered time wasted — in fact, employees spend 31 hours in unproductive meetings each month. The average employee faces 56 interruptions a day, and spends around 2 hours a…

Spend Less Time on Emails

For many of us, Inbox Zero is a mythical creature far outside our reach. As emails flood our inboxes every day, we’re faced with the monumental task of sorting through spam, junk, meeting reminders, follow-ups, and important communications.  On average, we spend 28% of our time on emails. Not only is that time better served elsewhere, but when you’re faced with an overflowing inbox, how likely are you to miss out on the truly important communications?  The below article is from 2019 but has some incredibly interesting facts and suggestions for cutting this time-waster down. If you don’t want to read the whole thing, here are a few key strategies to try.  Use keywords. Searching for key words or setting up your inbox settings to flag emails with certain keywords…

The Different Roles of Transaction Coordinators, Assistants, Virtual Assistants, Automation

CRE OneSource CEO, Craig Coppola shares the mistakes he's made and lessons he's learned over his 30+ years in the industry. [embedyt][/embedyt]

Fascinating Read on the Digital Trend in Mortgage

Reaching the eNote tipping point: Why mortgage lenders should embrace end-to-end digital capabilities

The Intention And Action Gap: How Commercial Real Estate Firms Can Start Adopting Technology

While the industry mindset is slowly shifting, the if-it-isn't broken-don't-fix-it culture prevails, especially with CRE veterans.

How Technology is Driving a Competitive Advantage in Financial Services

Read EY's thoughts on how technology is driving a competitive advantage in financial services

Happy Memorial Day

Today and everyday we honor those who have fallen in the line of service defending our country.

Automate Your CRE Transactions and Earn More

Learn how automation can help increase your bandwidth and help you earn more. Schedule a demo with us here!

Middle Market CRE Investment is Ripe with Opportunity

We work with all types of businesses from 1 & 2 person teams to enterprise-level businesses, and everything in between. Our software is customizable to provide value no matter what size team you have.

2022 Commercial Real Estate Outlook

Most firms continue to depend on legacy technology systems, which could hamper progress and their ability to innovate. Eight in 10 respondents do not have a fully modernized core system that could easily incorporate emerging technologies. Click Here to Read Deloitte's 2022 Commercial Real Estate Outlook

The Benefits (And Limits) of Fintech in Commercial Real Estate

“Technology can be used to help speed up the due diligence and closing process.” If you’re looking for a modern solution, check out OneSource! Fintech in CRE

11 Stats that Show How SaaS is Really Doing

Technology is changing rapidly, and businesses are adopting new technologies at a record pace. The companies left relying on servers, spreadsheets, and emails will continue to get further behind. Check out these statistics!

80 SaaS Statistics and Trends

The world is moving towards technology. Don’t be left behind! Check out these statistics!

Key Trends in Software

The biggest challenge companies face with SaaS today is security. Not with OneSource. All your data is encrypted and communication is secure.

CRE Professionals Plan to Increase Their Client Experience-Related Technology Investments

Commercial real estate professionals all over the world are using OneSource to improve their clients’ experience.

Promising Signs Ahead for the Banking Industry

Here are the promising signs ahead for the banking industry in 2022.

Competing Without Software

"Competing without software is like competing without electricity." – Naval Ravikant

The Next Great Disruption is Hybrid Work

Are you ready for the trend towards hybrid work? CRE OneSource can help you with this transition.

Businesses Will Need to Adopt Technology to Keep Up With High Demand

Businesses will need to adopt technology to keep up with high demand. Schedule a demo with us here!

Inflation Is Here

Inflation is here - 7% over the past 12 months, and automation is one way to offset the costs. OneSource saves you time AND money.