Institutional Property Advisors · A Division of Marcus and Millichap
Deal Desk
Marketing and Disposition Tracker
starting…
Pipeline
NDA Funnel
Web Analytics
Materials and Release
Property Questionnaire
Offer Matrix
Generate Report
All OwnersBrianHarisBobAll InterestHotHigh
Found By
First
Last
Company
Role
Phone
Email
Source
CA Executed
NDA Status
Tier
Toured
Interest
Offer / Pricing
Confidentiality Funnel
Click any stage to see exactly who is in it. Prospects move Invited → Viewed Agreement → Signed (in review) → Approved by FHR team → Released. Portal: fhr-team.com
Visitor Snapshot
Conversion Funnel
Top Sources
Source: Cloudflare Web Analytics on the confidentiality portal (anonymous visit volume). Identified visitors come from the NDA capture in the Pipeline. Live auto-pull is the Phase 2 wiring.
Inspection Materials by Tier
The numbered due-diligence list, organized by release tier. Check an item when it is in the data room and cleared for that tier.
Release Tracking — by Prospect
What each prospect has actually been released. Click a cell to toggle. Only Approved / Released prospects appear here automatically.
Property Questionnaire — TerraNexus
Topic, detail, and answer in one place. First pass filled from the offering materials — edit anything, add rows, or insert a section header.
Offer Matrix
Every offer head-to-head. Net Price auto-calculates (Offer minus Year-1 credit). Use Sort by Net to rank the field.