Collaboration Rooms

Purpose

A collaboration room is a special space where the broker and the client of the deal can discuss cooperation nuances. It  was created with the following goals:

• simplify communication between the broker and potential client(-s);
• store everything related to the potential deal in one place (all messages, documents, preferences, selections, etc.);
• simplify the process of offering and discussing the listings & availabilities;

To create the Collaboration room, the broker can follow one of the ways:

• Open Salesforce and click “Open” room in the corresponding Deal (if any). It works for Tenant and Buyer representations.

• Open the Collaboration room tab and create it from scratch;

• Select the required listings and create a room with them;

In the opened popup, the user can select the participant for this room:

After clicking on the Quick Create New Contact, the popup for a new contact is opened and the user can create a contact without the need to do it in xRE and then sync, or in another tab (for the standalone version).

For xRE-related cases, this contact will be automatically synced with the CRM system.

The link to the room can be copied and shared manually, or sent via email. the participants are selected among the existing contacts. 

Action available in a Collaboration Room

In a Collaboration room, the broker can do the following:

• Select and edit selected Preferences (inside MarketSpace, it will not be synced to xRE);
• Search for listings and sort them;
• Add and remove listings from the room;
• Review listings and their availabilities;
• Add comments to listings, make them primary & disqualify them, and rate them;
• Change view;
• Invite and remove participants and make them co-owners of the room (the primary participant cannot be removed from the; room, but this status can be reassigned to another participant);
• Share documents;
• Give access to the room to anonymous users and make it private back;
• Close room;
• Chat with participants;

In case, Anonymous access was granted, the broker can share the link to this room with non-registered users as well. To do it, the user should go to the Non-Registered Participants tab, open the action menu and Copy Public Link.

In the opened popup, there are 2 options for how to share the link:

Deal room

Purpose

The deal room is a logical continuation of the Collaboration room when the object of selling is 100% determined and the broker and the client discuss the precise nuances for the cooperation and agreement. This room has the following goals:

• finalize discussing the deal;
• decide whether the deal is closed as won or lost.

Collaboration and Deal room do not have any connection and should be created independently. There is no duty to create both rooms - if the broker wants, they can discuss everything within only 1 type of room, however, some limitations of these rooms can occur.

How to create a Deal Room

• Open the Deal room tab and create it from scratch;

• Select the required listings and create a room with them;

• Open Salesforce and click “Open” room in the corresponding Deal (if any). It works for Landlord and Seller representations.

The principles of creating the deal room are similar to the collaboration room, however, deal rooms are more secure and the broker can add an NDA to it, so every new participant will need to sign it before joining.

Actions available in a Collaboration room

In a Collaboration room, the broker can do the following:

• Review selected listings and availabilities of it;
• Invite participants;
• Add NDA (if it was not added);
• Add document;
• Add availability (within the selected listing);
• Close room;
• Chat;
• Share documents; 

For Deal rooms, there is no option to allow Anonymous access.