Gallagher Group - Grubb Ellis

Project: website, online confidentiality agreements, online due diligence, lead tracking, deal management

Overview: The Gallagher Group, part of Grubb & Ellis needed a website for their team that did much more than just provide listings of properties for sale. They needed a solution for marketing their properties and tracking prospects from beginning to end. They also needed to provide clients and prospects with an efficient process to access information regarding a deal and to perform due diligence. DCG learned about their business and provided the solution.

DCG Solution: The Gallagher Group specializes in representing private and institutional clients in the disposition and acquisition of investment-grade commercial assets (e.g. office parks, retail centers, office buildings and more). An existing static site was not meeting the needs of their clients. DCG developed an attractive website featuring a content management system that allows Gallagher staff the ability to easily manage available listings and files associated with a specific property.

Clients are able to submit confidentiality agreements (CA) online in order to access detailed information regarding a potential deal. Gallagher staff receives and processes CA agreements online and can create a "deal room" or "Due Diligence Webroom". When creating a deal room, Gallagher staff can easily upload all documents relating to the deal (e.g. lease agreements, environmental reports, financials). Gallagher staff can also grant access to deal rooms, create new users, and easily track who has looked at what information so they can assess who is serious about a specific deal. Clients login and see all deal rooms to which they have access. From there they can select a deal room and navigate the folders/directories. Clients can easily select folders and files they are interested in and download them in batch mode. At the click of a button, a zip file is dynamically created containing the selected files and folders and is downloaded to their pc. Learn more about DCG's Due Diligence Webrooms.

Gallagher staff can log into their "admin console" and select a specific listing and see all prospects associated with the property and where they are in the process, (e.g. have they submitted a confidentiality agreement, have they been given access to the deal room, have they been given a tour, etc.).