MRI Engage Deal Flow centralizes the pipeline, automates approvals, and connects directly with MRI PMX. Portfolio data flows into Deal Flow, while executed deal terms sync back into PMX automatically — eliminating re-keying and reducing the risk of deals slipping through the cracks.
FASTER DEAL CYCLES INCREASE IN DEAL CONVERSION
INCREASE IN DEAL CONVERSION
FEWER DAYS, PROPOSAL TO EXECUTED DEAL
A deal closes in a spreadsheet. Terms get re-keyed into the property management system by hand. Somewhere in that handoff, a renewal slips, or a billing date gets missed. As portfolios grow and leasing velocity matters more, that friction compounds — and most standalone deal tools stop at the lease, leaving operations to clean up what’s left.
Portfolio pipeline management, deal collaboration, and checkpoints replace the spreadsheet-and-email version of tracking a deal. Automated approval workflows route checkpoints, tasks, and LOI generation to the right person instantly, with the option to add “watchers” who need visibility into a deal without needing to act on it.
The stacking plan turns MRI PMX portfolio data: rent roll, inventory, charges, and options; into a live heat map, surfacing lease rollover risk, vacancy exposure, and available space at a glance. Committed leases are incorporated automatically, so the view is forward-looking, not a snapshot of today. Asset and portfolio managers see it first.
Deal Flow and MRI PMX stay in sync automatically, in both directions. Portfolio data: assets, spaces, leases, and options — flows from PMX into Deal Flow, so leasing teams always work from accurate inventory. When a deal is executed, its terms sync back into PMX as the system of record, with no manual re-entry.
The real test of any integration isn’t what it’s called — it’s whether the connection actually holds up. Here’s what happens when a deal moves from pipeline to execution, and how every step is governed along the way.
Portfolio data and executed deal terms move automatically between Deal Flow and MRI PMX, in both directions, as a deal changes stage — not on a nightly batch or a manual export.
Every approval, checkpoint, and comment is captured against the deal record automatically, so governance doesn’t depend on someone remembering to document it.
Internal teams and external brokers see different levels of detail automatically. Existing tenant relationships are flagged across the portfolio, and broker-facing access is scoped per deal.
A closed deal that never reaches operations cleanly isn’t really closed — it becomes deferred work for someone else. Most broker CRMs and point deal-tracking tools are built to get a lease signed, not to carry it anywhere afterward. The cost of that gap shows up later, in re-keyed terms, mismatched data, and renewals nobody saw coming.
Centralized tracking and automated approvals move deals from inquiry to executed lease faster, with end-to-end visibility for brokers and leasing teams at every stage. No deal waits on an inbox.
Executed deal terms sync automatically into PMX, so leasing, operations, and accounting all work from one accurate set of terms — instead of reconciling three.
Dashboards on pipeline health, deal status, and expirations mean renewals get caught before they slip, not after — and capital planning stops running on last quarter’s numbers.
Deal Flow’s data feeds directly into MRI PMX and the Agora platform layer, where leasing execution and portfolio operations are designed to work as one integrated workflow, not as separate systems.
The operational and financial system of record Deal Flow connects into — where executed terms land automatically.
The platform layer for signal detection and workflow automation that Deal Flow’s data feeds.
Where portfolio operations and leasing execution meet — and where Deal Flow fits into the wider picture.
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