SRS National Net Lease Group in Newport Beach recently jumped on with Apto, and already it's resulted in more calls, more deals, and more efficiency overall.
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"My biggest deal was about $17 million—it was a portfolio of KFCs including the business and the real estate. Using Apto for that deal was very important because we had seven or eight different parties on the transaction and I would add them all to Apto and just CC emails to each contact, so it was easy to track.
I think it's very important because it alerts you to clients you need to follow up with, sorts data in an intelligent way, and really just optimizes your own efficiency as a broker."