Brevitas Walk Through
Navigating the Brevitas Platform: A Step-by-Step Guide for Buyers and Sellers

Brevitas is a comprehensive commercial real estate (CRE) marketplace that connects investors, brokers, tenants, and marketing teams on one platform. Whether you’re searching for your next investment or marketing a new listing, Brevitas offers intuitive tools to streamline each step of the transaction. In this guide, we’ll walk through how to maximize Brevitas’s functionality for four key user roles: Investors (Buyers), Brokers & Agents (Sellers), Tenants, and Marketing Coordinators. Short, actionable steps and tips will help you leverage core Brevitas features like property search filters, saved alerts, in-platform chat, deal rooms, email marketing, and profile optimization for success.

Pro Tip: Before diving in, take a minute to optimize your Brevitas profile. A complete profile with a professional photo, contact information, and bio can increase your visibility and credibility. A strong profile helps build trust when you connect with others or inquire about a property.

Investors (Buyers)

As an investor or buyer, Brevitas allows you to easily find and track commercial property opportunities. From filtering listings to setting up alerts and connecting with brokers via chat, the platform is designed to keep your deal flow organized. Below are the key steps and tools for investors:

Searching and Filtering Properties

Brevitas’s search engine lets you sift through thousands of for-sale listings to find ones that meet your criteria. Use the main Property Search (select “For Sale”) and apply filters to narrow results:

  • Location and Asset Type: Enter a city, state, or region and specify the property type (e.g., multifamily, office, retail) to target relevant markets.
  • Price and Size Range: Set your minimum and maximum investment amount, cap rate, square footage, or lot size to focus on properties within your budget and requirements.
  • Advanced Filters: Use additional filters like deal type (e.g., value-add, stabilized), keywords, or listing status to fine-tune your search results.

Once you apply filters, Brevitas will display matching listings. You can click on any listing to view details, photos, and documents. The platform also shows the listing broker’s contact information and profile.

Saving Favorites and Creating Alerts

When you find interesting properties, Brevitas helps you keep track of them and stay updated on new opportunities:

  • Save Listings: Click the “Favorite” (heart) icon or Save button on a listing to add it to your personal Favorites list. You can access all your saved properties under the Favorites section of your dashboard for easy reference and comparison.
  • Create Search Alerts: Save your search criteria and set up an alert to receive notifications when new listings meeting your parameters hit the market. Simply perform a search and select “Create an Alert.” You can name your alert (for example, “Dallas Multifamily deals”) and choose how often you want email updates. Brevitas will then automatically email you or notify you on the platform whenever a new listing matches your saved search, ensuring you never miss an opportunity.

These tools allow you to passively monitor the market. Instead of repeatedly checking for new listings, your customized Alerts will bring new deals to your attention in real-time.

Using Chat to Connect with Brokers

Brevitas includes an integrated Chat feature that enables you to communicate directly with brokers and listing agents. When you’re interested in a property, use the platform’s messaging to ask questions or express interest:

  • Contact Sellers Instantly: On a listing page, click the “Contact Broker” or “Request Info” button. This will open a direct messaging thread (chat window) with the listing broker or agent. Introduce yourself and mention the property you’re inquiring about to start the conversation. For example: “Hello, I’m interested in the retail center at 123 Main Street. Could you provide the latest rent roll and tenant information?”
  • In-Platform Messaging: Use Brevitas chat just like texting or email, but all within the platform. You’ll get notifications of new messages, and you can respond in real-time. All your conversations are stored in your Brevitas inbox, organized by deal, which makes it easy to keep track of which property each conversation is about.
  • Organize and Follow Up: The My Requests section (under the buying tools on your dashboard) logs all the properties you’ve requested information on. This is a handy tracker of your inquiries. You can revisit each request to see if the broker responded, send a follow-up message, or review shared documents. It ensures no deal slips through the cracks during your acquisition search.

By using Brevitas Chat to connect with brokers, you keep all deal communication in one place. This organized approach makes it easier to schedule property tours, get quick answers, and negotiate – ultimately speeding up your due diligence.

Brokers & Agents

For brokers and agents, Brevitas is more than just a listing service – it’s a marketing and deal management platform. You can list properties, engage with leads, manage documents, and close deals, all online. Below, we cover how to add a listing step-by-step and utilize Brevitas’s broker tools like deal rooms, email campaigns, and property landing pages.

Listing a Property Step-by-Step

Adding your commercial listing on Brevitas puts it in front of a global network of investors and tenants. Follow these steps to create a compelling listing:

  1. Start a New Listing: Log in to your Brevitas account and click on the Add Listing button on the top navigation bar. Select Create Listing Myself to begin the self-service listing process (you also have options to have the Brevitas team create one for you or to syndicate from your brokerage’s feed, but DIY is most common).
  2. Basic Information: Fill out the basic details of the property. First, choose the listing’s market type: On Market (publicly visible to all Brevitas members) or Private (confidential, where sensitive information is hidden until you grant access). Then indicate if it’s For Sale or For Lease, and select the property type/category from the dropdown (e.g., Office, Multifamily, Industrial). Provide a descriptive listing title as well.
  3. Location: Use the address lookup field to enter the property’s location. Brevitas will auto-suggest the address and populate coordinates for map and search accuracy. Confirm the correct address from the suggestions.
  4. Property Details: Next, you’ll be prompted to enter key details like asking price or lease rate, lot/building size, year built, occupancy, cap rate, and any other relevant metrics. The more complete the information, the more attractive your listing is to potential buyers. Brevitas may have specific fields for financial highlights (NOI, pro forma cap) and lease details if applicable – fill these in to give investors a clear picture.
  5. Description: Write a compelling property description. This should highlight the asset’s features, location benefits, investment opportunity, and any value-add potential. A well-written summary can spark more interest. Make sure to avoid all-caps and keep it professional and factual, but enticing.
  6. Upload Media: Add high-quality photos and media. Click the option to upload images and include at least a few clear photos of the property (exterior shots, interior highlights, aerial views if available). You can also upload documents such as a flyer or Offering Memorandum. For Private listings, you can choose to keep certain documents confidential in a deal room (accessible only after a buyer signs an NDA). Good visuals and complete documents significantly improve your listing’s appeal.
  7. Publish: Review your listing details and click Publish (or Finish). Your property is now live on Brevitas! It will be discoverable to Brevitas users searching in relevant criteria. You can always edit or update information by navigating to My Listings on your dashboard.Brokers & Agents
  • For brokers and agents, Brevitas is more than just a listing service – it’s a marketing and deal management platform. You can list properties, engage with leads, manage documents, and even facilitate offers, all online. In this section, we cover how to add a listing step-by-step and utilize Brevitas’s broker tools like deal rooms, email campaigns, and property landing pages.

    Listing a Property Step-by-Step

    Adding your commercial listing on Brevitas puts it in front of a global network of investors and tenants. Follow these steps to create a compelling listing:

    1. Start a New Listing: Log in to your Brevitas account and click on the Add Listing button in the top navigation bar. Select Create Listing Myself to begin the self-service listing process (you may also see options like “Create Listing for Me” or “Request Syndication” for alternate methods).
    2. Basic Information: Fill out the fundamental details. First, choose the listing’s visibility: On Market (fully visible to all Brevitas members) or Private (confidential, with certain details hidden until you approve a buyer’s access). Then indicate the listing type – for example, For Sale or For Lease – and the property subtype (Multifamily, Office, Retail, etc.). Provide a clear listing title that includes the property name or a notable feature (e.g., “Downtown LA Office Tower”).
    3. Location: Enter the property address using the lookup tool. As you type, select the correct address from the dropdown suggestions so that the map and location data auto-populate accurately.
    4. Property Details: Input key facts about the property: asking price or lease rate, building size (square feet), lot size (acres, if applicable), occupancy rate, cap rate, year built, and any other specifics relevant to your property type. The listing form will guide you through these fields. Complete information helps attract serious buyers by answering their basic questions up front.
    5. Description: Write a detailed description highlighting what makes the property attractive. Mention the location highlights (neighborhood, traffic counts, nearby landmarks), physical features (recent renovations, unique design), financial upside (stable cash flow or value-add potential), and any deal terms (e.g., assumable financing) that a buyer should know. A well-crafted narrative can generate more interest and inquiries.
    6. Upload Media: Add high-quality photos and documents. Upload clear images (exterior, interior, aerial shots, floor plans) to showcase the asset. You can also attach documents like an Offering Memorandum, rent roll, or executive summary. For Private listings, you might choose to keep detailed documents in a Deal Room (see below) rather than public. Ensure the first image is eye-catching, as it will be the thumbnail in search results.
    7. Publish: Review all the information you’ve entered. If everything looks good, click Publish (or “Finish”) to make the listing go live. Your property will now appear in Brevitas search results and be accessible to the Brevitas network. After publishing, you can manage the listing via the My Listings section of your dashboard, where you can edit details, update status (e.g., Under Contract, Sold), or view engagement metrics.

    Screenshot of the Brevitas 'Add Listing' form, where brokers input basic property information

    Once your listing is live on Brevitas, it has a dedicated property page with its own URL. Next, you’ll want to actively engage with interested buyers and market the listing to a wider audience. Brevitas provides several tools to help you do just that.

    Utilizing Deal Rooms for Documents and Offers

    A major advantage of Brevitas is the ability to manage deals through Deal Rooms. A deal room is a secure microsite for your listing where you can control document access, communicate with interested parties, and even handle offers digitally. Here’s how to make the most of deal rooms as a broker:

    • Secure Document Sharing: Upload confidential files (financial statements, leases, appraisals, environmental reports, etc.) into the deal room instead of emailing them. You can require interested buyers to sign a Confidentiality Agreement (CA/NDA) before accessing sensitive documents. Once approved, buyers can view or download files at their convenience, and you can track who has opened which document. This keeps all due diligence materials in one protected place.
    • Streamlined Communication: Each deal room features a chat or comment section tied to that specific property. You and the buyer can ask and answer questions right alongside the documents. For example, a buyer could comment, “Can you clarify the lease expiration schedule?” and you can respond in-thread. All discussions are saved, ensuring everyone stays on the same page. No more digging through separate email chains—communication and files live together.
    • Online Offers & E-Signatures: Brevitas supports digital deal-making. Interested buyers can submit offers or letters of intent (LOIs) through the platform. You’ll receive a notification when a new offer is submitted, and you can compare offers directly in the deal room. Brevitas even allows for electronic signatures on documents like NDAs or LOIs, enabling you to sign and execute agreements without leaving the platform. This means a buyer can go from reviewing the OM to signing an LOI all in one workflow. Every offer or signed document is stored in the deal room for reference.

    By funneling prospects into a deal room, you create a one-stop hub for that transaction – from initial inquiry to closing. It keeps the process efficient, transparent, and easy to manage. You’ll know exactly who is serious about the deal and have a clear audit trail of all interactions.

    Email Campaigns and Property Landing Pages

    Marketing your listings to the right audience is crucial. Brevitas offers built-in marketing tools to help brokers and agents promote listings beyond the platform’s search page. From sending targeted emails to sharing standalone property pages, here’s how to maximize your listing’s exposure:

    Brevitas Selling Tools menu showing options like My Listings, Email Campaigns, Contacts, and Property Landing Pages for sellers (and My Requests, Favorites for buyers)

    • Email Campaigns: Brevitas includes an email marketing feature that lets you create and send custom property emails. You can design an email flyer for your listing using Brevitas’s templates – add a catchy subject, insert photos, property summary, and a link to the listing page. Then, select recipients from your contact list (or input email addresses) and send out the campaign. This is ideal for alerting your investor clients or a targeted group of brokers about a new listing or an important update (price reduction, new offering memorandum, etc.). Email campaigns are sent from your profile, and any leads generated (when recipients click through or reply) will come straight back to you on the platform as inquiries.
    • Contacts Management: The platform allows you to upload and manage your contacts – essentially your email distribution list of clients and prospects. In the Brevitas Contacts section, you can import CSV files of contacts or add them manually. Brevitas will help clean the list by removing duplicates or invalid emails. Organize contacts into groups (e.g., retail investors, 1031 exchange buyers, etc.) to easily target your email campaigns. Keeping an updated contact database in Brevitas means you can quickly push out your listings to a relevant audience without using external email software.
    • Property Landing Pages: Every listing on Brevitas has a dedicated landing page (the listing’s public profile). You can share this unique URL with clients who may not be on Brevitas, or post it on social media and newsletters. The landing page showcases all the key information and photos, and it provides a contact form for leads to reach you. For premium Brevitas users, there are options to customize these single-property websites with different layout templates and your branding, giving your listings a polished, professional web presence without any coding. Use these landing pages as the centerpiece of your off-platform marketing – for example, include the link in your signature or on your company website for additional exposure.

    All these tools tie back into Brevitas’s ecosystem, which means when someone engages (opens your email, clicks the link, or inquires via a landing page), you’ll capture that activity. Under My Listings, brokers can see metrics like how many people viewed the listing page or how many have marked it as a favorite. This feedback helps you gauge the effectiveness of your marketing efforts and adjust strategies if needed.

    Tenants

    Tenants looking for space to lease will find Brevitas useful for discovering and managing potential locations. The platform’s search and alert features work similarly for lease listings, and the communication tools make it easy to connect with landlords or listing brokers. Here’s how tenants can make the most of Brevitas:

    • Find Lease Listings: Use the search bar and select For Lease to browse available spaces for rent. Apply filters such as location, property type (office, retail, industrial, etc.), square footage, and rent range to zero in on spaces that fit your needs. For example, a tenant looking for a 5,000–10,000 SF warehouse in Denver can set those parameters to get a refined list of options.
    • Save Searches & Alerts: Just like investors, tenants can save their search criteria and create alerts. If you’re hunting for the perfect space, you might save a search for “Downtown offices under 2,000 SF” and set an alert. Brevitas will then notify you when new office listings in downtown within that size come on the market. This way, you’re proactively kept in the loop on new availabilities without constant manual searching.
    • Inquire and Chat: When you find a space that looks promising, click “Contact Broker” or “Request Info” on the listing page. Introduce yourself as a potential tenant and ask any initial questions (lease term, availability for tours, etc.). The listing agent or landlord will receive your message through Brevitas Chat and can reply there. Use the chat to schedule a property viewing or to request additional details like floor plans or build-out allowances. Keeping this communication on Brevitas means you’ll have a record of all landlord responses and can easily refer back to them.
    • Track Favorites and Inquiries: As you evaluate multiple spaces, use the Favorites feature to shortlist the properties you like best. This makes it easier to compare later. Meanwhile, the My Requests section will log all the listings you’ve reached out to. For a tenant rep or a business owner juggling several location options, this dashboard ensures you stay organized – you can see which listings you’ve gotten feedback on and which are pending a response.

    By taking advantage of these tools, tenants can streamline their space search. Brevitas effectively serves as a leasing CRM for tenants: search widely, save what fits, get alerted to new opportunities, and manage all landlord communications in one place. This helps you find the right space faster and with less hassle.

    Marketing Coordinators

    In many commercial real estate firms, Marketing Coordinators or marketing managers support brokers by handling the promotional and logistical tasks on platforms like Brevitas. If you’re a marketing professional in a brokerage, Brevitas provides features that let you efficiently manage listings, media, and outreach while collaborating with your team. Here’s how marketing coordinators can use Brevitas to streamline their workflow:

    Managing Listings & Team Collaboration

    Marketing coordinators often have access to all company listings via team accounts on Brevitas. They ensure each listing is well-presented and up-to-date. This includes proofreading property descriptions, confirming that key details (price, cap rate, square footage, etc.) are correctly entered, and updating any changes (like status from “Available” to “Under Contract”). Using the Team dashboard and My Listings view, a marketing coordinator can quickly switch between multiple agents’ listings to make edits or add information. Brevitas’s team collaboration tools allow marketing staff and brokers to work together seamlessly – for example, a coordinator can start drafting a listing and save it, allowing the broker to review and publish when ready. This division of labor ensures accuracy and efficiency in listing management.

    Uploading Media & Marketing Assets

    High-quality visuals and documents are crucial for attracting buyers and tenants. Marketing coordinators are typically responsible for uploading and managing all photos, videos, and PDFs for each listing. Through Brevitas, they can add new property photos (or rearrange photo order), upload updated site plans or brochures, and ensure that every listing has a complete set of marketing collateral. If new drone shots come in or a flyer gets redesigned, the coordinator can replace the old files in a few clicks. Brevitas automatically integrates these media files into the listing page and deal room, so having a marketing coordinator oversee this process guarantees that what prospects see is current and polished. It’s also common for coordinators to adhere to branding guidelines – for instance, making sure the first photo has no watermarks or the brochure uses the latest template – and Brevitas gives them the control to maintain that consistency across all listings.

    Scheduling Email Blasts & Campaigns

    Email marketing is often managed by the marketing coordinator on behalf of busy brokers. Using Brevitas’s Email Campaigns tool, the coordinator can create and schedule email blasts featuring one or multiple listings. For example, if the firm wants to promote three new listings this week, the coordinator can design a single newsletter-style email within Brevitas, insert photos and brief descriptions of each property, and send it to the firm’s curated email list. They can utilize Brevitas’s custom email templates (perhaps tailored with the company’s logo and colors) to ensure a professional look. Coordinators also handle the scheduling – timing the emails for when their audience is most likely to read them (morning sends during weekdays, for instance). By executing these campaigns through Brevitas, all the leads and interactions (opens, clicks, inquiries) are tracked in one place. The coordinator can then pass the interested leads to the respective brokers, or even set the platform to automatically forward inquiries to the listing agent’s Brevitas inbox.

    Monitoring Listing Performance

    An important part of the coordinator’s role is to track performance metrics and report insights to the team. Brevitas provides data on each listing’s engagement – such as the number of times a listing has been viewed, how many users have saved it as a favorite, and the volume of inquiries received. Marketing coordinators regularly review these statistics (available in the listing details or via Brevitas’s reporting tools). If a high-profile listing is not getting the expected views, the coordinator might adjust the marketing strategy: perhaps refreshing the cover photo, tweaking the title for better search visibility, or launching an additional email campaign. They also monitor email campaign analytics like open rates and click-through rates on each link (each property) within the emails. These metrics help determine what resonates with the audience. For example, if an email blast for “Office Listings Q1” had a low open rate, the coordinator might experiment with a more compelling subject line next time. By keeping an eye on the numbers, marketing coordinators can continuously optimize their efforts – focusing on the channels and content that generate the most interest. This data-driven approach ensures that the brokerage gets maximum value from Brevitas and that each listing’s exposure is being fully leveraged.

    In summary, Brevitas empowers marketing professionals to support their brokers effectively: they keep the listings accurate, the marketing materials sharp, the outreach proactive, and the performance measurable.

    Conclusion: Brevitas offers an end-to-end platform for commercial real estate transactions, tailored to the needs of every participant in the deal. By taking advantage of powerful features like detailed search filters, favorite lists, instant alerts, built-in chat, deal rooms, email marketing, and team collaboration, CRE professionals can save time and close deals more efficiently. Whether you’re an investor hunting for the next opportunity, a broker marketing a property, a tenant searching for space, or a coordinator running campaigns, Brevitas streamlines the process and helps you maximize results. Ready to put these tools into action and elevate your commercial real estate strategy?

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    References

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