Brokerage, insurance & legal

We introduce your firm to active owners and deal partners.

We research relevant property activity, companies and decision-makers, then run outreach for your brokerage, insurance, legal or transaction services.

Example: outreach for a commercial insurance broker

  1. ActivityProposed $32M apartment development · Austin
  2. CompanyBarton Residential
  3. ContactSam Whitfield · Finance Director
  4. Outreach angleInsurance experience on a comparable Texas development

See an example for your business.

Example: outreach for a commercial insurance broker

01We find relevant projects

We identify relevant activity in your target market.

DEVELOPMENT ANNOUNCEMENT

Proposed 150-unit apartment development

Austin, TX

Total project value: $32M

Developer: Barton Residential

Why selected

A development in the broker’s target market gives a reason to ask about coverage planning.

02Identify the company

We confirm which business is behind the activity.

Named developer

↓ Project announcement and company website

Barton ResidentialCompany selected

✓ Confirm the project and operating company

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

TexasAustin ✓
Multifamily developersApartment project ✓
Project values $20M–$60M$32M ✓
Coverage arrangementsunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Sam Whitfield Finance Director · Barton Residential

Coordinates project financing and insurance advisers

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Grace Lin Leasing Associate

Excluded: Not responsible for project insurance

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Sam Whitfield

Hi Sam, saw Barton’s proposed $32M apartment development in Austin. We recently arranged builder’s risk coverage for a $38M multifamily project in San Antonio. Who is handling insurance planning for Austin?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Sam Whitfield · Barton ResidentialAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

bartonresidential.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Sam Whitfield

“I’m coordinating it. Send your development insurance experience and a time to speak.”INTERESTED
Contact
Sam Whitfield · Finance Director
Company
Barton Residential
Activity
Proposed 150-unit apartment development · Austin, TX
Next step
Share relevant experience and discuss the project’s insurance process.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a retail leasing broker

01We find relevant projects

We identify relevant activity in your target market.

ACQUISITION ANNOUNCEMENT

85,000 sq ft neighborhood retail center

Orlando, FL

Buyer: Cypress Retail Partners

Why selected

A local retail acquisition fits the broker’s specialization.

02Identify the company

We confirm which business is behind the activity.

Named buyer

↓ Transaction announcement and company portfolio

Cypress Retail PartnersCompany selected

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

Central FloridaOrlando ✓
Retail ownersNeighborhood center ✓
Centers 50,000–150,000 sq ft85,000 sq ft ✓
Leasing representationunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Leah Turner Director of Asset Management · Cypress Retail Partners

Oversees leasing strategy and external broker relationships

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Eric Bell Controller

Excluded: Not the first contact for leasing representation

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Leah Turner

Hi Leah, saw Cypress acquired the 85,000 sq ft retail center in Orlando. We signed 24,000 sq ft of shop leases across two Kissimmee centers this year. Is leasing handled in-house or through an outside team?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Leah Turner · Cypress Retail PartnersAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

cypressretailpartners.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Leah Turner

“We use outside brokers. Send your retail track record and coverage area.”INTERESTED
Contact
Leah Turner · Director of Asset Management
Company
Cypress Retail Partners
Activity
85,000 sq ft neighborhood retail center · Orlando, FL
Next step
Share the leasing track record and discuss representation needs.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a multifamily investment-sales broker

01We find relevant projects

We identify relevant activity in your target market.

PORTFOLIO ACQUISITION ANNOUNCEMENT

Two apartment communities

84 units + 96 units · Jacksonville, FL

Buyer: Seabrook Residential

Why selected

Identifies an active owner in the broker’s market.

02Identify the company

We confirm which business is behind the activity.

Named buyer

↓ Acquisition announcement and portfolio website

Seabrook ResidentialCompany selected

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

Northeast FloridaJacksonville ✓
Multifamily investorsApartment owner ✓
Assets of 50–200 unitsBoth communities fit ✓
Disposition plansunknown

04Find the right people

We identify the person whose responsibilities fit your offer.

Daniel Foster Managing Partner · Seabrook Residential

Leads portfolio acquisition and disposition decisions

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Priya Lane Community Manager

Excluded: Not responsible for portfolio sales

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Daniel Foster

Hi Daniel, saw Seabrook added the two Jacksonville communities. We sold a 112-unit apartment property in Orange Park this year. Are any Northeast Florida dispositions on your plans, or are you focused on acquisitions?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Daniel Foster · Seabrook ResidentialAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

seabrookresidential.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Daniel Foster

“We may sell one smaller asset. Send your recent transaction summary.”INTERESTED
Contact
Daniel Foster · Managing Partner
Company
Seabrook Residential
Activity
Two apartment communities · 84 units + 96 units · Jacksonville, FL
Next step
Share the relevant sale and qualify the potential disposition.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a title & escrow firm

01We find relevant projects

We identify relevant activity in your target market.

ACQUISITION ANNOUNCEMENT

Three small-bay industrial buildings

145,000 sq ft combined · Denver, CO

Buyer: Front Range Industrial

Why selected

An active deal team is relevant for future title or legal work.

02Identify the company

We confirm which business is behind the activity.

Named buyer

↓ Transaction announcement and company website

Front Range IndustrialCompany selected

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

ColoradoDenver portfolio ✓
Commercial acquisition teamsIndustrial investor ✓
Multi-property transactionsThree-building deal ✓
Future transaction needsunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Rachel Kim General Counsel · Front Range Industrial

Coordinates transaction advisers and closing processes

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Max Cole Facilities Coordinator

Excluded: Not responsible for transaction advisers

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Rachel Kim

Hi Rachel, saw Front Range’s three-building Denver acquisition. Our title team recently handled title and escrow for a four-property industrial purchase in Aurora. Do you use one title provider across your Colorado acquisitions?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Rachel Kim · Front Range IndustrialAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

frontrangeindustrial.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Rachel Kim

“It varies by deal. Send your Colorado team’s details for our next acquisition.”INTERESTED
Contact
Rachel Kim · General Counsel
Company
Front Range Industrial
Activity
Three small-bay industrial buildings · 145,000 sq ft combined · Denver, CO
Next step
Introduce the title team and discuss future transaction requirements.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

You approve the messaging and a sample of companies and contacts before launch. Explore our services

Let’s plan your outreach.

Get a written outreach plan, or register and we’ll be in touch.