SuiteCREDocs
    PlatformAI & AgentsPricingChangelogGuidesSign in
    Browse documentation
    • Getting started

      • What SuiteCRE is
      • Quickstart
      • Plans and billing
    • The CRM

      • Contacts and companies
      • Deals and the pipeline
      • Listings
      • Tasks, calendar, and showings
      • Call notes and call intelligence
    • AI and assistants

      • The broker assistant
      • Buyer chat
      • Revenue agents and automations
      • Using SuiteCRE from Claude
      • The assistant on your phone
    • Running the business

      • Documents, search, and e-signature
      • Leases
      • Commissions, expenses, and reports
      • Leads and market intelligence
    • Platform

      • Integrations
      • Security and your data
    • Getting started

      • What SuiteCRE is
      • Quickstart
      • Plans and billing
    • The CRM

      • Contacts and companies
      • Deals and the pipeline
      • Listings
      • Tasks, calendar, and showings
      • Call notes and call intelligence
    • AI and assistants

      • The broker assistant
      • Buyer chat
      • Revenue agents and automations
      • Using SuiteCRE from Claude
      • The assistant on your phone
    • Running the business

      • Documents, search, and e-signature
      • Leases
      • Commissions, expenses, and reports
      • Leads and market intelligence
    • Platform

      • Integrations
      • Security and your data

    Running the business

    Leads and market intelligence

    Finding new business: lead rules, capture forms, comps, market metrics, and off-market owner research.

    Updated August 2026


    Lead generation

    You define lead rules covering property type, size range, submarkets, and the signals you care about. The platform runs those rules against available inventory and public records and queues what matches.

    Leads land in a queue, not in your contacts. You review, and the ones worth keeping become contacts with the research already attached. Quality filters let you tune how aggressive the matching is; most brokers start narrow and widen once they trust it.

    Lead capture forms

    Publish a public intake form and put it wherever you send traffic: a site, an email signature, a listing flyer. Submissions arrive in the same queue, tagged with what the person is after, including whether they are looking to sell.

    Comps

    The comps database holds sales and lease comparables for your markets, including comps sourced from recorded deeds where county data is available. Comps feed offering memos and pro formas, so the analysis you present is built from the same records you searched.

    Market metrics

    Market-level metrics cover the fundamentals for the submarkets you work: inventory, absorption, rent and cap rate trends where the data supports it. Coverage varies by market and by data type, and the platform shows what it actually has for a market rather than extrapolating a national figure into a local one.

    Off-market owner research

    Where county parcel data is loaded for a market, you can search by submarket and property characteristics to find owners directly: holders of a property type in an area, owners who have held past a typical hold period, recent transfers. This is the basis for off-market seller leads.

    Parcel coverage is added county by county. If your market is not loaded, the rest of the leads and market tooling works without it.

    A word on data

    Public-record and market data is imperfect everywhere, and CRE data is worse than most. Recorded sale prices can be nominal, ownership can sit behind entities, and rent data is thin in secondary markets. The platform reports what the source says and flags what looks unreliable rather than smoothing it over. Verify anything you are going to put in front of a client.

    PreviousCommissions, expenses, and reportsNextIntegrations