Accelerating sales across 16 active projects
Corcoran Horizon Realty works with DealPortal to run the complete new home sales journey - from lead to close - while reducing administrative overhead.
Corcoran Horizon Realty
An Ontario brokerage and new home sales organization that works alongside builders across high-rise, single-family and rental communities. Its centralized team supports the full sales process across 16 active projects, helping builder partners bring inventory to market.
Challenges
- Sales data spread across spreadsheets and disconnected tools
- Builders waiting on updates and comparing versions
- Document-mapping and signature errors creating rework
Keys to success
- Workflows customized around Corcoran Horizon's process
- Integrated DocuSign with consistent template mapping
- One live record shared by builders, agents and purchasers
Results
- Offer preparation cut from 2.5 hours to about 15 minutes
- 16 active projects managed in one live sales view
- Four fewer administrative roles required
DealPortal gives our team and builder partners one solution for the complete transaction. With the same data, documents and updates available to everyone, deals move forward with fewer errors, less back-and-forth and greater transparency from lead to close.
Maria Capotorto-Chopra, Chief Operating Officer & Broker of Record, Corcoran Horizon Realty
Centralizing the new home sales journey
DealPortal centralized the complete new home sales journey - from lead and appointment through selection, offer, conditions and close - while giving builders, sales teams and purchasers access to the same current information.
Replacing fragmented administration
Lot and unit selection, floor plans, pricing changes, incentives, documents and reporting were maintained across several complex spreadsheets and external tools. The sales team could move a customer forward, but builders often had to wait for updates or compare different versions of the same information.
Recurring document-mapping and signature-placement errors created additional rework, while key transaction events were difficult to audit from one place.
Customized workflows from approval to signature
DealPortal was customized around Corcoran Horizon's workflows, including Tarion Critical Dates, automated milestone notifications, deposit reconciliation, commission calculations, pricing controls and approvals. Administrators could update document templates as forms or amendments changed, without waiting for developer support.
Integrated DocuSign generated consistently mapped agreements with accurate signature placement, reducing errors and moving offers to execution faster. CRM and HubSpot data stayed attached to the same opportunity through closing.
Faster execution, live visibility, stronger control
The result was faster sales execution, live builder visibility, a clearer customer experience and stronger financial and operational control across every project.
Protect Sales Momentum
Offer preparation fell to approximately 15 minutes, allowing teams to act while buyer intent was strongest.
Make Decisions In Real Time
Builders could monitor live KPIs for sales velocity, absorption, revenue, inventory and deposits without waiting for reports.
Reduce Cost And Complexity
An intuitive interface simplified onboarding while centralized workflows supported 16 active projects with four fewer administrative roles.
Improve Trust And Accuracy
Consistent document mapping, signature placement and audit history reduced rework and made changes traceable.
Connected Journey
Lead → Appointment → Lot or unit selection → Pricing and offer → Conditions → Close
Every participant and every stage in one transparent platform
DealPortal was built by a real estate broker and a real estate builder with more than 50 years of combined industry experience, bringing firsthand knowledge from both sides of new home sales into one platform. That experience is reflected in practical workflows that keep sales, administration and builder reporting moving. DealPortal supports high-rise, single-family and townhome sales, with connected workflows that can also be configured for rentals.
Sales and inventory
- Lead-to-close pipeline tracking
- Live sales velocity, absorption and revenue KPIs
- Live lot, unit and stacking availability
- Floor plans, selections, pricing and incentives
- Digital worksheets and one-click deal creation
Transaction control
- Integrated DocuSign with consistent mapping
- Tarion Critical Date and milestone tracking
- Automated key-date, deposit and condition alerts
- Commission qualification and reconciliation
- Easy form and amendment template updates
- Audit trail for pricing and material changes
Connected teams
- CRM and HubSpot integrations
- Builders, agents, administrators and lawyers
- Mortgage and marketing partners
- Role-based access to the same current record
- User-friendly interface simplified onboarding
Customer experience
- Purchaser portal with transaction visibility
- Documents, milestones and next steps
- Fewer status calls and less uncertainty
- Transparency from appointment to close
Live builder visibility into sales, revenue, inventory, deposits and sales velocity.
See DealPortal on your projects
A 30-minute walkthrough using your inventory, workflows and reporting.
Deals move forward with fewer errors, less back-and-forth and greater transparency from lead to close.
Maria Capotorto-Chopra, Chief Operating Officer & Broker of Record, Corcoran Horizon Realty
