A Work Ecosystem Built for Real Estate

TermSheet + Microsoft Office

TermSheet works in tandem with Microsoft Office, creating a powerful work ecosystem that makes sense for real estate.

Outlook

Capture deal data from an email and add it to TermSheet without leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.

OneDrive

Attach documents in OneDrive to items in TermSheet and instantly preview any file. Add files to OneDrive without leaving TermSheet.

PowerPoint

Export deal information from TermSheet in the file format you need to make presentations and reports easier.

Word

Export deal information from TermSheet in the file format you need to make presentations and reports easier.

Excel

Build your proprietary underwriting database in TermSheet: Capture underwriting data from your excel models and add it to TermSheet without leaving Excel.

SharePoint

Attach documents in Sharepoint to items in TermSheet and instantly preview any file. Add files to SharePoint without leaving TermSheet.

Teams

Share information, updates and files in your MS Teams chats from directly inside TermSheet.

TermSheet allows our team to collaborate on a single platform. We utilize TermSheet for our Due Diligence process. We no longer check off tasks in an Excel file, but manage each item in TermSheet – assigning each task to individual team members, tracking notes, uploading files, and marking tasks as they are completed.

Overall, TermSheet has allowed us to be more efficient in our acquisitions process from the moment the deal is sourced all the way to the closing table.

Jordan Kovalsky
Vice President, LPC Chicago

Connect the tools your team uses every day to improve your workflow with TermSheet, not change it.