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The first 90 days of transition
THE FIRST 90 DAYS OF TRANSITION
30 60 90
• CRE organization alignment
• CRE process orientation
Account
Management Establish and implement communication protocols
Ensure seamless integration of all service lines
• Portfolio review and alignment • Transaction management protocol • Finalize transaction templates
Transaction • Identify high value assets • Develop transaction process flowchart • Tools and technology
Management • Critical date identification • Approval processes • Initiate transaction pipeline reports
• Lease expiration “waterfall”
• Active transaction transitions • Engage on active transactions • Ongoing communication and reporting
Lennox delivers Map fields and upload data into tool Transition
comprehensive lease playbook
Portfolio data flat file Set up user
Analytics Tool profiles
Technology training for
all new users
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