Case Study: Touchstone Commercial Partners achieves complete relationship visibility and increased deal flow with Affinity

Affinity helps TCP have complete context over every relationship

Touchstone Commercial Partners (TCP) is a San Francisco boutique commercial real estate brokerage that had struggled with relationship management: prior tools were hard to use, required too much manual work, and ultimately TCP reverted to spreadsheets, leaving them without clarity into complete relationship and transaction histories. To address this, TCP adopted Affinity’s relationship platform, including Affinity’s automated data capture, to centralize client context and activity.

Affinity’s solution automated manual data entry and provided full transparency into past transactions, enabling brokers to better track deals, predict client interest, and identify new opportunities. As a result, TCP can manage more clients with less administrative work—“virtually eliminating” manual entry—and has improved deal flow and sales potential, positioning Touchstone Commercial Partners for increased top-line growth with Affinity.

Touchstone Commercial Partners

Michael Sanberg

Leasing and Sales