Case Study: Sands Investment Group achieves 30% more deals and 45% more OM downloads with Quickbase

Sands Investment Group Increases Offering Memorandums Production and Downloads with Quickbase

Sands Investment Group (SIG) is a digital-first commercial real estate brokerage specializing in Triple Net Lease (NNN) properties that relies heavily on Offering Memorandums (OMs). As the firm grew, its marketing and compliance teams were bogged down by email, simple forms, and Google Sheets, creating bottlenecks, fragmented reporting and transparency, and long OM turnaround times (around five days) that limited deal capacity.

SIG deployed Quickbase integrated with Salesforce (using Pipelines), replicating its workflows and adding a Compliance Tracker, automated checklists, and notifications. The change cut OM turnaround to about 2.8 days, increased weekly deal throughput (roughly a 30%+ boost), raised OM downloads by 45% and email subscriptions by 43%, improved compliance approvals and broker visibility, and enabled more listings, higher margins, and scalable growth.

Sands Investment Group

Ryan Passe

Executive Vice President