Salesforce · AscendixRE Delivery

AscendixRE implementation that survives contact with brokers

An AscendixRE implementation is not an install. The package installs in minutes; what takes weeks is migrating property, comp and pipeline history in dependency order, mapping the automation that fires when a Deal closes, and getting brokers to work in it rather than around it. Twopir Consulting delivers all three.

Migration Load Order
WHERE THE DATA LIVES TODAY Spreadsheets Comps · Rent rolls · Contacts Legacy CRM · Outlook Pipelines · Activity history Comp history Broker pipelines Property lists TWOPIR IMPLEMENTATION LAYER 01 · Foundation Account · Contact Documented first Sharing model set 02 · Asset Side Property · Availability Listing · Lease · Sale Addresses pre-validated 03 · Money Layer Inquiry · Deal Commission · Splits Rent tables last DEPENDENCY ORDER · 99-RECORD CHUNKS · ITERATIVE CLEANUP 2πr LIVE IN ASCENDIXRE Governed Portfolio One property record, one set of availabilities One Pipeline Every desk's deals in one governed model Comps That Build Every close writes its own lease or sale comp MODEL · MIGRATE · CONFIGURE · CUT OVER · ADOPT
40%
Manual workload cut · Property ops
90%
Listing data accuracy · RE practice
2.4×
Agent productivity · RE practice
250+
Deployments delivered

Trusted by 500+ organizations — with 250+ deployments delivered across the Salesforce ecosystem platforms commercial real estate teams run on.

Salesforce Partner
Conga
Celigo
FormAssembly
Breadwinner

Delivered For

  • Salesforce Partner
  • Brokerage
  • Tenant Rep
  • Landlord Rep
  • Capital Markets
  • Asset Services
  • Land & Development
  • Multi-Office Firms
Where Rollouts Break

The six things that slip an AscendixRE go-live

None of these are software defects. All six are delivery decisions, and all six are cheaper to handle in week one than in week nine. This is what a scoped implementation prevents.

Data loaded out of dependency order

Ascendix documents Accounts and Contacts as foundational for a reason: Property, Listing, Lease and Deal all hang off them. Load Property first and you spend the next sprint re-parenting records by hand.

Addresses validated after the first failed load

Property import runs in 99-record chunks and one bad record blocks that chunk's address updates. A plan with a single load window meets this on day one; a plan with cleanup cycles built in does not.

Deal stages redesigned before close logic is mapped

Deal Sub Type drives which Listing record type gets written, and closing a Deal creates the lease or sale comp. Ascendix configures this through Object Field Mapping and warns that changes are not validated automatically.

Commission rules gathered too late

House splits, YTD thresholds and multi-broker attribution are the most politically sensitive configuration in the whole build — and the commission dialog caps at 10 fields. Discovering that in UAT means renegotiating with brokers.

No parallel run, so nobody trusts the numbers

Brokers do not abandon a spreadsheet because a system went live. They abandon it when the new pipeline and the old one agree for a full month — which only happens if you plan to run both.

Training built around features, not desks

A tenant rep and a capital markets analyst use almost none of the same screens. One generic training session produces one generic adoption curve — which is to say, none at all.

What It Involves

An AscendixRE implementation, stage by stage

An AscendixRE implementation is the work of getting a commercial real estate business operating inside Ascendix Technologies' managed Salesforce package: modelling the org, migrating property and transaction history, configuring the package against how each desk transacts, testing the automation it ships with, and moving people onto it. Installing the package from the AppExchange is the smallest part of it and takes minutes.

The package gives you the CRE spine — Property, Availability, Listing, Lease, Sale, Inquiry and Deal, plus commission tracking, rent tables and stacking plans. What it cannot give you is a decision about how your business uses them: whether a capital markets pursuit and a tenant rep assignment are the same Deal record type, how a sublease is represented, which desks can see which pipelines, or what happens to eleven years of comp history in a spreadsheet. Those are the implementation.

What Twopir delivers. We design the data model and sharing architecture, sequence and run the migration, configure record types, layouts, permissions and the Object Field Mapping behind deal close, test the packaged automation against your real transactions, run a parallel period, and train by desk rather than by feature. Where configuration cannot reach the requirement, we build alongside the managed package — never inside it — so Ascendix's automatic upgrades keep working. Deeper extension work is covered on our AscendixRE customization page.

Before this page applies. If the licence topology, edition and fit question are still open, start with AscendixRE consulting — those decisions set the constraints every implementation choice below inherits. For the broader platform context, see Salesforce for commercial real estate.

Scope Boundaries

What is in the build, and what is deliberately not

Most implementation disputes are scope disputes wearing a technical costume. We publish the boundary up front so the conversation happens before the statement of work, not during UAT.

01 · Core Build

In the implementation

The work required to run your business on AscendixRE for the business lines named in the statement of work.

  • Data model, record types and sharing design
  • Migration of property, comp and pipeline history
  • Package configuration per desk
  • Deal close logic mapped and regression-tested
  • Commission rules, reports and dashboards
  • Parallel run, cutover and role-based training

The test we apply Could the desk do its job on day one without opening a spreadsheet? If not, it is still core build.

02 · Change Request

Priced separately, honestly

Real work that appears mid-project because the business changed or a requirement surfaced that discovery could not have found.

  • An additional business line or acquired office
  • Source systems discovered after the data audit
  • Commission models that need custom calculation
  • Integrations added to the scope
  • Custom objects and Apex beyond the agreed set

How we handle it Estimated and approved as its own line before any work starts. Nothing is absorbed quietly and nothing appears on a final invoice.

03 · Phase Two

Deliberately deferred

Work we recommend postponing until the org has run under real deal flow, because doing it early usually means doing it twice.

  • Advanced reporting once real data exists
  • AI Suite adoption after baseline habits form
  • Portal and client-facing experiences
  • Second-wave integrations by measured value
  • Automation tuned to observed behaviour

Why defer Reporting and automation designed against imagined usage get rebuilt against real usage. Three months of live data is cheaper than a rebuild.

On timelines

Ascendix and independent reviewers describe two to four weeks for small teams, longer once customisation is involved. That matches what we see for a single desk on clean data with no integrations. Multi-desk brokerages with comp history to preserve and systems to connect run longer, and we would rather say so at proposal stage than discover it at cutover. The three variables that move the date are always data quality, the number of genuinely different deal shapes, and integration count.

What We Build

The six workstreams inside every AscendixRE build

These run in parallel rather than in series, which is how a multi-desk brokerage gets live in a quarter instead of a year. Each has its own acceptance criteria.

Org & Data Model Setup

The structural decisions, made once and made properly, because every later choice inherits them.

  • Package install and namespace confirmation
  • Record types per business line and deal shape
  • Property, unit and availability structure
  • Org-wide defaults and role hierarchy
  • Permission sets and licence assignment

Data Migration

Property, comp and pipeline history moved in dependency order with cleanup cycles planned in, not bolted on.

  • Source audit and de-duplication
  • Address pre-validation before first load
  • Ascendix import template preparation
  • Chunked loads with per-chunk error handling
  • Reconciliation against source record counts

Package Configuration

The package shaped to your vocabulary and your process, using the configuration surface Ascendix exposes.

  • Tab, field and picklist relabelling
  • Page layouts and Lightning record pages
  • List views and editable grid columns
  • Object Field Mapping in the Admin Console
  • Custom Metadata-driven field value logic

Close Logic & Comp Integrity

The automation that turns a closed Deal into comp history, verified against your transaction types before anyone relies on it.

  • Deal Sub Type to Listing record type mapping
  • Lease comp creation on leasing deals
  • Sale comp creation on investment sales
  • Availability close-out behaviour
  • Regression testing every mapping change

Commissions & Reporting

The money layer, configured so brokers trust it — because a commission number people query is worse than no number.

  • Tiered house splits and YTD thresholds
  • Deal Source splits validated against 100%
  • Role-based commission visibility
  • Pipeline, comp and production dashboards
  • Invoice and payout hand-off

Cutover & Adoption

The part most implementations under-resource, and the only one the business actually experiences.

  • Parallel run with reconciliation checkpoints
  • Desk-specific training and quick reference
  • Data entry standards agreed with brokers
  • Hypercare through the first close cycle
  • Adoption measured, not assumed
The Load Order

What gets migrated, and in what order

Ascendix documents Accounts and Contacts as the foundational load and supplies a multi-tab import template through its sales team. The rest of the sequence follows from how the objects relate — and getting it wrong is the most common cause of a slipped go-live.

AscendixRE migration sequence and the reason each stage sits where it does. Object names are user-facing labels, not API names — confirm those in your own org before writing any load script.
StageWhat loadsWhy it sits here
01Account and ContactDocumented by Ascendix as foundational. Account plays landlord, tenant, investor, owner or lender depending on context, so almost everything downstream references it.
02PropertyThe asset hub — a Property is the building itself. Pre-validate addresses here: import processes in 99-record chunks and one bad record blocks that chunk's address updates.
03AvailabilityVacant units or suites within a Property. There is no separate Space object, so availability structure has to be settled before anything references it.
04ListingThe broker agreement against a Property. Record type — lease, sale, or sale or lease — needs to match the convention the deal close mapping will use later.
05Lease and SaleYour comp history. These are not separate comp objects: Lease and Sale are the comps, which is why historical transactions must land here rather than in a custom object.
06InquiryOpen requirements and live interest, loaded before conversion runs so nothing gets converted twice or stranded without a Listing.
07DealThe live pipeline. Loaded once its parents exist, and only after close logic has been mapped — importing a closed Deal can trigger downstream record creation.
08Commission, Deal Source, Rent TableThe money layer, last. All three are deal children, splits are validated against 100%, and rent schedules hang off both Deal and Lease.
Budget for cycles, not a window

The 99-record chunking behaviour is the single most schedule-relevant thing Ascendix publishes about imports. It means migration is an iterative cleanup process, not a load window: you run, you read the failures, you fix the source, you run again. We plan three passes as standard and validate addresses before the first one rather than after it.

Our Delivery Model

Five phases, with a real definition of done

Each phase has an exit criterion the client signs off. We do not start the next one until the previous one holds — which is why our cutovers are quiet.

Phase 01

Discovery & Describe

Desk-by-desk process mapping plus a technical describe of the installed package — API names, record types, relationships and what the automation actually does.

Phase 02

Model & Configure

Record types, layouts, sharing, permission sets and field mappings built in a sandbox against real sample transactions from each business line.

Phase 03

Migrate & Reconcile

Staged loads in dependency order with per-chunk error handling, repeated until source and target reconcile on counts and on spot-checked records.

Phase 04

Parallel Run & UAT

Brokers work both systems for a full close cycle. Deal close behaviour, commission calculations and comp creation are verified on live transactions, not fixtures.

Phase 05

Cutover & Hypercare

Final delta load, desk-based training, and daily support through the first month-end — then a handover into managed support or your own admin team.

Client Outcomes

Real estate deployments already running

These engagements ran on Salesforce and Propertybase rather than AscendixRE. The delivery discipline is what transfers — migration sequencing, commission logic, compliance workflow and a parallel run people actually trusted.

★★★★★
Twopir Consulting transformed our real estate operations by unifying AML/KYC, inquiries, contracts, and commission tracking into a single Salesforce–Propertybase platform. Their API-driven approach automated workflows, reduced errors, and enabled real-time data synchronization. With improved visibility, collaboration, and compliance, we now operate faster, smarter, and with greater confidence.
Marcel Francis Director, CX · Sotheby's — reviewed August 2025 Real Estate · Salesforce
Case Study

Real Estate Company — Property Operations

Streamlining property management operations with Propertybase CRM automation.

40% Cut in manual workloads
90% Listing data accuracy · RE practice
−32% Deal fallout · RE practice
Read Full Case Study
★★★★★
The measure of an implementation is not the go-live date. It is whether the brokers are still in the system at the next quarter close, and whether the comp history has kept building itself without anyone maintaining a spreadsheet on the side. We plan the parallel run for that, not for the launch.
Twopir Consulting Delivery practice · commercial real estate How We Work
Practice Snapshot

Twopir Delivery Practice

Salesforce and CRM deployments across real estate, legal, healthcare and SaaS.

250+ Deployments delivered
40+ Consultants
12+ Years delivery
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Why Twopir

Implementation partners who stay past cutover

We work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges. A brokerage moving eleven years of comp history onto a new package is exactly that problem.

We describe the org before we design for it

Ascendix publishes a user guide, not a schema reference. Object API names, relationship types and record types come from a describe against your sandbox in week one — never from an assumption.

We treat migration as a process, not an event

Chunked imports, a single bad record blocking a chunk, and comp history that has to survive intact mean iterative cleanup. We plan the cycles into the schedule instead of absorbing them as delay.

We regression-test packaged automation

Ascendix's own guidance on field mapping is that manual testing is recommended because validation is not automatic. We take that literally and test every mapping change against real transaction types.

We build beside the package, never inside it

AscendixRE auto-upgrades. Anything we build references the managed package rather than modifying it, so a vendor release is a routine event rather than a regression hunt.

We measure adoption, not attendance

Training sessions delivered is not a metric. Records created per broker, pipeline updated within seven days, and commission queries raised are — and they are what we report on through hypercare.

Common Questions

Answers before the first call

Ascendix and independent reviewers describe two to four weeks for small teams, with longer timelines once customisation is involved, and that matches what we see for a single desk on clean data with no integrations. Three variables move the date: how clean the property and comp history is, how many business lines have genuinely different deal shapes, and how many integrations are in scope. A multi-desk brokerage preserving years of comps and connecting an accounting system is a multi-month programme, and we would rather say that at proposal stage than at cutover.

Less than most partners ask for, but the pieces we need are specific. One decision-maker per business line who can settle process questions without convening a committee. A data owner who can answer what a column in a spreadsheet actually means. Someone who can state the commission rules authoritatively, because that is the configuration brokers will check first. And broker time during the parallel run — typically a few hours a week for one close cycle. Discovery and describe work we do ourselves.

It migrates. In AscendixRE the Lease and Sale objects are simultaneously the transaction record and the comp store, so historical comps load into the same place new ones will be created — there is no separate comp object to maintain. Ascendix supplies a multi-tab import template through its sales team. What determines the effort is source quality rather than volume: comps in a spreadsheet with inconsistent property naming need a reconciliation pass to attach to the right Property record, and that is the work, not the load itself.

Brokers adopt systems that pay them back faster than the spreadsheet does, and resist systems that only feed management reporting. Practically, that means three things during implementation: configure each desk's screens so the fields a broker must fill are the fields they already care about, get commission visibility and accuracy right early because that is the number they check first, and run both systems in parallel for a full close cycle so the pipeline proves itself. We measure records created per broker and pipeline freshness through hypercare rather than counting training attendance.

It depends entirely on the licence topology, which is why we settle it before implementation rather than during. If AscendixRE runs in a Salesforce org you own, removing the package does not remove your org or your access to the data in it. If it runs on the OEM licence bundled with AscendixRE, org access after termination is a genuine commercial risk and the data-exit terms need reading carefully before signature. We raise this at scoping because it is a contract question with a technical consequence, and it is far cheaper to answer then.

Yes, and it is a meaningful share of the CRE work we take on. A rescue starts with the same describe we would run on a new project, plus an audit of what has already been configured and migrated — the question is always whether to complete the existing build or restructure part of it. Most commonly we find the data model was set before the business lines were mapped, or deal close behaviour was never tested against real transaction types. Both are recoverable without starting over. If the org is live but underperforming rather than mid-build, our AscendixRE support and managed services is usually the better fit.

We do, but we price them as their own line rather than folding them into a build estimate — because AscendixRE ships essentially none of them. Ascendix states that it does not promote or partner with third-party apps; the documented exceptions are email parsing from LoopNet and Crexi that creates Inquiry records, an Outlook connection, and a Box integration article. Everything else, from e-signature to accounting to market data, is custom scope. Keeping integrations visible as separate line items is the only way a business case stays honest. See AscendixRE integration services for how we approach them.

Next Step

Put a date on go-live you can actually defend

Bring us your business lines, your data sources and your commission rules. You will leave the first session with a phased plan, a migration sequence and the three things most likely to move the date.

Still evaluating? Start with AscendixRE consulting — or see customization, integration and support, or the wider Salesforce for commercial real estate practice.