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Off Market Solutions — the trusted exchange for off-market real estate

Banks & Institutions

Manage property inventory from one workspace.

Upload portfolios, organize listings, assign team members, prepare properties for publication, and review buyer activity without managing the process across spreadsheets and disconnected tools.

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Example workspace

Portfolio overview

Coastal REO Portfolio

18 properties

Active
7
Draft
6
Needs review
3
Paused
2

Recent import

portfolio-oct.csv

18 records processed

Team

  • Owner
  • Portfolio Manager
  • Viewer
Illustrative sample. Names and activity are not real client data.

How it works

From portfolio upload to buyer activity.

Built for banks, credit unions, asset managers, and investment companies.

  1. Step 1: Add the portfolio

    Create a portfolio or upload inventory in bulk.

  2. Step 2: Review the properties

    Organize property details, resolve import issues, and keep each listing in the correct workflow state.

  3. Step 3: Publish when ready

    Move eligible properties into the OMS marketplace when authority and required account conditions are satisfied.

  4. Step 4: Track activity

    Review buyer interest, showing activity, listing status, and portfolio progress from the Institution workspace.

Also included

  • Team rolesInvite Owners, Admins, Portfolio Managers, and Viewers, with access scoped by role.
  • Portfolio ManagersAssign Portfolio Managers to the portfolios they oversee.
  • Bulk listing operationsUpdate many organization-owned listings at once instead of one at a time.
  • ImportsUpload CSV or XLSX inventory and review possible duplicates before the import completes.
  • Billing ownershipListing billing belongs to the organization, not to an individual team member.
  • Property contextSee property details from approved data sources alongside the inventory you submit.

Boundaries & legal context

Organization review and property authority are separate.

OMS organization review does not establish title, legal ownership, servicing authority, authority over any specific property, or ability to close. Uploading a portfolio does not prove ownership; property-level authority is a separate workflow.

Property context from data sources is informational and does not establish title or authority. The current product does not automate KYB or enable ATTOM owner verification.

Buyer interest is nonbinding. Messages, showings, and listing state follow OMS workflow controls.

Institution onboarding

Ready to set up your Institution workspace?

Start Institution onboarding