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Jimmy Castellanos is an Investment Associate with Marcus & Millichap in their founding office in Palo Alto, CA. He joined the commercial real estate industry in 2017. Before entering into investment real estate brokerage, Jimmy received his BA from Santa Clara University. While in school, he was the Co-Founder and President of the Santa Clara University Real Estate Association, which has now grown to 300+ members. 

I started as an agent in August of 2017. Once I got into the swing of things, I started looking at commercial real estate technology solutions in December. Growing up in Silicon Valley, I developed a large network of industry professionals ranging from technology to real estate, and thus developed an interest in the intersection of these two industries. I believe technology and real estate complement each other in a way that is unique to this area, and will continue to feed the dynamic CRE market.

I had used Salesforce in the past and I liked it, but I wanted to go in the direction that software was going. I was considering REA and another Salesforce-based platform, but ultimately went with Apto.

Fast forward to today and Apto is all I use. I’m cold calling anywhere from 250 to 300 people every week. Plus, on top of that, I’m working to close deals. Not only does Apto help me organize my contacts into different groups when I’m trying to prioritize who to call, but it also helps my business partner and I stay in touch with past clients. Because Apto is cloud-based and has a mobile app, when I’m rushing to a meeting, I can look up a person’s contact record on my phone, on the spot.

"When it comes to working with the Apto team, everyone has been super responsive. I’ve had zero issues with customer service; they’ve been phenomenal. I’ve also spoken with the product team, and they’ve been incredible."

If I think back to an instance where I couldn’t have closed a deal without the help of Apto, one immediately comes to mind. We had a somewhat contentious relationship with some clients; some of their expectations were unreasonable, but they were also parting with an industrial property they had had for a while, so I understood the close connection. It took seven months to get the property under contract, and during that time, we used Apto to put together monthly—sometimes weekly—reports to show them buyer activity. This allowed us to stay in touch with interested brokers and ultimately have one write up an offer from a client. More importantly, because Apto helped us stay organized and give continual status updates, it gave the owners of the property a vote of confidence to continue working on the deal with us.

When it comes to working with the Apto team, everyone has been super responsive. I’ve had zero issues with customer service; they’ve been phenomenal. I’ve also spoken with the product team, and they’ve been incredible.

When I purchased Apto in December, no one had it in our office. Since then, I have had a lot of people come to me asking about it. “You need to get it” is what I tell them. I’m really passionate about Apto, and can’t imagine my job without it. Once you learn the system and get the momentum, it’s going to be game-changing. 

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Jimmy Castellanos

Investment Associate

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