Watch the Replay:
REI BlackBook Deals Pipeline Walkthrough
See how REI BlackBook is transforming deal and seller management with a smarter workflow, clearer deal tracking, and new automations designed to simplify your daily work.
What You’ll See in the Demo:
✅ Drag & drop pipelines that move deals from lead to close
✅ Smart triggers (move a card → auto-texts fire, tasks assign, appointments land)
✅ Built-in property marketing tied to each deal
✅ Notes, comps, repair lists, and contacts—all in one place
✅ Automatic deal creation when leads submit forms, call in, or text your number
✅ How Seller Sheets connect to the deal so your intake stays consistent
✅ Role-based messaging for sellers, buyers, lenders, and agents
✅ A look at the new deal overview coming soon
Why This Matters:
Most investors manage deals in notes, spreadsheets, or inside a single contact record. As your business grows, so does the chaos.
The new Deals Pipeline gives you a clear, stable way to track deals from first contact to closing without the clutter, confusion, or duplicate data.
Chapters:
- Introductions and Updates (00:00)
- Platform Evolution (03:29)
- Live Demo (12:05)
- Deal Setting (21:12)
- Update Repair Pricing (30:52)
- Create a Deal with Contact Workflows (32:16)
- Demo Creating a Deal from a Workflow (35:58)
- Upcoming Features (58:10)
- Follow-Ups and Offers (01:02:14)
- Title and Closing Steps (01:06:42)
- Q&A: Deal Management (01:08:38)
- Q&A: Visual Indicators and Workflows (01:29:31)
- Q&A: Buyer Pipelines (01:34:38)
- Q&A: Lead Generation and Conversion (01:41:12)
- Community Engagement (01:47:34)
Coming Soon
Q&A Sessions
Beta Quick Facts:
- Runs alongside your existing tools no disruption
- Convert existing contacts and properties to deals when you’re ready
- Included in your plan (no extra cost)
- Your data is protected, including mobile access and stored documents
- Reporting and mobile views continue to improve throughout the beta
Your Role in the Beta:
1️⃣ Test it on a real deal - put Deals (Beta) into your actual workflow.
2️⃣ Push it hard - edge cases, unusual scenarios, real-world messiness.
3️⃣ Tell us everything - what works and what doesn’t, every note helps us make it bulletproof.
If you run into anything or want to share ideas, we’d love to hear from you. Email support@reiblackbook.com and use the subject line Beta Feedback so it gets to the right place.
Your feedback directly shapes how Deals evolves inside REI BlackBook. Every insight makes it stronger for you and the entire community.
95% of investors bleed deals because their pipeline lives on a whiteboard, in a spreadsheet, or in their memory. By testing Deals (Beta), you’re helping us fix that once and for all — giving investors a way to manage every deal end-to-end without babysitting the process.
