New

Deal Settings

The Deal Settings area now includes a centralized configuration hub for all deal-related customization, giving you complete control over how deals are organized, categorized, and displayed.

Deal Fields

• Predefined set of default deal fields.
• Add, edit, or delete custom fields to capture specific property or transaction details.
• Group fields into logical sections (e.g., Financial Information, Property Condition).
• Fields appear in the Deal Details view under relevant custom deal tabs.
• Fields can be used to get information while transitioning status of a deal. This configuration is done from Deal Types.

Deal Tabs

• Configure and reorder tabs displayed within the Deal Details page.
• Delete unused tabs to streamline navigation for your team.

Deal Types

• Predefined default deal types include Seller Leads, Fix & Flip, Rental, and Wholesale.
• Create and manage your own custom deal types.
• A deal type can have its own set of Statuses (aka deal lifecycle).
• Define fields that need to be collected on Status Transition.
• Define the Workflow that needs to be run on Transition (Coming Soon).

Deal Tags

• Create a tagging taxonomy to classify deals (e.g., “Hot Lead,” “Follow-Up Required,” “Investor Ready”).
• Tags are visible in the Deal Details page for quick identification.

Seller Sheet

• Structured form linked to each deal for capturing seller motivation, occupancy, mortgage details, property condition, offer type, and financial info.
• Supports custom sections for specialized data capture.
• Directly editable within the Deal Details Overview tab.

Repair List

• Itemized breakdown of required repairs, including cost estimates.
• Supports category grouping (e.g., Interior, Exterior, Plumbing, Electrical).

Pipeline

The Pipeline view provides a Kanban-style visual representation of deals, making it easy to track progress across different stages.

• Multiple Pipelines: Create separate pipelines for different business processes or deal types.
• Custom Stages: Define stage names and order to match your business flow.
• Drag & Drop Card: Easily drag and drop cards between stages and pick statuses if multiple are bound to a stage.
• Stage Counts: View the number of deals per stage at a glance.
• Customization Menu:
  • Options to duplicate or delete pipelines.
  • Configure deal rotting settings and color bindings.

Deal Cards

Each Deal Card is a snapshot of a deal with instant access to key information.

• Displays deal name, photo, address, key attributes (beds, baths, sqft), price, deal type, and creation date.
• Shows contact avatars for primary and associated contacts.
• Displays lead source (e.g., Direct Mail) and status tags (e.g., New Lead, Need Follow Up).
• Embedded action icons for calling, sending SMS or email, and opening deal details.
• Deals display badge counts to show deal aging.

Deal Details Page

The Deal Details page is the hub for all information related to a single deal.

• Overview:
  • Revenue Projection: Displays purchase price, holding cost, rehab cost, selling cost, ARV, and projected revenue.
  • Seller Sheet: Shows seller motivation, occupancy, mortgage info, property condition, offer type, and financial info.
• Property Details: Includes all property attributes and image upload/remove options.
• Comps: Comparative market analysis.
• Repair List: Cost and task breakdown for repairs.
• Analyzer: ROI and profitability calculations (Coming Soon).
• Files: Attach and view deal or property-related documents.