Select the deal structure — this controls buyer pool, disclaimer, and which fields are shown.
📋 Assignment
Assign your purchase contract. Cash / hard money buyers only.
🔄 Novation
Replace yourself in the contract. FHA / conventional welcome.
🔑 Subject-To
Buyer takes over existing mortgage. Optional cash to seller.
🔀 Hybrid Sub2 + Seller Finance
Sub2 + cash to seller + payments on remaining seller equity.
💰 Seller Finance
No existing debt. Seller carries the note on full purchase price.
🔑 Subject-To details
Leave blank or $0 if taking subject-to with no upfront cash to seller
🔀 Hybrid: Subject-To details
💵 Cash to seller at close
Paid at closing — goes towards seller's equity
📅 Seller carry — remaining equity payments
Total equity minus upfront cash
💰 Seller finance terms
Open to traditional financing buyers?
FHA, conventional, VA, USDA buyers can purchase this deal. Property must be in decent condition to pass appraisal.
Traditional financing buyers are hidden for this deal. FHA, conventional, VA, and USDA loans require the property to be in safe, sound, and habitable condition — major rehab and teardown properties will not pass appraisal.
Property details
Basic info about the property.
📍 Nearby neighborhoods & landmarks — used for buyer matching:
Type the city or area name — geocoding will handle the matching
TurnkeyCosmetic onlyLight rehabMajor rehabFire / water damageTear downNew construction
Property condition & systems
Buyers underwrite heavily on these — be as accurate as possible.
Property intel
Fields auto-fill when address is selected
Auto-filled via Perplexity — all fields editable. Override anything that looks off.
⚠ AI-generated — review and edit before posting. This text is shown to buyers.
Numbers
Be accurate — serious buyers will run their own comps.
⚡ Win It Now price
Buyer pays this price, deal is locked immediately — no negotiation
Buyer skips the offer process and locks it immediately.
Live deal analysis
Gross margin
—
ARV − price (before rehab)
Price / ARV
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Lower = better deal
Est. rehab
—
Your estimate
Rental analysis
Rent ratio
—
rent ÷ price
1% rule
—
benchmark ≥ 1%
GRM
—
price ÷ (rent×12)
Gross margin = ARV − price. Does not include rehab, closing costs, or holding costs.
Show rental analysis to buyers?
When on — buyers see a rental snapshot on the deal page showing the 1% rule check and gross rent multiplier. Only enable if this is a viable rental property.
Photos
Upload property photos. First photo becomes the cover image.
📷
Click to upload or drag & drop
JPG, PNG up to 10MB each · Up to 20 photos
📁
🎬
🔗
Upload survey, seller disclosures, or any docs the seller has provided. These are shown publicly so buyers can review before submitting an offer.
📋
Click to upload seller documents
Survey, disclosures, inspection reports · PDF, JPG, PNG · max 10MB each
Links and uploaded files appear on the deal detail page — all buyers can view seller documents before submitting an offer.
Description & notes
Tell buyers what makes this deal interesting. Seller situation, timeline, any quirks.
No HOAHas HOAZone X — low flood riskFlood zone AECorner lotLarge lotCul-de-sacPoolGarageNew roofUpdated kitchenUpdated bathroomsNew HVACFoundation repaired
Amount buyer must submit with offer
Draft Deals
Saved but not yet posted. Click Edit to finish and post.
📝
No drafts yet — save a deal as draft to see it here.
Offers
Every offer across all your active deals, newest first. Review POF and respond inline.
Closed Deals
These show on the buyer portal as your track record. Add post-closing outcomes to build credibility.
🏆
No closed deals yet — close your first deal to start building your track record.
P&L Ledger
All costs and commissions tracked
Address
Closed
Lead source
Gross fee
Total costs
Commissions
Net profit
Margin
No closed deals yet.
Terminated Deals
Silently archived — invisible to buyers. Interested buyers listed below for future outreach.
📁
No terminated deals. When you terminate a deal it archives here silently.
📈 Deal Performance
How each deal performed with your buyer network — notified, viewed, offered, and closed.
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Deals posted
—
Avg buyers notified
—
Avg offers per deal
—
Avg days to offer
Per-deal breakdown
Address
Market
Notified
Views
Offers
Days live
Status
Post your first deal to see performance data here.
💡 Open rate and click tracking per buyer will be available once SendGrid is connected. Notification counts will update live when you post deals.
Deal Settings
Global settings that apply to all your deals. Update once — changes apply everywhere.
📋 Assignment deal disclaimer
Shown at the bottom of every assignment deal on the buyer portal. Clearly visible to all buyers.
Last updated: Never
📋 Novation deal disclaimer
Shown at the bottom of every novation deal on the buyer portal.
Last updated: Never
📋 General due diligence note
Shown under deal numbers on all deals. Reminds buyers to run their own analysis.
Last updated: Never
⚡ Automated Sequences
Set and forget — fire automatically based on buyer behavior once SendGrid + Twilio are connected.
👀
Deal viewed — no offer nudge
A buyer views a deal but doesn't submit an offer within 24 hours. Sends a friendly nudge: "Still interested in [address]? The deadline is approaching and we have X other buyers looking."
Trigger: viewed but no offer · Delay: 24 hours · Channel: email + SMS
Active
📉
Price drop re-alert
You lower the asking price on an active deal. All previously matched buyers who viewed but didn't offer get a fresh alert.
48 hours before a deal's close deadline, all matched buyers who haven't submitted an offer get a final urgency reminder.
Trigger: 48 hrs before deadline · Channel: email + SMS
Active
🎉
Welcome sequence for new buyers
3-part welcome series after a buyer verifies their email. Part 1: welcome + how it works. Part 2 (day 3): current deals. Part 3 (day 7): tips for submitting a strong offer.
Trigger: buyer verified · Delay: 3-part over 7 days · Channel: email
Active
😴
Re-engagement for inactive buyers
A buyer hasn't logged in or opened a deal alert in 30 days. Sends a re-engagement email with recent deals they missed.
Trigger: 30 days inactive · Channel: email
Inactive
💡 Sequences fire automatically once SendGrid + Twilio are connected. Configured and ready now.
Buyer Database
0
New this week
0
Verified buyers
0
Total in database
0
Realtors
Profile type breakdown
Investors
Home buyers
Realtors
Property preference
Single family
Multi-family
Other types
Buyers may select multiple types
Popular locations
City / Region
Buyers
County
Buyers
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Buyer demand by region
Where to focus your acquisitions — more buyers = faster dispo
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📱 Buyer list is optimized for desktop. Tap any buyer name in the analytics view, or switch to a larger screen to see the full table.
Buyer
Phone
Locations
Type / Status
Price range
Actions
📋
No buyers match this filter yet.
Showing all buyers10 per page
Matching Engine & Notifications
Select a deal to see which buyers match and would be notified:
Select a deal aboveChoose a deal to see match results
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Matched buyers
—
Total buyers
Matched buyers
All matched buyers are selected by default. Uncheck any you want to skip.
0 selected
Select a deal above to run the match engine
Page 1 of 1
Not matched
These buyers didn't match. Click "+ Notify anyway" to include them.
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Page 1 of 1
How the matching engine works
A buyer matches a deal when ALL of these criteria align:
✓ Market — deal city matches buyer's selected metro chips OR their AI-parsed free text (zips, cities, counties, neighborhoods). Hard rule — must be set. ·
✓ Financing — buyer's financing type is compatible with the deal type. Hard rule — must be set. ·
✓ Price max — deal price falls within buyer's max range (10% buffer). Soft rule — blank = matches any price. ·
✓ ARV max — deal ARV falls within buyer's max (10% buffer). Soft rule — blank = matches any ARV. ·
✓ Property type — deal type matches buyer's selected property types. Soft rule — blank = matches all property types. ·
◎ Condition — captured for insight only, not used as a matching filter. ·
✓ Status — buyer must be Active. Flagged and Pending buyers are excluded automatically.
What buyers receive
Preview of the email, SMS, and in-app notification sent when a deal matches.
📧Email notificationVia SendGrid
New deal alert — Texas Equity Connect
Texas Equity Connect
New deal matches your criteria 🏠
Hey there, a new off-market deal just hit the platform in Houston that matches your buying criteria. Here are the details:
4821 Bellfort Ave, Houston TX 77033
Asking price
$115,000
ARV
$210,000
Est. rehab
$45,000
Beds / Baths
3 bd / 2 ba
Sq ft
1,240 sqft
Potential spread
$50,000
💡 Empty field handling: Rehab not filled → "Not estimated". Sqft not filled → hidden. For land/lots → "Sq ft" label swaps to "Lot size" automatically. Beds/baths hidden for land, commercial, and lot deals. Spread hidden if $0.
Deals move fast. This property has already been viewed by other buyers on the platform.
Fired the moment you click "Post deal" — SMS + email + in-app simultaneously
Follow-up nudge
24 hrs later — SMS only to matched buyers who viewed but did not offer
Price drop alert
If you edit asking price down — all matched buyers get a fresh alert automatically
Notification Log
Every notification sent, with open and click tracking.
—
Total sent
—
Open rate
—
Click rate
—
Offers generated
Edit Deal
⚡ Price drop — matched buyers will be re-notified
Reject buyer
Close Deal — Record P&L
Final closed price
What the buyer actually paid. This is what shows on your public track record — not the asking price.
Revenue
What you have it under contract for
Auto-calculated from closed price − contract price. Edit manually if needed.
Costs
Notary, courier, lockbox, etc.
Marketing
Enter actual cost from your campaign records
Commissions
Total costs$0
Commissions$0
Net profit$0
📸 Track Record Photo (optional)
Paste a direct image URL from your marketing photos. Shows on the buyer-facing track record card. 💡 Google Drive tip: right-click image → Share → Copy link, then change open?id= to uc?id= in the URL.
Team
Invite your dispo reps and team members. Control what each role can access.
Role permissions
Permission
Admin
Dispo Rep
Post & edit deals
✓
✓
View buyer database
✓
✓
Add & invite buyers
✓
✓
Deal-related notifications
✓
✓
Approve / verify buyers (POF review)
✓
View only
Close deal & record P&L
✓
✕
Campaign manager & P&L reports
✓
✕
Account settings & disclaimers
✓
✕
Invite & manage team members
✓
✕
💡 Roles can be updated at any time. Changes take effect on next login for that team member.
Active Members
0 members
👤
No active team members yet — invite your first dispo rep above.
Pending Invites
Invites sent but not yet accepted.
No pending invites.
Add Buyer to Platform
Invite existing contacts — they'll get an email to set their password and complete their profile.
This person is already in your network — the invite email will reference your existing relationship.
📧 Invite email will say:"Hi [name] — you're already on our buyer list at Texas Equity Connect. We just launched a private deal platform where you can browse off-market deals, set your buying criteria, and get notified the moment something matches. Click below to set your password and complete your profile."
Paste CSV data below. Required: first, email · Optional: last, phone, type, markets Header row optional. Example: Marcus,Thompson,marcus@email.com,(713)555-0101,investor,Houston
Invite Team Member
They'll receive an email to set up their admin access.
Can post & edit deals, add buyers, view buyer database, and receive deal notifications. No access to P&L, billing, or team settings.
📧 Invite email will say: "Hi [name] — Lisa has invited you to help manage Texas Equity Connect. Click below to set your password and access the admin portal."