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.
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
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ARV − price (before rehab)
Price / ARV
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Lower = better deal
Est. rehab
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Your estimate
Gross margin = ARV − price. Does not include rehab, closing costs, or holding costs.
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.
All Offers
Every offer across all your active deals, newest first.
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 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. These fire automatically based on buyer behavior. Toggle each one on or off.
👀
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 reduction re-alert
When you lower the asking price on a deal, all matched buyers who previously viewed but didn't offer get an immediate re-alert: "Price just dropped on [address] — now asking $X."
48 hours before a deal's close deadline, all matched buyers who haven't submitted an offer receive an urgency alert: "Last chance — [address] closes in 48 hours."
When a new buyer joins and gets verified, they receive a 3-part welcome: Day 1 intro email, Day 3 "here's how to use the platform" tips, Day 7 "deals active now in your market" digest.
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: "We've had X new deals in your market this month — here's what you missed."
Trigger: 30 days inactive · Delay: scheduled · Channel: email
Inactive
💡 These sequences will fire automatically once connected to SendGrid (email) and Twilio (SMS) in Phase 6b deployment. Until then, they are configured and ready — activation happens when you go live.
Campaign Manager
Log your monthly marketing spend by channel. The system auto-calculates cost per deal (CPD) when you close a deal.
Monthly Spend by Channel
CPD = channel spend / deals closed from that channel that month.
Month
Direct Mail
PPC / Google
Cold Calling
SMS Blast
Other
Total
Deals
Avg CPD
Cost Per Deal by Channel — Last 3 months avg
Buyer Database
☀️Light mode
0
POF under review
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
Financing breakdown
Cash / HML
DSCR / Bridge
Conventional
Buyers may use multiple methods
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
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Total buyers
Matched buyers
These buyers will be notified via email, SMS, and in-app.
Select a deal above to run the match engine
Not matched
These buyers did not match this deal's criteria.
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How the matching engine works
A buyer matches a deal when ALL of these criteria align:
✓ Market is in their selected areas ·
✓ Price falls within their min/max range ·
✓ Property type matches their preferences ·
✓ Condition is acceptable to them ·
✓ Financing is compatible with the deal type ·
✓ Status is verified
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.