Every line below is in the product now, running our own acquisitions in Sarasota — calls, texts and all of it live on real numbers.
Lists and data
Import CSVs with columns matched automatically
The same house on a second list stacks onto the lead instead of duplicating it
Addresses normalized on the way in, so “123 N.W. Main St Apt 4” and “123 NW MAIN ST #4” are one property
Duplicate merging that keeps both sets of notes and every phone number
Bulk assign, status changes and tagging across a filtered set
A warm-leads view separate from the main list
Every lead scored out of 100 on equity, distress, how long they have owned it, how many lists it turned up on and the age of the house
A low score tells you which kind it is: a poor lead, or one nobody has looked at yet — those need opposite things doing to them
Filter by the same flags shown on a lead, combined — high equity and absentee owner and pre-1978, in one list
Search for houses and add a whole page of results as leads in one go, with the ones you already have marked
Listing agent name, phone and email filled in for on-market leads, found automatically
Development targets in Sarasota County: apartment-zoned lots holding far fewer homes than the zoning allows, ranked, with the owner's mailing address and a mail-merge export
Skip tracing
DealMachine tracing inside the CRM, writing numbers straight onto the lead
Records that already have a number are skipped, so you never pay twice
Monthly credit usage tracked against your plan
Owner name, mailing address, lender, loan rate and balance captured with the numbers
Unit count captured too, so a fourplex stops being described by its bedroom count
Newly filled-in leads are re-scored on the spot, so the queue reorders itself
Do-not-call status checked at the provider before a number is stored
Calling
A queue that builds itself: follow-ups first, then leads nobody has tried, best lead first within each
Click a number and it hands off to whatever you dial with, logs the attempt and starts the clock
Call scripts beside the queue, with the lender, address and sale date filled in from the lead
Scripts editable in the app, with coaching notes that render dimmed so nobody reads them aloud
Dispositions that separate reaching someone from actually having a conversation
When a call ends, the outcome is asked for before the next dial, so a call cannot be quietly skipped
Connected calls nobody filed are listed in one place, and each caller sees their own count on the queue
Each number on a lead carries its own status, so a disconnected line sinks instead of being redialled
A lead's mobile number is tried before its landline, because landlines are far more often dead or wrong
Talk time captured on calls somebody answered, and left off the ones they did not
Calling hours judged in the property owner's time zone, not yours
Underwriting
Comparable sales and active listings, with distance, price per square foot and a similarity score
An ARV from the median of sold comps — not an automated valuation, and not asking prices
The 70% rule on every lead, showing which figures it used
Fix-and-flip analysis: financing, holding, selling costs, profit, margin, ROI
BRRRR analysis with refinance, cash left in and cash-on-cash return
Buy-and-hold analysis on its own math: a permanent loan with no refinance, the cash needed up front, net operating income, annual cash flow and loan paydown
Pick the rent a hold is judged on — what the owner told you, the market rent, or what Section 8 pays — and it carries into the proposal
Section 8 rent counted unit by unit, so a duplex of two 2-beds gets two 2-bed rents instead of one 4-bed
A BRRRR Deal Card on every lead, with the highest price that passes both of its tests — shown as a ceiling, not an opening offer
One click from that price to a BRRRR letter of intent
Comps pull themselves when a lead comes in or is first opened, inside a monthly spending limit you set
Street view, satellite and map on every lead
MLS status, equity, absentee, vacant and pre-1978 flags
Unit count on multifamily, shown only where it means something
Following up
Follow-up sequences that turn into tasks on the right person's list
When a caller sets an appointment, the closing team and the owners get an alert, an email and a phone notification, and it sits at the top of the dashboard with a Take it button
Once the appointment time passes, the CRM asks how it went — offer made, turned down, follow up, reschedule — so offers actually get counted
Steps spaced in days — second dial at two, a text reminder at five, a check-in at fourteen, each one a task rather than a message sent on its own
A sequence stops the moment they text back, pick up, or ask not to be contacted
Stopping is re-checked every time a step comes due, not just when it started
Follow-ups due, never-attempted and waiting-on-skip-trace counts on the dashboard
Cash buyers
Find buyers you do not have yet: name a ZIP, a city or a county and it looks for homes a company bought there recently — the closest thing to proof somebody pays cash for houses without asking them
Sales grouped into buyers rather than listed as properties: one company spelled three ways is one buyer, and so is one person behind three single-purpose LLCs
Ranked by how many they bought, so the buyer who took four houses this year is the first call
A buy box inferred from what they actually paid, and the houses it was inferred from kept on the record
The cost of a search shown before it is run, and counting what is out there costs nothing
Import the buyer list you already keep — columns matched automatically, and the buy box read out of your notes column when there are no columns for it
A buyer list recording what each one actually buys — areas, price band, size, rehab appetite
A badge on any lead somebody on your list would already take, priced off what a buyer would pay rather than what the house is worth
Every lead shows who would take it, matched against that list
Near-misses stay visible with the reason, because a buyer who fits on everything but the rehab is still a phone call
Buyers who have closed with you outrank a better paper fit
Every buyer carries their own record — how many they have closed, and whether they are still buying or have gone quiet
Closing a deal credits the buyer automatically, so the track record is what happened rather than what somebody remembered to type
Deals under contract show how many buyers on your list already fit, before you go looking
A buyer portal they sign into with an emailed link — no account to create, no password to forget
Current deals on a map, already filtered to what that buyer told you they buy
Publishing writes a buyer-safe copy of the property: the owner's name, the loan balance and what you contracted at never leave the building
The exact address held back until you choose to show it, with the map pin rounded to a block so it isn't given away
Leads from your website
Every form on your site lands in the CRM instead of an inbox
A homeowner with an address becomes a lead, stacking onto the county record if you already have the house
An investor becomes a buyer, switched off until somebody activates them — anyone can type an address into a public form
Agents and partners are kept as enquiries rather than lost, which is what used to happen to them
Handled is a flag rather than a delete, so “did anyone call this person back” still has an answer a month later
Pipeline and numbers
Stages from new lead to assigned, every change timestamped
The acquisition funnel measured against the rate each step should hit
The weakest step called out, with what a low number there actually means
Dials, conversations, contact rate, talk time and appointments per caller and per list
A price you named counts as an offer whether the owner took it or turned it down
CSV export, and reports emailed daily, weekly or monthly
Owners-only bookkeeping laid out like QuickBooks: expenses, recurring bills to approve, bank reconciliation and a profit and loss, with payroll entered once
Team and compliance
Roles with a permission matrix — owners, admins, callers and view-only
New sign-ups land switched off until someone turns them on
Do-not-call as a standing list that outlives the lead record
Per-person time zones for callers working from anywhere
An audit log of settings changes and bulk actions
A guided tour, and a bug report button on every screen
Built-in training for callers: a dozen real call situations, a pass mark, and a reminder that comes back only when it is due
Numbers on the federal Do Not Call list tagged DNC in the leads list, the queue and on the lead
“Asked not to be called” on the after-call screen and on the list of calls nobody filed, so a stop request is never lost
Paste a screenshot straight into a bug report — shrunk in the browser, so a four-megabyte grab arrives as twenty-seven kilobytes
Removing somebody keeps their calls, notes and dispositions attributed to them; a hard delete is refused once there is any history behind it
Inbox — calls, texts and voicemail in one place
Browser dialing, so a caller needs no handset and no second app
Inbound calls forwarded to a real phone, with voicemail when nobody picks up
Voicemails and call recordings played inside the app
Call recording off by default, with a spoken disclosure when it is on
Inbound texts matched to the lead and put at the front of the follow-up queue
A Text button beside every Call button, opening one conversation per owner, newest at the bottom
Texts only go to numbers with consent on record: they said yes on a call, replied, or texted you first
“They said text me” on the call, then one click sends the caller's number
A text-us number for letters and voicemails; a text from someone new becomes a warm lead, with any address saved as a note
Saved text templates with placeholders and a preview, and a text that is too late for them held for their morning
A reply alert to whoever owns the lead
A reply suggested from what the last call did — never offered after someone asked to stop
Opt-out texts honored automatically and confirmed to the sender
An inbox of missed calls, voicemails and replies, with a count in the sidebar
Team chat and one home
One sign-in for the CRM, training courses and chat, with a bar to switch between them
A Home page with today's numbers, and a one-click way into the call queue for callers
Team chat: channels, direct messages and private group chats, beside the CRM instead of in another app
@mentions, @here and @everyone, message search, and who is typing or online
Alerts per channel, and push alerts on phones — iPhone from the Home Screen app, Android from an installed app
Screenshots and files in chat once file storage is switched on
Training courses for your team, built in the app: lesson scripts, a teleprompter for filming, and progress per person
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