DealTrackr for Agents

DealTrackr for Agents is an all-in-one business organizer built specifically for real estate professionals. Keep your clients, business contacts, opportunities, active transactions, deadlines, documents, follow-ups and production goals together in one easy-to-use app. MANAGE YOUR CLIENTS • Organize buyers, sellers, referrals, prospects and past clients • Save contact details, notes, birthdays, home anniversaries and review links • Track each client’s status and relationship history • Search and filter your client database quickly • Import multiple clients using a supported CSV template ORGANIZE BUSINESS CONTACTS Build a professional contact database for the people who help keep your transactions moving, including: • Co-op agents • Attorneys and paralegals • Lenders • Title and closing companies • Inspectors • Appraisers • Contractors • Photographers • Stagers • Insurance providers • Home warranty representatives Save phone numbers, email addresses, companies, websites, categories and notes. Call, text, email or visit a contact’s website directly from the app. BUILD AND MANAGE YOUR PIPELINE • Track buyer, seller, dual, future and nurture opportunities • Record estimated values, stages, next steps and follow-up dates • Keep notes and documents connected to each opportunity • See which leads need attention • Move opportunities into active transactions when they are ready TRACK TRANSACTIONS FROM CONTRACT TO CLOSING • Organize buyer and seller transactions • Save contract dates, closing dates and important milestones • Create custom deadlines and reminders • Export important dates to your device calendar • Store client, attorney, lender and vendor information • Upload transaction documents • Keep notes within each transaction • Track projected commission and income KEEP IMPORTANT DOCUMENTS ORGANIZED Store commonly used real estate documents, including: • Purchase agreements • Listing agreements • Buyer agency agreements • Seller disclosures • Pre-approval letters • Proof of funds • Earnest money documents • Inspection reports • Appraisals • Addenda • Title documents • Closing documents • Other transaction files TRACK YOUR PRODUCTION • Set annual unit, sales volume and income goals • Track projected and completed production • Monitor progress throughout the year • Review your production with a year-end recap • Track lead sources to see where your business is coming from STAY ON TOP OF FOLLOW-UPS Create follow-up dates for clients, contacts, opportunities and transactions so important conversations and next steps do not get overlooked. PERSONALIZE YOUR EXPERIENCE Choose a color theme, add your business logo and create a workspace that fits your brand. DealTrackr was designed by a real estate agent for real estate agents who want a practical way to stay organized without relying on complicated transaction-management software. Your business is always moving. DealTrackr helps you keep it all together.