The CRM Built for acquisition teams.
Capture every deal, screen it against your criteria with AI, and get LOIs out the door in under 30 seconds. One system from listing email to close.
From listing
to LOI.
Seven capabilities that replace the deal tracker spreadsheet, the inbox triage, and the copy-paste underwriting handoff.
01 · AI Extract
Capture every deal with AI Extract.
Upload OMs, T12s, rent rolls, and flyers, and AI extracts the underwriting data and creates the deal record for you. No manual entry, no re-keying broker packages. Underwriting starts in minutes, not days.
See it in action →
02 · LOIs
Send LOIs in under 30 seconds.
Define offer amount, earnest money, diligence and closing windows, and contingencies, then merge straight into your LOI template. Submit from the deal record and track broker responses end to end.
See it in action →03 · Deal Sourcing
Automated deal sourcing.
Listing and broker emails flow directly into one pipeline. Every incoming opportunity is captured, staged, and assigned to an owner so nothing sits unread in an inbox while the deal goes to someone else.
See it in action →
04 · AI Screening
AI screens every deal.
Every deal is scored against your specific investment criteria across market quality, asset quality, financial quality, and risk. Your team spends its underwriting hours on the deals worth pursuing.
05 · Broker Outreach
Broker outreach campaigns.
Track every listing and debt broker relationship on the deal record, then run segmented outreach campaigns to keep your firm top of mind. More coverage, more off-market flow, without another spreadsheet.
See it in action →
06 · Reporting
Portfolio dashboards.
Pipeline value, closed volume, cap rates, IRR, win rate, and days on market, live across your entire acquisition funnel. Built for partners and acquisition leads who need answers before the Monday meeting.
See it in action →07 · Capital
Investor and fund management.
Track accredited investors, commitments, and wired funds against each raise. Map investors to active deals and watch your soft commit list fill in real time, from first meeting to funded.
See it in action →
08 · Dashboards
Portfolio dashboards.
Pipeline value, closed volume, cap rates, IRR, win rate, and days on market, live across your entire acquisition funnel. Built for partners and acquisition leads who need answers before the Monday meeting.
See it in action →Priced by portfolio,
not per unit.
Three plans that scale with your unit count. Implementation is a one-time fee, and you see the whole picture before you commit.
STARTER
$149
$129
/mo per user
+ $2,500 one-time implementation
CRM setup and data migration
Email and SMS workflows
Tour scheduling
Shared inbox and email parser
Prospect source tracking
3 basic dashboards
5 hours professional services
MOST POPULAR
PROFESSIONAL
$249
$199
/mo per user
+ $4,500 one-time implementation
Everything in Starter
AI voice agent
AI chatbot, multi-channel
AI prospect scoring
User role configuration
10 performance dashboards
10 hours professional services
ENTERPRISE
$249
Custom
Tailored implementation
Everything in Professional
Full platform customization
Accounting integration
Social media management
Website chatbot
Ads and social integrations
Dedicated account team
Stop chasing deals
in your inbox.
Get a live walkthrough on a real deal package and see AI Extract, screening, and the 30-second LOI on your own criteria.