Know every buyer before you pick up the phone.
Store deep investor metrics, buy box criteria, portfolio history, and deal activity so every sales and marketing campaign is more personalized and relevant.
Marcus Rivera
01
Buy box that captures exactly what they want
Every buyer has a profile. Every profile has a buy box with the criteria that matter.
- Target markets with city, county, and ZIP-level precision
- Investment strategies: fix-and-flip, buy-and-hold, wholesale, BRRRR
- Property types, price ranges, bedrooms, bathrooms, sqft, lot size, year built
- Lock criteria to enforce strict matching on specific fields
02
Portfolio history tells you who actually closes
Connect a buyer's portfolio to see their real track record, not just what they say they want.
- Lifetime portfolio value across all connected entities
- Active holdings vs. past listings with average buy and sell prices
- Strategy breakdown with visual distribution across all properties
- Connect multiple companies to a single investor profile
03
Listings tied to every buyer relationship
Track which deals each buyer is connected to, from first walkthrough to closed disposition.
- Every listing associated with a buyer shows status, strategy, and pricing
- Schedule and track walkthroughs directly from the profile
- Record offers and track closing progress per deal
- See the full buyer-to-deal relationship in one place
04
Communication and contact management built in
Phone numbers, emails, DND settings, language, and notification preferences per buyer.
- Multiple phone numbers and emails with primary designation
- Do-not-disturb settings and preferred contact methods
- Notes and activity logs with type tagging
- Assignment to team members with handoff tracking