Lead management and buyer deal packages
The useful record is the one you can pick up tomorrow without reconstructing today's conversation. DealRivet connects each lead to the seller situation, next action, deal assumptions, and relevant buyers in your saved network.
Bring in your own leads
Add a lead, review a CSV import, or save a researched property. Check duplicate and validation warnings before committing an import. Connect your existing website form with a private server key, or share or embed an optional hosted form. Each connection belongs to your workspace and records the source and arrival time. Possible duplicate submissions await your review.
Save the next real action
Record seller motivation, condition, timing, and notes with the property. Set a follow-up action and date so Today can bring it back to your attention. Pipeline stages represent progress; opening a record currently does not advance it automatically.
Review buyers from your network
Maintain buyer markets, budgets, strategy, and contact details. Use the current market/budget suggestions and strategy filters to select relevant prospects. A suggested match is a starting point for qualification, not proof that the buyer will purchase.
Prepare and review the deal package
Use saved deal numbers to prepare the property summary, review selected recipients and channels, and send through connected production services. Record interest and offers in Buyer activity. Live texting keeps its separate approval, consent, and prepaid requirements.
Questions about this workflow
How do I bring my leads into DealRivet?
You can add leads manually, review and import a CSV list, or save a property lookup to your pipeline. Imports show validation and duplicate-address issues before saving. Connect your existing website form to your workspace using a private server connection, or create an optional hosted seller form and share or embed it. Submissions record their source and arrival date; possible duplicates go to a review queue.
How do seller notes and follow-ups stay connected?
A lead holds seller notes, stage history, a next action, and a follow-up date. Today surfaces scheduled follow-ups and sellers waiting for a reply, so you can reopen the property or conversation and continue the work. Automated outreach sequences and scheduled message delivery are planned separately.
How does buyer matching work?
Save your buyer network with markets, budgets, contact details, and strategy. The current matching suggestions use saved market and budget information; strategy can be filtered by the user. Prepare a deal package, select recipients, and record interest or offers. You can also record property types, minimum budget, repair limits, bedrooms, and closing timeline, and import your buyer list from CSV. Matching suggestions currently use market and budget; review the additional criteria yourself when qualifying a buyer.