Everything you need to source professionally
One platform for the entire seller-to-buyer journey — training, qualification, analysis, packaging, investor management and pipeline control.
Seller Lead Engine
- • Capture leads from any channel
- • Structured qualification questions
- • Status tracking and follow-up reminders
- • Property and motivation context
Deal Pipeline
- • Twelve-stage pipeline (New Lead → Completed)
- • Kanban, list and timeline views
- • Strategy and control method per deal
- • Owner, notes and internal summary
Deal Analyser
- • Valuation low / mid / high
- • Rental ranges and gross margin
- • Risk flags and recommendation
- • Comparable summary and survey notes
Investor Buyer CRM
- • Areas, budget and finance readiness
- • Cash or finance, solicitor / broker details
- • Match investors to packaged deals
- • Communication history
Reservations
- • Reservation status and fees
- • Refundable / non-refundable split
- • Assessment period and completion target
- • Finance and legal tracking
Workflow & Admin
- • Tasks, notes and document store
- • Role-based access (Sourcer, Buyer, Team, Admin)
- • Audit logs and compliance settings
- • Feature flags for future modules