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DealOSCLOUD
Wholesaler Operating System
Welcome back
Sign in to your DealOS workspace to manage your pipeline.
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Dashboard
Good morning, Ryan
⌘K
Notifications
Good morning, Ryan 👋
Active Deals
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In your pipeline
Projected Fees
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Active pipeline
Offers This Month
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Submitted this month
Deals Closed
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This month
Pipeline Summary
View all →
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Lead
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Offer
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Contract
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Closing
Today's Schedule
From Google Calendar
Today's Tasks
+ Add task
Quick Actions
New Deal
Add Contact
Generate Contract
Send for E-Sign
Pipeline MetricsThis Month
TOTAL DEALS
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ACTIVE
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OFFERS OUT
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UNDER CONTRACT
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Loading deals...
Loading deals...
InsightsThis Month
DEALS ADDED
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OFFERS SENT
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CONTRACTS SIGNED
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CLOSED / FUNDED
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Deal OutcomesTracking listings with MLS attached
STATUS CHANGES SINCE LAST VISIT
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Click to see what changed
WENT PENDING
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— still tracking
CLOSED ELSEWHERE
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— without you
STILL ACTIVE
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— still on market
Checking MLS status for your deals…
Recent Status ChangesSince your last visit
Closed ElsewhereListings that closed without you — your offer vs final sale
Currently PendingListings under contract — track to see who closed
No deals with MLS listings in this range.
Outcome tracking only works for deals with an MLS listing attached. Attach one to a deal to start tracking what happens to it.
Deal Hunter
Watch the MLS for properties that match your criteria. Get alerts when something new hits.
No watchlists yet
Create your first watchlist to start hunting for deals.
Some ideas:
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New Watchlist
Define what you're hunting for. Anything matching shows up here.
Basic Info
Location
Price & Property
Mobile / Manufactured Homes (optional filter)
Excludes leased-land parks. Only applies if you've selected Mobile above.
Keywords in Remarks
Matches if any of these words appear in the listing's public remarks.
Matches if any of these appear in agent-only private remarks.
Filters OUT any listing where these words appear in either public or private remarks.
Monthly Performance
Track your numbers month by month
Monthly Transactions Report
SORT BYFILTER
Status
Property
Contract Price
Title Co
Closing Date
Acq Rep
Buyer
Total Fee
Name
Type
Company
Email
Phone
Last Contact
Tags
Loading…
New Contact
Required: a first or last name, and one of email/phone.
Link
Purchase Contract
Wholesale Purchase Agreement
Standard wholesale purchase contract for acquiring properties. Includes assignment clause and inspection period.
Assignment Contract
Assignment of Contract
Transfer your equitable interest to an end buyer. Specify assignment fee and closing date clearly.
Double Close
Double Close Agreement
Back-to-back closing documents for simultaneous A→B and B→C transactions. Transactional funding ready.
JV Agreement
Joint Venture Agreement
Split deals with other wholesalers. Define roles, responsibilities, and profit split clearly.
Listing Agreement
Flat Fee Listing Agreement
Blackhorne flat fee brokerage listing agreement for agents. MLS ready with commission structure.
Custom
Custom Template
Start from a blank template or upload your own custom contract to use with DocMadeEasy.
Loading documents...
Document
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Upload to Library
📎
Click to choose files
or drag and drop
Offer Hub
All offers across your pipeline
TOTAL OFFERS
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WORKING / OFFERED
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ACCEPTED
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DECLINED
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Loading offers…
Preview mode. The data shown below is sample content to demo the UI. Once SignMadeEasy/DocMadeEasy is wired up, real signing envelopes will populate here.
E-Sign Preview
Send and track contract signatures without leaving DealOS.
Not connected. Sample events below. Connect Google in Settings to see your real calendar.
Calendar
Walkthroughs, inspections, deadlines, and closings — all in one place.
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
Today's Agenda
Event Types
Walkthrough
Inspection
Closing
EMD Due
Due Diligence End
Meeting / Call
Hard Deadline
Vault
Your archive of recorded & funded deals.
Total Closed
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Recorded / Funded deals
This Year
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Total Volume
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Purchase prices
Total Fees
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Earned across deals
Loading your archive…
Preview mode. This is what your team dashboard will look like once you upgrade to a Team plan and invite agents into your DealOS workspace. Sample data shown.
My Team Preview
Everyone in your DealOS workspace — at a glance.
🧪 EXPERIMENT
Contract Gen — Browser PDF Fill
Test fill a PDF contract template directly in the browser. No DocMadeEasy. No Salesforce round-trip. The filled PDF stays in your browser unless you download or save.
1. Template
No template loaded
Tip: Use the AZ Purchase Contract PDF you already prepared in Acrobat with the {{Opportunity_X}} form fields. Those field names are how we'll fill them.
2. Pull Deal Data (Optional)
Load a real deal's data into the form below. Or just type values manually.
3. Detected Form Fields
Once you upload a template, all {{Opportunity_X}} form fields detected by pdf-lib will appear here. Fill any of them, then generate.
— upload a template first —
4. Field Values
Each detected field gets an input below. Edit freely. Click "Generate" when ready.
Upload a PDF template above to see its fields here.
5. Result
.pdf
Drop a PDF here
or to start marking it up
Good evening 👋
Brokerage overview
Recent transactionsView all →
Property
Agent
Status
Sale Price
Close Date
📄
No transactions yet
Transactions your team creates will appear here.
Agents
Your brokerage roster
Agent
Role
License #
Status
Email
Phone
👥
No agents yet
Click "+ Invite Agent" to add your first agent. They'll get an email to set their password.
Listings
Active listings across your team
🏷️
Listings coming soon
For now, manage your active deals under Transactions. Listing management is on the way.
Transactions
All brokerage transactions
ACTIVE
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PENDING DOCS
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DISBURSEMENT READY
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CLOSED THIS MONTH
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FEES COLLECTED MTD
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Property
Agent
Side
Sale Price
Brokerage Fee
Close Date
Docs
Status
No transactions yet
Create your first transaction to get started.
Closings
Monthly performance board & full closings archive
Monthly Performance
Track your closings month by month
Monthly Transactions Report
SORT BYFILTER
Status
Property
Contract Price
Title Co
Closing Date
Agent
Total Fee
Commissions
Earned, paid, and outstanding
Office Compliance
Licenses, E&O, audit trail, and required disclosures
License Expiry
Aug 14, 2027
▲ 481 days remaining
E&O Insurance
Active
Renews Dec 2026
Pending Disclosures
2
Action needed
Audit Issues
0
All clear
Pending compliance items
Buyer Broker Agreement — 2104 E Granada
David Kim · Required before close 5/12
Pending
Seller's Property Disclosure — 3201 E Cactus
Amanda Lee · Submitted, awaiting review
Review
Reports
Production, performance, and financials
Monthly Production Report
Closings, GCI, and pipeline by agent
Listing Performance
Days on market, price reductions, conversion
Commission Statements
Per-agent statements with full breakdown
Agent Recruiting Pipeline
Prospects, conversations, onboarding status
Document Library
State-specific contracts, addendums, and brokerage forms
Configure your fee structure and the documents required on every transaction
Team & Roles
Manage who's in your brokerage and what they can do
Broker
Full access. Sees all transactions, manages the team, invites members, configures the brokerage.
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Coordinator
Sees all transactions across agents to coordinate closings, docs, and title. Cannot manage the team.
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Agent
Sees only their own transactions. Uploads docs to their deals. Cannot see other agents' deals.
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Offices
Group your team into offices. Each office's broker and coordinators see only that office.
Member
Role
Office
Status
Phone
👥
No team members yet
Click "+ Invite Member" to add your first one.
Platform Overview
Your DealOS business at a glance
Total Tenants
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Active accounts on DealOS
Total Members
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Across all tenants
MRR Mockup
$0
Wires up with Stripe
Trials Mockup
0
Expiring this week
Recent Tenants
Tenant
Plan
Workspaces
Members
Status
Loading…
Tenants
Every account on DealOS — workspaces, plans, status
Tenant
Plan
Workspaces
Members
Status
Loading tenants…
Billing & Invoices Mockup — wires up with Stripe
Subscriptions, invoices, and payments across all tenants
MRR
$0
Monthly recurring revenue
Paid Tenants
0
On a paid plan
Outstanding
$0
Unpaid invoices
Invoices
Tenant
Plan
Amount
Status
Date
No invoices yet. This section becomes live when Stripe billing is connected.
When you're ready to charge customers, we'll wire Stripe here: each tenant gets a subscription tied to their plan, invoices generate automatically, and this page shows real revenue + payment status.
Signups Mockup — wires up with self-serve signup
Who's joining DealOS and how
This Week
0
New signups
Trials Active
0
In trial period
Conversion
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Trial → paid
Recent Signups
Name
Email
Plan
Source
Joined
Loading…
Right now tenants are created by you in the Tenants tab. When you launch the marketing site with self-serve signup, new signups will appear here automatically with their source, plan, and trial status.
Revenue Mockup — wires up with Stripe
Growth, MRR, and churn over time
MRR
$0
+0% vs last month
ARR
$0
Annual run rate
Churn
0%
Monthly
ARPU
$0
Avg revenue per tenant
MRR Over Time
📈 Revenue chart appears here once Stripe is connected and you have paying tenants
Create New Tenant
Provisions a new brokerage/account and invites its owner.
The owner gets an email invite to set their password. They become the broker/owner of this tenant and can invite their own agents. Their data is fully isolated from all other tenants.
New Transaction
Create a transaction file. The Drive folder will be auto-created when this is wired up.
$
$
Generate Disbursement Instructions
Review and confirm. Form will be PDF'd and emailed to title with agent CC'd.
Upload to Library
This document will be available to all agents.
Drag-drop file here (File upload wires up when Drive integration ships)
Invite Agent
They'll get an email to set their password and join your brokerage.
Which office/team this person belongs to.
Pick which agents' deals this coordinator can access. They'll only see these.
Role guide: Agents see only their own transactions. Transaction Coordinators see only the agents you assign them. Brokers see everything in their office and can invite others.
Agent
Edit details, resend access, or deactivate.
Email can't be changed (it's their login). Deactivate and re-invite if needed.
TC Visibility — which agents they can see
Access
Status
Deactivating keeps their transaction history but blocks access. You can reactivate anytime.
New Office
An office groups a broker, their agents, and their coordinators.
The broker who leads this office and sees all its deals.
Add a Helper
Invite a coordinator who can see and help with your deals only.
This person becomes a Transaction Coordinator who can see only your deals — not other agents' or the broker's. They'll get an email to set their password. Note: this adds another user to your brokerage's plan.
Request Disbursement
Submit your wire instructions. Your broker reviews, signs, and forwards to title.
Account
Profile
Company
Appearance
Integrations
Notifications
Billing
Objects
Contact
Deal
Brokerage Transaction
Document
+ New Custom Object
Wholesale
Email Templates
Offer Defaults
Deal Modal
Calculator Defaults
Profile Settings
Update your personal information and account preferences.
Your Helper
Add a transaction coordinator who can see and help with only your deals.
Company Information
This appears on contracts and offers.
Appearance
Customize how DealOS looks.
Dark
Light
Accent Color
Pick a preset or use your brand color. Applies to buttons, links, badges and accents.
Brokerage Branding
Set your brand for your whole team — everyone in your workspace sees this. DealOS stays the underlying platform.
Replaces "DealOS" in the sidebar for your whole team.
No logo
PNG, JPG, SVG, or WebP. Max 2MB. Shows in the sidebar instead of the brand name.
Sidebar Preview
B
Blackhorne
Integrations
Connect external services to DealOS.
Email Templates
Pre-written messages with auto-attached files. Use these from the Email Offer modal to save time on every offer.
Offer Defaults
Customize the contract verbiage and title-company info that auto-fills when you open the Input Offer Terms modal. These defaults only fill empty fields — they never overwrite anything you've already saved on a deal.
Deal Modal Fields
Toggle which fields appear on the deal detail panel. Hidden fields stay in your data — they just won't display here.
Calculator Defaults
Default values applied to NEW deals when the offer calculator first loads. Existing deals keep their own settings.
Notifications
Choose what you'd like to be notified about.
Billing
Manage your DealOS subscription.
Current Plan
Founder
Active
Payment Method
No payment method on file
Seats
1
/Contact
Contact
All field, type, and custom-field configuration for the Contact object lives here.
Standard + custom fields, in the order they appear on the contact form. Drag to reorder, double-click a label to rename, toggle to hide standard fields.
Configurable per-organization. Reorder, rename, or archive. Custom types can be deleted (if no contacts use them); system types can be archived but not deleted.
Add your own fields. Slug + type are locked after creation (they're the data key). Archive hides a field; delete is only allowed when no contact has a value for it.
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Coming Soon
Field-level configuration for this object isn't available yet. We're shipping it alongside the work to surface this object in the app. Talk to us if you'd like to prioritize it.
Generate Offer
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Offer Terms
Email Offer
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Template
To
Cc
Bcc
Subject
Attachments
No attachments
Edit Offer Sent
New Deal
Create lead + opportunity
Powered by Google · pick a suggestion to auto-fill city/state/zip
A new deal will be created and opened immediately.