Records
- Contacts, companies, deals and tickets
- Custom fields and formula fields on any object
- CSV and phone-contact import that merges on a match
- Saved list and kanban views
Every deal,
one harbor.
One record carries a deal from the first seller call to a signed close: pipeline, documents, e-signature and handoff, without the ten tabs.
Built for real-estate investors and the deal-makers who work the same way.
30-day free trial · no credit card · cancel anytime
AcquisitionsQ3 · 18 dealsNew deal
New6
128 Oak St
$412,000
Seller call · 2d
Elm Ave lot
$95,000
Offer drafted · 4d
Under contract3
Cedar Duplex
$268,000
Inspection · 6d
44 Harbor Rd
$189,500
Title ordered · 9d
Closed9
912 Birch Ct
$355,000
Signed · sealed
Pine & 3rd
$120,000
Funded · 12d
- 128 Oak StNew$412,000
- Cedar DuplexUnder contract$268,000
- 912 Birch CtClosed$355,000
What Deal Harbor can prove today
- Who builds it
- An active real-estate broker working deals in Oklahoma and Texas. The pipeline on this page is the one the product was built to run.
- Signed and sealed
- Every signing event is cryptographically chained to the one before it, so the audit PDF on the record is tamper-evident, not just a log.
- No contact tax
- Unlimited contacts on every paid tier, no onboarding fee, and no bill that grows because your list did.
- After the close
- Send a Won, owner-finance deal to NoteHarbor for servicing when you choose to, so the record does not end at the signature.
Capture and work the deal
Work the pipeline, not the spreadsheet
Every property, seller, buyer and task sits on one board you shaped yourself, so the next action on a deal is never a question you have to go looking for.
- Custom stages and pipeline templates across contacts, companies, deals and tickets.
- List and kanban views you can save, with workflows and sequences that move work along on their own.
- Harbormaster answers questions about your own pipeline, grounded in the product rather than the whole internet.
Generate and sign the paperwork
The paperwork never leaves the record
Generate the document from the deal's own data, send it out for signature, and keep the sealed audit PDF attached to the record it came from.
- Documents build from deal data, so nobody re-keys an address into a template.
- Each signing event is cryptographically chained to the one before it, so the audit trail is tamper-evident.
- In-person signing, one-time codes by SMS, and bulk send when a batch has to go out at once.
Operate the business after closing
The deal closes. The record keeps working.
Send a closed, owner-finance deal's note details to NoteHarbor when you choose to service it, while reporting and goals keep the crew pointed at the next one.
- A Won, owner-finance deal can be sent to NoteHarbor for servicing when you choose to; nothing sends on its own.
- Charts, reporting and goals across the whole book of business.
- Role-based access control with per-user permission delegation, so the right people see the right records.
Built in
Meet Harbormaster, the assistant inside Deal Harbor
Harbormaster works from your own deals, contacts and companies. Ask it about a deal, have it draft or summarize, and review anything it proposes before it happens. Included on every paid plan.
- Ask your pipeline
- Questions about your deals, contacts and companies are answered from the records in your workspace, not the whole internet.
- Draft and summarize
- Record summaries, meeting agendas and meeting wrap-ups, drafted for you to review.
- Plain English in
- Describe a list or an automation in a sentence, and Harbormaster builds the filter or workflow for you to check.
- You stay in charge
- It suggests next steps for your contacts, companies and deals. With Harbormaster Pro it can propose changes too, and nothing changes until you confirm.
The rest of it, without the tour
Everything below ships today on at least one plan. Nothing here is a roadmap item.
Communication
- Two-way Gmail and Outlook sync
- Email open tracking
- Calendar sync and public booking pages
- Forms that create records directly
Documents
- Document generation from record data
- E-signature with a sealed audit PDF
- Reusable field templates and branded signer pages
- File storage on the record
Automation
- Workflows and multi-step sequences
- Goals and team targets
- Charts and reporting
- Harbormaster, metered per plan or a high monthly allowance (fair use) with Harbormaster Pro
Team
- Role-based access control
- Per-user permission delegation
- Workspaces for separate books of business
- An organization activity trail
Extend
- Plugins from the App Store
- API access and webhooks
- A quick bar for records, actions and navigation
- A companion mobile app
What it looks like on a real deal
A single synthetic deal, shown moving through the pipeline, the paperwork and today’s handoff to NoteHarbor. The names, address and figures below are made up for illustration, not a real customer.
Acquisition pipeline
One deal, four stages
Illustrative example, synthetic data: 214 Larkspur Ct.
- New lead: J. Alvarez wants to sell
- Offer sent: $128,000, seller finance
- Under contract: signatures pending
- Closed won: record stays open
Document lifecycle
Generated, signed and sealed
Illustrative example, synthetic data: the same deal’s purchase agreement.
- Purchase agreement drafts from the deal's own fields, no re-keying
- Sent for e-signature with a one-time code by SMS
- Signer completes; each event chains to the one before it
- Sealed audit PDF attaches to the record it came from
NoteHarbor handoff
What transfers today
When you choose to service a Won, owner-finance deal in NoteHarbor, this is the field-level data that goes with it.
- Borrower name, email and phone
- Property address, city, state and zip
- Principal (note amount)
- Interest rate
- Term, in months
- First payment date, when set
Purchase price and property expenses are not part of this handoff yet, and sending a note is something you choose to do, not something that happens on its own. See the Harbor Bundle.
Pick the path, not the tier
Every new workspace starts with a free 30-day trial of the Starter plan, and no plan bills you for the size of your contact list.
On your own
$0 to $20/mo
Free · Solo
A free tier that stays free, or the solo plan with a second seat when you need one, with no forced three-seat minimum.
With a team
Most crews$49 to $199/mo
Starter · Pro · Business
Seats, storage and e-signature volume step up as the crew grows, with workflows, reporting and role-based access along the way.
Full plan limits, add-ons and the Harbor Bundle live on the pricing page.
Before you start
Is there a free trial?
Yes, every new workspace starts with a 30-day free trial of the Starter plan, and no credit card is required to start.
How do seats work?
Solo starts at $20/mo for one seat, with a single second seat at $15/mo; there is no forced three-seat minimum. Starter, Pro and Business include more seats out of the box and let you add more as the team grows.
What are Harbor Bundles?
Running Deal Harbor with NoteHarbor and RentHarbor together discounts the Deal Harbor subscription. NoteHarbor's subscription and its per-loan servicing fee are never discounted, and every usage fee, e-sign volume, storage overages and the like, is always billed at full price.
Can I bring my existing data?
Yes, import contacts and companies from a CSV, or sync them straight from a phone's contacts. Records merge on a match instead of creating duplicates.
Can I cancel anytime?
Yes. Plans are month-to-month with no contract, and the account Owner can cancel at any time, self-serve, from the billing portal in Settings.