Deal Harbor for the way you do deals
Pick the kind of work you do. Each page shows the jobs Deal Harbor handles for it and the template pack that sets up your pipelines and fields on day one.
Real estate investors
Deal Harbor is a CRM for real estate investors: an acquisitions pipeline, ARV and MAO fields, a built-in deal analyzer, e-signature and follow-up on one record.
Template: Real Estate Investing
Wholesalers
A wholesaling CRM with a six-stage pipeline from seller lead to assignment, option deadlines on every deal, 70% rule offers built in, and native e-signature.
Template: Wholesale Real Estate
Real estate agents
A CRM for licensed agents with buyer representation and listing pipelines, the transaction deadlines you track, e-signature, and follow-up for past clients.
Template: Real Estate Agent
Agent-investors
For licensed agents who also invest: a Clients lane and an Investments lane on one contact database, with buyer, listing, acquisitions and wholesale pipelines.
Template: Agent + Investor (Dual)
Seller financing
Track seller-financed deals from offer to serviced note: note terms as deal fields, a payment calculator, e-signature, and a handoff to NoteHarbor for servicing.
Template: Real Estate Investing
Not sure yet? Try the free deal calculators or read what a CRM for real estate investors needs to do.
Start with the template that fits
Choose a template pack when you set up your workspace, and your pipelines and fields are ready. Every new workspace starts with a 30-day free trial of the Starter plan, no card required.