A CRM for agents who also invest
Run your client practice and your own deals as separate lanes that share one contact list, so a past client, a lender or a wholesaler is one record no matter which side of the business they touch.
Who it is for
For licensed agents who also buy, flip, hold or wholesale properties on their own account. You want client work and investments kept clearly apart, but you do not want two copies of everyone you know.
Read running clients and investments side by side for the habits that keep the line clear, and use the free wholesale MAO calculator on your next investment lead.
The jobs it does
- Keep client work and investments apart
- A Clients lane holds the Buyer Representation and Seller Representation and Listings pipelines. An Investments lane holds the Acquisitions and Wholesale pipelines.
- Keep one record per person
- Both lanes share one contact database, so a contact's whole history is in one place whichever lane a deal sits in.
- Work out an offer from the numbers
- The Deal Analyzer on each deal turns ARV, repairs, a rule percentage and your fee into a maximum allowable offer and a full flip projection, then saves the result to the deal.
- Track transaction dates and investment numbers
- Client deals carry transaction dates, commission and financing fields. Investment deals carry ARV, repairs, MAO, contract price, assignment fee and option deadline.
- Get paperwork signed without leaving the deal
- Harbor Sign is built in, with signing order, access codes or emailed one-time codes, reminders, deadlines, templates and a hash-chained audit trail. Signed files stay on the deal.
- Follow up on schedule
- Tasks carry an owner and a due date, with a daily notice when they come due. On Starter and above, email sequences mix emails, waits and call tasks, and can stop when a contact replies.
Matching template pack
Agent + Investor (Dual)
Composed from the Real Estate Agent, Real Estate Investing and Wholesale Real Estate packs: a Clients lane and an Investments lane on one contact database.
Set up Deal Harbor for agent-investors
Pick the Agent + Investor (Dual) template and put a live deal through it. Every new workspace starts with a 30-day free trial of the Starter plan, no card required.
Common questions
Can I keep client deals and my own investments separate?
Yes. The Agent + Investor template creates a Clients lane and an Investments lane, each with its own pipelines, while every contact lives in one shared database.
Which pipelines does the Agent + Investor template include?
Buyer Representation and Seller Representation and Listings in the Clients lane, and Acquisitions and the Wholesale Pipeline in the Investments lane.
Does Deal Harbor handle license disclosure for me?
No. Disclosure duties vary by state and brokerage. Deal Harbor gives you a place to record when and how you disclosed, but talk to your broker and an attorney about what your state requires.
Related reading
- Agent and Investor: Running Clients and Deals in One CRMHow licensed agents who also invest can keep client work and their own deals separate but connected: two lanes, one contact list, and clear disclosure habits.
- CRM for Real Estate Agents: Buyer and Listing PipelinesA CRM for licensed agents with buyer representation and listing pipelines, the transaction deadlines you track, e-signature, and follow-up for past clients.
- CRM for Real Estate Investors: Acquisitions to CloseDeal 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.
- Deal Harbor pricingEvery plan, from the free tier up, and what each one includes.