The CRM that speaks terms.
Generic real estate CRMs were built for wholesalers. Creative Finance CRM was built for how you actually buy — from first seller conversation to Secured Option Deposit collected.
Start Free TrialTry the Deal Analyzer
No contracts, cancel anytime, and setup is included.
Deal Sheet
Subject-To · prepared by TermsCalc
Your CRM doesn’t know what a wrap is.
You’ve duct-taped together a generic pipeline, a spreadsheet for deal math, a notes app for seller answers, and a payment link for deposits. The one tool that should tell you whether the deal works doesn’t exist in your CRM at all.
The whole Terms Engine™.
Discovery Ten™ Intake
Your seller call script is a guided survey. Every answer lands in the right field, automatically. No more “what did they say about the mortgage?”
Heat Score
Every lead auto-scored 1–10 from their answers. Focus your energy on the 7-and-ups; let automated nurture warm the rest.
TermsCalc™
The deal analyzer generic CRMs can’t do: cost of acquisition, cash flow, cash-on-cash, and balloon schedules for all four deal types. Green, yellow, or red in seconds.
The Four Levers™
Purchase price, monthly payment, down payment, and term are tracked as first-class data on every deal instead of buried in a note.
SOD Collection
Send the option agreement, invoice the Secured Option Deposit, and watch the pipeline move itself when payment lands.
Momentum Method™ Engine
Your 5-groups-a-day posting discipline, pre-loaded: content calendar, Local Warm-Up question bank, and Trust Ratio templates.
From “just exploring” to deed in hand.
1 · Capture & qualify
Leads flow in from your funnels and ads. The Discovery Ten fills your data. The Heat Score tells you who’s real.
2 · Analyze & offer
TermsCalc turns the seller’s numbers into a structured offer across all four deal types, with a clear verdict attached.
3 · Close & collect
Merge-field contracts, due-diligence checklists, tenant-buyer screening, and SOD invoicing carry the deal home.
Most “REI CRMs” are wholesaling tools wearing a costume.
They’ll text your leads and track a pipeline — and stop cold the moment a seller says “I’d consider payments.”
| Generic REI CRM | Creative Finance CRM | |
|---|---|---|
| Seller qualification | Notes field | Discovery Ten™ survey |
| Lead scoring | Manual tags | Automatic Heat Score |
| Deal analysis | Your spreadsheet | TermsCalc™ built in |
| Deal types | One pipeline | Sub-To · wrap · seller finance · sandwich lease |
| Option deposits | A payment link | SOD invoicing wired to the pipeline |
| Training | Videos about the software | An academy on the method and the software |
Software plus the operating system.
Every plan includes the Academy, where the Terms Engine method is taught module by module: lead generation with the Momentum Method, running the Discovery Ten, reading a mortgage statement, structuring with the Four Levers, protecting yourself with the Shield Stack, and running your books with Profit First (the cash-management system by Mike Michalowicz).
The capstone is a deal, not a quiz.
Finish the Academy and you’ll have run a complete simulated deal in your own account: intake to green stamp to signed paper to test deposit.
Stop translating your business into someone else’s software.
14 days free, cancel anytime. Your snapshot loads in minutes.