Every feature exists because a terms deal needs it.
Pipelines built for terms deals
Three pre-built pipelines (Acquisitions, Disposition/Tenant-Buyer, and Capital & Buyers) with stage automation that fires when deals move, not when someone remembers.
Discovery Ten™ — the seller call, structured
Run qualification from a guided survey: one question per screen, mapped to real fields. Your acquisitions data becomes searchable and score-able the moment the call ends.
Heat Score — stop guessing
Automatic 1–10 scoring from timeline urgency, reason for selling, the owe-versus-ask spread, and openness to terms. Sevens and up get tagged hot and your phone buzzes.
Contracts & documents
Sub-To agreements, wrap notes, seller-finance and lease-option paperwork with merge fields pulled from the deal record. E-signature built in. Every template ships attorney-review-ready for your counsel to adapt to your state.
SOD collection
Approve a tenant-buyer and the system sends the option agreement and Secured Option Deposit invoice. Payment received moves the deal automatically.
Momentum Method™ engine
Thirty days of posting discipline pre-loaded: the Local Warm-Up question bank, Trust Ratio templates, and recurring daily tasks so the habit survives contact with reality.
The boring-but-critical stack
Two-way SMS and email, power dialer, call recording, missed-call text-back, calendars with no-show recovery, funnels, review requests, and honest dashboards. All included, all pre-configured.
TermsCalc™ — the analyzer generic CRMs can’t do
Cost of acquisition itemized. Cash flow and cash-on-cash, including the SOD-adjusted return when the deposit covers your entry. Amortization and balloon schedules, including 0% principal-only notes. And verdicts with guidance: a red deal tells you the maximum payment that would make it work.