Real estate deal management is the process of organizing, tracking, and executing property transactions from initial prospecting through closing. It encompasses document handling, task assignments, deadline monitoring, and communication with all involved parties in a centralized system.

Dealformaio offers a visual pipeline that maps each deal stage, from offer submission to final documentation. Automated status updates and customizable stages let you see where every transaction stands at a glance and identify upcoming steps.

Yes, you can upload spreadsheets or integrate with select CRM platforms to bring your current deal records into Dealformaio. Our guided import feature maps your fields to the system, ensuring a smooth transition with minimal setup time.

We employ industry-standard encryption protocols for data at rest and in transit, along with role-based access controls and regular security audits. Your confidential documents and communications remain protected at every phase.

Absolutely. You can create multiple user roles, assign tasks to individual team members, and share documents within private or group channels. Real-time comment threads and read receipts keep everyone aligned on next steps.

Dealformaio is fully responsive and accessible from any modern web browser on mobile devices. Key features like pipeline views, document uploads, and alerts are optimized for on-the-go use.

We offer integrations with popular document storage services and email platforms to automate workflows. More integrations are added regularly based on user feedback to enhance your operational efficiency.

Begin by signing up for a free trial on dealformaio.com. Add your team, import deals, and customize your pipeline stages. If you need personalized assistance, contact our support team for guidance during setup.