The Real Estate Wholesaling CRM Where Every Deal Has One Home
Pipelines, tasks, appointments, files and every conversation. One record. Whole team.
Deals don't die on the call. They die in the handoff.
Notes in a rep's head. Follow-up on a sticky note. Photos in a text thread. REI Acquire puts all of it on the deal.
Two pipelines. Because two kinds of deal.
Direct-to-Seller
You're talking to the owner. Stages follow the conversation from first contact to contract.
Direct-to-Agent
You're working through the listing agent. Same system, its own stages.
Boards for everything else
- Vetted Agents. The agents worth calling again.
- Warm. Not ready this month.
- Dead. Closed out, kept for the record.
- Referred. Passed along.
Drag it forward. Everyone sees it move.
Visual stages. Clear owner. Clear next step. Managers see the pipeline change without asking for an update.
Everything on the record
- Tasks. Due dates, recurrence, reminders by text or email.
- Appointments. Seller meetings, showings, walkthroughs, with outcomes.
- Calendars. Timezone-aware, shared by role.
- Files. Folders on every record. Public links for title and lenders.
- Custom tabs and fields. Track what your process tracks.
Find it. Queue it. Share it.
Save a filter, name it and share it with the team. That's tomorrow's call queue. Global search finds any seller, buyer or property you're allowed to see.
Where the pipeline leads
Leads come in from List Stacking, web forms, webhooks and Google Sheets. Conversations come from the Dialer, Texting and Email. Signed contracts go to Transaction Management, then Dispo.
Frequently asked questions
Can I change the pipeline stages?
Pipelines are configurable, and you control which users reach which pipelines and stages.
Does it handle wholesale and fix-and-flip?
Yes. After closing, a property moves to Inventory, the Rental register or Sold.
Is this a CRM for real estate agents?
No. It's built for investor acquisition and disposition.