CRM for deal-driven teams
A CRM built for real estate investors and deal-driven teams. Deal Harbor organizes contacts, pipelines, documents, e-signature and follow-ups around the deal rather than around a generic sales funnel.
How it works
A deal is the unit of work, so the deal is what everything attaches to. The four steps below are the same four the board is organised around.
Sellers, buyers, lenders and agents are recorded once, then attached to the deals they actually touch.
Stages describe how this kind of deal really moves, so a card position on the board carries information instead of decoration.
Documents and e-signature live on the deal record, which is the first place anyone looking for them would think to check.
The follow-up becomes a tracked item, so the deal advances because the system carried it rather than because somebody remembered.
The shape of it
Read left to right and you are following a single deal through its stages. Read down and you are looking at the things that stay attached to it. Contacts, documents, e-signature and follow-ups live on the deal record rather than in a separate filing system.
One deal, moving left to right
Generic names. The point of the row is its shape, not these labels.
These four stay attached as the deal moves along the row, on the deal record rather than in a separate filing system.
What it does
Sellers, buyers, lenders and agents sit next to the deals they touch, so the relationship has a history.
Why it matters A name with no deal history behind it is a rolodex entry, not a relationship you can act on.
Stages describe how a deal actually moves, so the board tells you where attention is needed.
Why it matters A pipeline borrowed from generic sales software describes somebody else's job, not this one.
Paperwork and signing live on the deal record instead of in a separate tool with its own filing system.
Why it matters Every extra filing system is another place the current version of a document can hide.
The next step is a tracked commitment rather than a note that gets buried under the day.
Why it matters Deals rarely die from a bad decision. They die from a step nobody took.
Where it fits
An investor working several acquisitions at once who needs to know what each one is actually blocked by.
A team that keeps losing paperwork between email, cloud storage and text messages, and re-sends it to be safe.
An operator whose follow-up currently depends on memory rather than on the system raising its hand.
What happens next
Product detail, pricing and signup are handled on usedealharbor.com, where the account and the help resources already live.
Products that share the Harbor name and the same starting idea: keep the record of the work in one place instead of five.
Rentals and leases
Rental and property-management work covering units, leases, maintenance and rental reporting. It is being built as a standalone project in the Harbor family and is not open for signup.
Lending and servicing Loan and note servicing
Loan and note servicing software for private lenders and mortgage note investors. Track loans, payments, escrow, payoffs and borrower communication in one place instead of across spreadsheets and email threads.
Calculators and tools Loan and note math
Loan, note, amortization and payoff calculators for the arithmetic that decides whether a deal works. Available on the web and as an iOS app for running numbers away from a desk.