Two real-estate workspaces. One secure platform.
DealStrand is purpose-built in two distinct experiences: one for firms that acquire, finance and execute their own deals, and one for brokerages that manage mandates, listings, buyers and controlled disclosure. You get the workflow you actually sell - under your brand, on your own subdomain.
Dedicated installation. Dedicated data. Edition defines the workflow; plan defines scale.
Choose your operating model
Every customer receives a dedicated installation with its own secure CRM, documents, e-sign, mail, AI assistance and branded portal foundation. The operating workflow is selected separately, so a brokerage does not inherit construction tools and an investment firm does not inherit brokerage controls.
For principals and teams that source opportunities, underwrite, raise or place capital, coordinate construction, manage draws, stabilize and exit.
For brokerages and intermediaries that manage mandates, listings, buyers, controlled disclosure, referrals and compensation.
Intelligence in every workspace
In either experience, documents can be screened the moment they arrive. The same intelligence checks different paperwork in context-from borrower and construction files in I&D to buyer qualification and disclosure records in Brokerage.
Documents are pre-checked the instant a client attaches them. Wrong document type, expired ID, out-of-date statement - flagged in plain language before submission, so applicants fix problems instead of filing them.
Every submission lands in your operator console with a Red / Amber / Green risk read - names, dates, and amounts cross-checked against the applicant's stated profile and investment range.
The AI extracts; the platform decides. Every expiry and recency judgment is made in code against the calendar - never left to a model's opinion. Flags inform your team. Decisions stay yours.
Investment & Development workspace
This is the deeper execution product for principals and investment teams. Its lender, contractor, scope and draw machinery is specific to I&D and is not presented as part of the Brokerage workspace.
Document automation
DealStrand turns the information already inside your workspace into dozens of working documents. Deal, property, company, borrower, buyer and contact details are inserted automatically, then organized into the right package for human review.
Select the document or package. DealStrand pulls the correct information from the workspace instead of making your team type it again.
Every populated field is presented for human confirmation. The system drafts and assembles; your team approves the final business document.
Send lender-ready packages, signature requests and counterparty documents from the workspace, with delivery and completion recorded on the deal.
Brokerage workspace
This is the focused commercial product for brokers and intermediaries. Confidentiality, disclosure, referral and compensation controls are built into its workflow without cluttering the experience with construction execution tools.
Non-circumvention & non-disclosure signed in-portal with native e-sign - prefilled, completion-tracked, PDF and signature certificate auto-filed to the deal.
Teaser first, full data room after signature. Per-property hard gates mean sensitive deal detail is never one forwarded link away from a stranger.
Signed referral links, agreement-gated introductions, automatic conversion tracking. Your network works your deal flow - on the record.
Claim → approval → transparent client view of percentage, amount, and payout date. The compensation trail lives in the platform, not in email threads.
Multi-step prequalification and identity/funds verification with proof-of-funds gating - the funnel that produced this platform's own AI screening layer.
Passwordless entry, invite chains fired straight from CRM workflows, per-user language. No credentials to reset, no onboarding friction to apologize for.
Integrations
DealStrand does not ask you to abandon the tools your firm already runs. I&D can publish acquisition, bid and draw events; Brokerage can publish listing, disclosure, referral and fee events. Signed webhooks route the right activity into the rest of your stack.
Push deals, listings, stage changes and closings into the company CRM your team already reports from-without flattening the product-specific workflow inside DealStrand.
I&D can route awarded bids and draw detail toward accounting; Brokerage can route buyer, referral and fee events toward sales and commission systems.
Every payload is signed with HMAC-SHA256 so receiving systems can prove it came from your workspace. Failed deliveries retry automatically, and a delivery log in your dashboard shows exactly what fired, where, and when.
The product boundary
Each customer receives a dedicated installation. The two products use the same proven platform architecture, while their operational modules stay purpose-built and their customer data stays isolated.
| Capability | Investment & Development | Brokerage |
|---|---|---|
| Pipeline model | Acquisition through financing, execution, stabilization and exit | Mandate through marketing, offer and close |
| Deal intake | Offering packets, underwriting facts and buy-box scoring | Listings, mandates, sellers, buyers and qualification |
| External rooms | Lender and contractor rooms with engagement history | Buyer and client rooms with controlled circulation |
| Execution tools | Scopes, bids, work evidence and draw packages | Not included-keeps Brokerage focused |
| Brokerage controls | Not included-keeps I&D focused | NCND, disclosure gates, referrals and fee claims |
| Platform foundation | Dedicated CRM, documents, e-sign, mail, AI and integrations | Dedicated CRM, documents, e-sign, mail, AI and integrations |
Need both operating models? We scope that as a multi-workspace firm deployment rather than silently combining unrelated modules.
Deployment
Select Investment & Development or Brokerage. We confirm the workflow boundary before provisioning so the portal matches what your firm actually does.
Your branded workspace arrives with the selected pipeline, forms, agreements and product-specific modules on a DealStrand subdomain-or your domain when included in the plan.
Your team operates from one focused console while clients and counterparties see a secure portal that looks like your firm, not a WordPress installation or generic software.
Built by dealmakers
This platform wasn't designed in a sprint planning meeting. It was forged on live deal flow - international real estate, hospitality acquisitions, structured introductions - through more than three hundred production releases. Every edge case it handles is one that actually happened.
Pricing
Brokerage starts lower because it is a more focused commercial workflow. Investment & Development is priced higher because it includes financing and execution infrastructure in addition to the complete platform foundation. Annual billing is discounted.
$249/mo
$2,390.40 billed annually.
For an owner-operator acquiring, financing and executing their first active deals.
$449/mo
$4,310.40 billed annually.
For active investment teams managing multiple deals, lenders, contractors and draws.
$749/mo
$7,190.40 billed annually.
For investment and development firms operating a fully branded deal infrastructure.
$149/mo
$1,430.40 billed annually.
For an independent broker organizing listings, buyers, agreements and follow-up.
$299/mo
$2,870.40 billed annually.
For active brokerages coordinating buyers, referrals and protected deal circulation.
$549/mo
$5,270.40 billed annually.
For brokerages that want the client experience completely under their own brand.
These are public platform prices, not an activated billing system. No real subscriber or payment method is created during a walkthrough or demo. AI overages and multi-workspace deployments are scoped separately.
Questions, answered
Generic systems are horizontal toolboxes. DealStrand starts with one of two real-estate operating models: Investment & Development or Brokerage. Each dedicated installation includes its own pipeline and controls, plus CRM, documents, e-sign, mail, AI and integrations.
It carries a broader operational footprint: underwriting intake, borrower files, lender rooms, loan packages, scopes of work, contractor bids, work evidence and draw packages. Brokerage remains purpose-built and is priced as the narrower workflow rather than being forced into the same commercial package.
Access to the selected product with sample data, so you can evaluate its pipeline, CRM, documents and product-specific workflow. Outbound actions remain safely limited until a subscription and payment arrangement are deliberately activated.
No. Clients, buyers, lenders and contractors use controlled portal invitations or signed links for the specific experience. They do not receive WordPress administrator access and do not need to see a WordPress login.
No - and it doesn't try to. DealStrand is the system of record for deals; your books stay in QuickBooks. Awarded bids and draw packages carry vendor, amount, and line-item detail, and webhooks push them to your accounting stack through Zapier so nothing is re-keyed.
Never. The AI extracts and drafts; the platform computes and you decide. Buy-box scores are deterministic math on your criteria, document freshness is checked in code against the calendar, form fills use verbatim workspace values with a human review step, and the copilot creates a deal only after you approve its proposal.
You own it, full stop. Export deals, documents, contacts, and audit logs anytime. Your workspace runs on your own subdomain - or your own domain on the Firm plan - and there are no hostage clauses.
Open either product demo, or let us walk through the operating model and plan level that matches your team.