# DealBase — Full Reference

## Product Overview

DealBase is a real estate investor CRM built by REI Automated. It centralizes deal pipeline management, deal analysis (wholesale, fix-and-flip, BRRRR, subject-to, novation, creative finance), lead tracking, contact management, and team collaboration for real estate investors.

DealBase ships with:
- A visual deal pipeline (Lead → Call → Triage → Analysis → Perfect Presentation → PSA → Close)
- A Deal Analyzer for every common exit strategy
- The DealBase Toolbox: free interactive calculators, quizzes, scorecards, and decision trees
- DealLabs AI add-on for AI-assisted deal analysis
- Multi-tenant team collaboration with role-based access control

## Pricing

- $1 for 28-day trial (full access)
- Operator plan: starting at $200/month
- Scale plan: starting at higher tier
- DealLabs AI: optional add-on
- Cancel or downgrade anytime via billing settings

## FAQ

### What is DealBase?
DealBase is a CRM purpose-built for real estate investors. It handles the full deal lifecycle from lead intake through close, with built-in deal analysis tools for every common REI exit strategy.

### Who is DealBase for?
Real estate wholesalers, fix-and-flip investors, creative finance investors (subject-to, novations, seller carrybacks), small to mid-sized REI teams, and anyone managing a pipeline of investment property opportunities.

### How is DealBase different from a generic CRM?
DealBase ships with REI-specific deal stages, deal analysis math, exit-strategy modeling, and integrations with the tools investors actually use. Generic CRMs require heavy customization to handle wholesale assignments, novation deals, or subject-to math.

### Does DealBase support creative finance deals?
Yes. DealBase handles subject-to, novation, seller financing, lease options, wraps, and hybrid deals natively, including the math for each exit strategy.

### What is the DealBase Toolbox?
A library of free interactive tools — calculators, quizzes, scorecards, decision trees, and checklists — that any real estate investor can use without an account. Saving results requires a free DealBase account.

### Is there a free trial?
Yes. DealBase offers a $1 trial for 28 days with full access to the Operator plan.

## Glossary

### ARV (After Repair Value)
The estimated market value of a property after rehab is complete. Used in MAO calculations and deal analysis.

### Assignment
A wholesale exit strategy where the investor contracts a property and assigns the contract to an end buyer for a fee, without taking title.

### BRRRR
Buy, Rehab, Rent, Refinance, Repeat. A buy-and-hold strategy that recycles capital by refinancing at the post-rehab value.

### Creative Finance
Any deal structure that does not rely on conventional bank financing — subject-to, seller financing, lease options, wraps, novations, etc.

### Double Close
A wholesale exit where the investor briefly takes title before reselling to an end buyer, used when assignment is not viable (e.g. with novations or large spreads).

### EMD (Earnest Money Deposit)
Money put down by a buyer to demonstrate good faith when entering a purchase contract.

### MAO (Maximum Allowable Offer)
The highest price an investor should pay for a property to hit their target profit, calculated from ARV, repair costs, holding costs, and desired margin.

### Novation
A creative finance structure where a new buyer assumes the contract via a novation agreement, typically used to capture spread on retail-priced properties.

### PSA (Purchase and Sale Agreement)
The binding contract between buyer and seller for a real estate transaction.

### Subject-To (Sub2)
A creative finance technique where the buyer takes ownership of a property "subject to" the existing mortgage staying in place in the seller's name.

### Wholesale
Contracting a property at below-market price and assigning the contract (or double closing) to an end buyer for a fee, without taking long-term ownership.

## Free Interactive Tools (DealBase Toolbox)

Available at https://app.reiautomated.io/toolbox — no account required to use, free account required to save results.

- Calculators: ARV, MAO, deal profit, holding costs, refinance math
- Quizzes: Investor self-assessment, deal-readiness checks
- Scorecards: Deal scoring, lead scoring, process audits
- Decision Trees: Exit-strategy decisions, go/no-go workflows
- Checklists: Due-diligence playbooks, closing checklists

## Parent Company

DealBase is built by REI Automated, a software company focused on tools for real estate investors. Founded by real estate investors for real estate investors.