Built for the people
who close.
The deal management platform for high-ticket closers. Real estate, yacht brokerage, business brokerage.
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1535 Gulf Drive
Lead · Marcus Webb
2710 Cortez Road W
Active · Elena Marsh
904 Bayshore Gardens
Under Contract · Sara Patel
842 Palma Sola Blvd
Lead · Dana Flores
Stop losing deals to spreadsheets,
email, and chaos.
Most deals don't die from bad leads — they die from the text thread, the Excel file, and the deal you forgot to follow up on. DealDecks fixes all three.
Deal Rooms
A secure, co-branded portal for every deal. Buyer, seller, co-broker, attorney — anyone with the link sees asset photos, milestones, and documents. No account needed, just a one-time code.
Event Lead Capture
Turn open houses, boat shows, and expos into a pipeline. Generate QR codes for any event or listing — leads scan in, consent is captured, and they land directly in your contacts.
AI Deal Briefings
An AI brief on every deal — what just happened, who owes the next move, and which deals have gone quiet. Walk into every call knowing exactly where it stands.
Deal Dashboard
Every active deal, its stage, and what needs attention — on one board. See pipeline value, projected commissions, and what to work on today.
Automated Follow-up
Follow up without thinking about it. Stage-change triggers, timed sequences, and inactivity reminders run while you focus on the relationship.
SMS & Email
Message clients directly from any deal. Every conversation is logged and tied to the deal — nothing disappears into a text thread.
A secure portal for
every transaction.
Send one link and every party — buyer, seller, co-broker, attorney — sees asset photos, live milestones, and documents in a deal room that carries your brand. No account to create, no app to download, no PDF chains. Just your logo, your colors, and a one-time email code at the door.
- No account needed — anyone with the link and a verified email can view
- Co-branded with your logo and colors, not ours
- Asset photos, specs, and live milestone progress
- Share and request documents — secured by one-time code
Meridian Real Estate
Deal Room
14 Harbor View Drive
Price
$1,450,000
Harborfront Colonial
PropertyBeds
4
Baths
3
Sq ft
2,850
Built
2019
Milestones
2 / 3 completeTurn every open house
into a pipeline.
Print a QR placard for any event or listing. Visitors scan it on their own phone, fill out a short branded form, and land directly in your contacts — interest tagged and SMS consent recorded at the moment of capture. No clipboards, no paper, no manual entry on Monday.
- Unique QR code per event or individual listing
- Branded capture form — runs on the visitor's phone
- TCPA consent recorded the moment they opt in
- Tablet kiosk mode auto-resets between visitors
Scan to enter
14 Harbor View Dr
Open House · Sat 1–4pm
Welcome to the Open House
Meridian Real Estate
Name
Jordan Avery
Mobile
(401) 555-0142
jordan@email.com
Text me updates about this listing. Consent recorded — reply STOP to opt out.
Your pipeline.
Finally under control.
See every active deal, what's at risk, and what to do next — on one screen. At-risk deals are flagged automatically so nothing goes quiet without you noticing.
- Drag-and-drop kanban by stage
- At-risk detection: stalled, overdue, no next action
- Next actions surface tasks due this week
- Close date tracking and weighted forecasting
In Progress
Summit Ridge Lot
Under Contract
M/Y Blue Horizon
Showing
Summit Dental Grp.
Due Diligence
Follow up without
thinking about it.
Set sequences that reach out automatically when deals go quiet. Trigger tasks when a deal changes stage. Let automations handle the repetition while you stay focused on closing.
- Timed follow-up sequences
- Stage-change task triggers
- Deadline and inactivity reminders
- Custom automation builder
Follow-up Sequence
Day 0
Send welcome SMS
Day 3
Email: check-in & next steps
Day 7
SMS: offer reminder
Day 14
Task: call client
Ready to close more deals?
Join agents and teams who manage their entire deal lifecycle in DealDecks.
14-day free trial · No credit card required