Getting Started with DealBuilder

Congratulations on choosing DealBuilder to help you close more deals and reduce overhead. Whether you're a long time DealBuilder client or just signed up, this guide will walk you through the essential steps to get started. Let's dive in!

DealBuilder 101

Our guide to everything DealBuilder - from onboarding your first client to accepting offers.

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What is DealBuilder?

Explore the DealBuilder Platform

Creating A New Project + Onboarding A Client

How To Complete A Valuation In DealBuilder

Creating A CIM Using DealBuilder AI

Adding Brokers to Your Brokerage Account

How to Create & Invite Sellers to Your Data Room

Uploading a PDF Presentation in DealBuilder

Categories

Getting Started

This guide will walk you through the essential steps to get started. Let's dive in!

Managing Your Listing

Get Your Listing Published, Manage Contributors, Due Diligence Files and More

Advanced Features

Mastered onboarding clients and sharing your deals? Elevate your account with advanced settings and features.

Customization

The DealBuilder platform can be highly customized, from custom questionnaires, NDA's to brokerage templates. See how here.

Community

Come for help and support, stay for the company!
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