Watch the video below to go through some of DealBuilder's key features.

‍

Key Steps

1. Dashboard Navigation:
   • Start from the dashboard.
   • Review projects requiring attention.
   • Check projects in progress, offers, and pending inquiries.
   • Access and review NDAs for buyers.
   • Monitor metrics and project activities.
     ‍
2. Onboarding a New Project:
   • Click on the onboard project option.
   • Fill in client details or upload a CIM.
   • Generate a CIM using AI
     ‍
3. Support and Settings:
   • Access the contact us page for quick support.
   • Adjust brokerage settings from the drop-down menu.
     ‍
4. Projects Tab:
   • View all published and public projects.
   • Monitor project analytics like queries, views, offers, and last activity.
   • Manage contributors, attachments, FAQs, and sharing options.
   • Share NDA links with potential buyers.
   • Manage buyers and project details.
     ‍
5. Buy Side Deals Tab:
   • Explore buy side commission opportunities for brokers.
   • Review available deals in your area for potential buyers.

Notes

• Ensure proper access permissions are set for sharing NDA links.
• Double-check project details before sharing with buyers.
• Handle buyer inquiries and offers promptly to maintain engagement.

Tips for Efficiency

• Utilize the search bar for quick access to specific projects.
• Regularly monitor project metrics to track buyer interest.
• Keep project information updated and organized for smooth navigation.

‍