Home Support Categories

Getting Started

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

Managing Listings

How To Share Deals With Buyers

How To Share All Your Listings

Adding Contributors and Managing Permissions

Removing Listings & Archiving Projects

How to Edit Your Project

Changing Listing Status To Under Offer

Managing BizBuySell Inquiries

Adding & Editting Photos in Buyer Presentations

Customization

Customizing Templates

White Labelling The DealBuilder Platform

Editing and Refining Your CIM

Advanced Features

Sharing the CIM Without A NDA

BizBuySell Inquiry Auto-Responder

How to Generate Monthly Buyer Reports

Automated Emails To Buyers

/

Caley Hui

Deal Manager at DealBuilder

Reach out if you have any questions!

Other authors

No items found.

© DealBuilder — 2024. All rights reserved.

Home Support Categories Community