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Getting Started

What is DealBuilder?

Explore the DealBuilder Platform

Creating A New Project + Onboarding A Client

How To Complete A Valuation In DealBuilder

How to Create & Invite Sellers to Your Data Room

Creating A CIM Using DealBuilder AI

Adding Brokers to Your Brokerage Account

Uploading a PDF Presentation in DealBuilder

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

Adding a Deal to the DealBuilder Marketplace

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

Uploading Buyer List into DealBuilder and Syncing Contacts

Automated Emails To Buyers

Custom Buyer Qualification Template

Connecting PipeDrive CRM to DealBuilder

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Caley Hui

Deal Manager at DealBuilder

Reach out if you have any questions!

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