DealTrackr for Agents

Organize clients, pipeline, transactions, touches, deadlines, documents, commissions, and goals—all in one private workspace built for real estate agents.

DealTrackr is an all-in-one business organizer built for real estate professionals. Keep your clients, business contacts, pipeline opportunities, active transactions, deadlines, documents, follow-ups, and production goals together in one clean workspace. MANAGE CLIENTS • Organize buyers, sellers, referrals, and past clients • Search, filter, and sort your client database quickly • Save contact details, notes, birthdays, home anniversaries, and review links • See each client’s status and relationship history at a glance • Import clients in bulk using a supported CSV template ORGANIZE BUSINESS CONTACTS • Build a professional database of co-op agents, attorneys, lenders, title companies, inspectors, appraisers, contractors, photographers, stagers, insurance providers, and more • Save phone numbers, email addresses, websites, companies, categories, and notes • Call, text, email, or visit a contact’s website directly from the app • Import business contacts in bulk to save time when setting up your database BUILD YOUR PIPELINE • Track buyer, seller, dual, future, and nurture opportunities • Record estimated values, stages, next steps, notes, and follow-up dates • Log calls, texts, emails, in-person meetings, and other touches • Sort opportunities to quickly find the leads that need attention • Move leads forward without losing track of important conversations • Carry touches, notes, and documents into a transaction when an opportunity converts • Import pipeline opportunities in bulk using a supported CSV template TRACK TRANSACTIONS • Keep active, closing-soon, closed, and canceled deals organized • Store key dates, contacts, financial details, transaction notes, and documents • Log communication touches with clients and transaction contacts • Organize documents by category, including MLS sheets, agreements, disclosures, pre-approvals, proof of funds, earnest money, inspections, appraisals, addenda, title documents, closing documents, and more • Sort transactions to quickly find the deals that matter most • Quickly identify deals that are on track, need attention, or may be at risk • Import transaction records in bulk using a supported CSV template CALCULATE COMMISSIONS YOUR WAY • Choose whether commission is calculated from the gross sale price or the net sale price after concessions • View projected commission, sale volume, deductions, and estimated income • Keep your commission calculation preference included when exporting and importing transaction data STAY AHEAD OF EVERY DATE • View closings, inspections, appraisal dates, commitments, follow-ups, birthdays, and anniversaries • Schedule local reminders for upcoming deadlines • Export transaction deadlines to your Apple Calendar MEASURE YOUR PROGRESS • Track sales volume, GCI, closed sides, and custom production goals • Compare current and projected performance • Choose whether active pipeline opportunities are included in projections • Review projected totals using closed and pending deals, or closed, pending, and pipeline opportunities • See whether you are ahead, on track, or behind pace MAKE IT YOURS • Add your brokerage branding, logo, and preferred colors • Choose System, Light, or Dark appearance • Save your website, social media, and review links for quick access PRIVATE BY DESIGN Your DealTrackr information stays on your device. The app does not include advertising, analytics, tracking SDKs, or developer-operated servers. You control when and where information is exported or shared. Whether you are managing one transaction or an entire year of production, DealTrackr helps you stay organized, strengthen professional relationships, follow up consistently, and move every deal toward closing.