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DealOS
Wholesaler Operating System
Welcome back
Sign in to your DealOS workspace to manage your pipeline.
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Dashboard
Good morning, Ryan
⌘K
DEV MODE — switch role
Ryan Smith BROKER
You — full brokerage access
AGENTS
Sarah Martinez AGENT
3 active transactions
David Kim AGENT
2 active transactions
Marcus Thompson AGENT
1 active transaction
Amanda Lee AGENT
2 active transactions
OTHER ROLES
Jamie Rodriguez TC
Transaction Coordinator
Notifications
Good morning, Ryan 👋
Active Deals
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In your pipeline
Projected Fees
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Active pipeline
Offers This Month
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Submitted this month
Deals Closed
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This month
Pipeline Summary
View all →
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Lead
—
Offer
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Contract
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Closing
Today's Schedule
From Google Calendar
Today's Tasks
+ Add task
Quick Actions
New Deal
Add Contact
Generate Contract
Send for E-Sign
Pipeline MetricsThis Month
TOTAL DEALS
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ACTIVE
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OFFERS OUT
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UNDER CONTRACT
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Loading deals...
Loading deals...
InsightsThis Month
DEALS ADDED
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OFFERS SENT
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CONTRACTS SIGNED
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CLOSED / FUNDED
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Deal OutcomesTracking listings with MLS attached
STATUS CHANGES SINCE LAST VISIT
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Click to see what changed
WENT PENDING
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— still tracking
CLOSED ELSEWHERE
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— without you
STILL ACTIVE
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— still on market
Checking MLS status for your deals…
Recent Status ChangesSince your last visit
Closed ElsewhereListings that closed without you — your offer vs final sale
Currently PendingListings under contract — track to see who closed
No deals with MLS listings in this range.
Outcome tracking only works for deals with an MLS listing attached. Attach one to a deal to start tracking what happens to it.
Deal Hunter
Watch the MLS for properties that match your criteria. Get alerts when something new hits.
No watchlists yet
Create your first watchlist to start hunting for deals.
Some ideas:
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—
New Watchlist
Define what you're hunting for. Anything matching shows up here.
Basic Info
Location
Price & Property
Mobile / Manufactured Homes (optional filter)
Excludes leased-land parks. Only applies if you've selected Mobile above.
Keywords in Remarks
Matches if any of these words appear in the listing's public remarks.
Matches if any of these appear in agent-only private remarks.
Filters OUT any listing where these words appear in either public or private remarks.
Monthly Performance
Track your numbers month by month
Monthly Transactions Report
SORT BYFILTER
Status
Property
Contract Price
Title Co
Closing Date
Acq Rep
Buyer
Total Fee
All Contacts
Name
Type
Phone
Email
Deals
Added
Purchase Contract
Wholesale Purchase Agreement
Standard wholesale purchase contract for acquiring properties. Includes assignment clause and inspection period.
Assignment Contract
Assignment of Contract
Transfer your equitable interest to an end buyer. Specify assignment fee and closing date clearly.
Double Close
Double Close Agreement
Back-to-back closing documents for simultaneous A→B and B→C transactions. Transactional funding ready.
JV Agreement
Joint Venture Agreement
Split deals with other wholesalers. Define roles, responsibilities, and profit split clearly.
Listing Agreement
Flat Fee Listing Agreement
Blackhorne flat fee brokerage listing agreement for agents. MLS ready with commission structure.
Custom
Custom Template
Start from a blank template or upload your own custom contract to use with DocMadeEasy.
Loading documents...
Document
—
Upload to Library
📎
Click to choose files
or drag and drop
Offer Hub
All offers across your pipeline
TOTAL OFFERS
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WORKING / OFFERED
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ACCEPTED
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DECLINED
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Loading offers…
Preview mode. The data shown below is sample content to demo the UI. Once SignMadeEasy/DocMadeEasy is wired up, real signing envelopes will populate here.
E-Sign Preview
Send and track contract signatures without leaving DealOS.
Not connected. Sample events below. Connect Google in Settings to see your real calendar.
Calendar
Walkthroughs, inspections, deadlines, and closings — all in one place.
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
Today's Agenda
Event Types
Walkthrough
Inspection
Closing
EMD Due
Due Diligence End
Meeting / Call
Hard Deadline
Vault
Your archive of recorded & funded deals.
Total Closed
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Recorded / Funded deals
This Year
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Total Volume
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Purchase prices
Total Fees
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Earned across deals
Loading your archive…
Preview mode. This is what your team dashboard will look like once you upgrade to a Team plan and invite agents into your DealOS workspace. Sample data shown.
My Team Preview
Everyone in your DealOS workspace — at a glance.
🧪 EXPERIMENT
Contract Gen — Browser PDF Fill
Test fill a PDF contract template directly in the browser. No DocMadeEasy. No Salesforce round-trip. The filled PDF stays in your browser unless you download or save.
1. Template
No template loaded
Tip: Use the AZ Purchase Contract PDF you already prepared in Acrobat with the {{Opportunity_X}} form fields. Those field names are how we'll fill them.
2. Pull Deal Data (Optional)
Load a real deal's data into the form below. Or just type values manually.
3. Detected Form Fields
Once you upload a template, all {{Opportunity_X}} form fields detected by pdf-lib will appear here. Fill any of them, then generate.
— upload a template first —
4. Field Values
Each detected field gets an input below. Edit freely. Click "Generate" when ready.
Upload a PDF template above to see its fields here.
5. Result
⚡ QUICK OFFER
Generate an offer in 90 seconds
Standalone flow. No Salesforce round-trip, no deal record required. Fills the Feb 2026 AZ Purchase Contract from a 7-step form with your defaults pre-populated.
Good evening, Ryan 👋
Brokerage office overview · Blackhorne Realty
Active Listings
14
▲ 3 vs. last month
In Escrow
6
▲ 1 vs. last month
Closed YTD
42
▲ 18% vs. last year
GCI YTD
$487K
▲ 22% vs. last year
Active Agents
8
— same as last month
Avg Days on Market
23
▲ 4 days slower
Top performing agents this monthView all →
SM
Sarah Martinez
$2.1M closed · 7 deals
100%
DK
David Kim
$1.6M closed · 5 deals
76%
JR
Jessica Reyes
$1.2M closed · 4 deals
57%
MT
Marcus Thompson
$890K closed · 3 deals
42%
Recent transactionsView all →
Property
Agent
Status
Sale Price
Commission
Close Date
8421 N Camelback Rd
Phoenix, AZ 85020
SM
Sarah M.
Closed
$485,000
$14,550
Apr 28, 2026
2104 E Granada Ave
Scottsdale, AZ 85251
DK
David K.
In Escrow
$725,000
$21,750
May 12, 2026
1834 W Sandstone Dr
Sun City, AZ 85351
JR
Jessica R.
Active
$315,000
—
—
645 N Pinewood Ct
Mesa, AZ 85207
MT
Marcus T.
Closed
$298,000
$8,940
Apr 22, 2026
Agents
8 active agents · 2 pending onboarding
Agent
License #
Status
Active Listings
YTD Closed
YTD GCI
Joined
SM
Sarah Martinez
sarah@blackhorne.com
SA123456
Active
4
12
$87,200
Jan 2024
DK
David Kim
david@blackhorne.com
SA234567
Active
3
8
$64,800
Mar 2024
JR
Jessica Reyes
jessica@blackhorne.com
SA345678
Active
2
6
$48,300
Jul 2024
MT
Marcus Thompson
marcus@blackhorne.com
SA456789
Active
2
5
$36,500
Sep 2024
AL
Amanda Lee
amanda@blackhorne.com
SA567890
Active
1
4
$29,400
Nov 2024
TH
Tyler Hayes
tyler@blackhorne.com
SA678901
Active
1
3
$22,100
Feb 2025
RB
Rachel Brooks
rachel@blackhorne.com
SA789012
Active
1
2
$15,800
Jun 2025
CW
Chris Walker
chris@blackhorne.com
SA890123
Active
0
2
$11,200
Sep 2025
NW
Nicole Wright
nicole@blackhorne.com
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Pending
0
0
$0
Onboarding
Listings
14 active listings across 8 agents
$485,000
8421 N Camelback Rd, Phoenix AZ
3 bd2 ba1,847 sqft
Sarah MartinezActive
$725,000
2104 E Granada Ave, Scottsdale AZ
4 bd3 ba2,634 sqft
David KimIn Escrow
$315,000
1834 W Sandstone Dr, Sun City AZ
2 bd2 ba1,344 sqft
Jessica ReyesActive
$1.2M
9876 N Mummy Mountain Rd, PV AZ
5 bd4 ba4,210 sqft
Sarah MartinezActive
$398,000
645 N Pinewood Ct, Mesa AZ
3 bd2 ba1,920 sqft
Marcus ThompsonActive
$565,000
3201 E Cactus Dr, Tempe AZ
4 bd2.5 ba2,100 sqft
Amanda LeeIn Escrow
Transactions
All brokerage transactions
ACTIVE
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PENDING DOCS
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DISBURSEMENT READY
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CLOSED THIS MONTH
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FEES COLLECTED MTD
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Property
Agent
Side
Sale Price
Brokerage Fee
Close Date
Docs
Status
No transactions yet
Create your first transaction to get started.
Commissions
Earned, paid, and outstanding
Office Compliance
Licenses, E&O, audit trail, and required disclosures
License Expiry
Aug 14, 2027
▲ 481 days remaining
E&O Insurance
Active
Renews Dec 2026
Pending Disclosures
2
Action needed
Audit Issues
0
All clear
Pending compliance items
Buyer Broker Agreement — 2104 E Granada
David Kim · Required before close 5/12
Pending
Seller's Property Disclosure — 3201 E Cactus
Amanda Lee · Submitted, awaiting review
Review
Reports
Production, performance, and financials
Monthly Production Report
Closings, GCI, and pipeline by agent
Listing Performance
Days on market, price reductions, conversion
Commission Statements
Per-agent statements with full breakdown
Agent Recruiting Pipeline
Prospects, conversations, onboarding status
Document Library
State-specific contracts, addendums, and brokerage forms
Create a transaction file. The Drive folder will be auto-created when this is wired up.
$
$
Generate Disbursement Instructions
Review and confirm. Form will be PDF'd and emailed to title with agent CC'd.
Upload to Library
This document will be available to all agents.
Drag-drop file here (File upload wires up when Drive integration ships)
Request Disbursement
Submit your wire instructions. Your broker reviews, signs, and forwards to title.
Profile
Company
Appearance
Integrations
Email Templates
Offers
Deal Modal
Calculator Defaults
Notifications
Billing
Profile Settings
Update your personal information and account preferences.
Company Information
This appears on contracts and offers.
Custom Logo
Upload your own logo to replace the DealOS logo in the sidebar. PNG/SVG recommended, max 1MB.
Appearance
Customize how DealOS looks.
Dark
Light
Accent Color
Pick a preset or use your brand color. Applies to buttons, links, badges and accents.
Integrations
Connect external services to DealOS.
Email Templates
Pre-written messages with auto-attached files. Use these from the Email Offer modal to save time on every offer.
Offer Defaults
Customize the contract verbiage and title-company info that auto-fills when you open the Input Offer Terms modal. These defaults only fill empty fields — they never overwrite anything you've already saved on a deal.
Deal Modal Fields
Toggle which fields appear on the deal detail panel. Hidden fields stay in your data — they just won't display here.
Calculator Defaults
Default values applied to NEW deals when the offer calculator first loads. Existing deals keep their own settings.
Notifications
Choose what you'd like to be notified about.
Billing
Manage your DealOS subscription.
Current Plan
Founder
Active
Payment Method
No payment method on file
Seats
1
Generate Offer
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Offer Terms
Email Offer
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Template
To
Cc
Bcc
Subject
Attachments
No attachments
Edit Offer Sent
New Deal
Create lead + opportunity
Powered by Google · pick a suggestion to auto-fill city/state/zip
A new deal will be created and opened immediately.