Send the numbers,
not the listing.
Your investor clients don’t want another Zillow link. They want to know what it earns. DealCaddie runs the deal in seconds and puts it on a private page with your name on it — so they come back to you.
Agent plan · $49/mo after the trial · cancel anytime
Twelve investor clients today
Texts, emails, Zillow links, Redfin screenshots, a spreadsheet you rebuilt last week. “Does this one cash flow?” arrives with no address.
Twelve investor clients with DealCaddie
Every property, every number, every message in one place — and your client’s page has your headshot and brokerage on it.
Underwrite in seconds. Deliver like a pro.
Paste a listing and DealCaddie pulls rent comps, county tax, insurance and STR data, then scores seven strategies. Then it does the part that used to take your evening.
“Is it a good deal?” Answer in one text.
Other agents send a listing link and “thoughts?” You send a link to a page with the score, the offer, the cash flow and your note, branded with your headshot and brokerage. It’s ready before they finish their coffee.
- Opens on their phone. No login, no app
- You choose which strategies and sections each client sees
- Caddie’s Take spells out the call and the red flags in plain English
Show them what a seller credit does.
A lower offer plus a seller credit can mean $12,700 less cash to close. Put your scenarios side by side on the same link, and let your buyer add their own: 10% down, a rate buy-down, a lower price.
- Up to four scenarios next to the numbers you analyzed
- Cash to close, monthly payment and cash flow on each
Every deal you share is a lead magnet.
Investors forward deals to partners, lenders and friends. Every DealCaddie link carries your headshot, brokerage and a Contact button, so the next investor who opens it knows exactly who to call, and you hear about it the moment they do.
- Request a showing, ask a question or get pre-qualified, right from the page
- New leads hit your email and phone instantly, tied to the property they were looking at
- See views and leads on every deal in your pipeline
Know who to show first.
Give every client a private portal of the properties you picked. They rank their favorites, react to each house and request a showing, and you get a notification the moment they do.
- Rankings, reactions and showing requests sync to your Clients tab
- Drag to reorder; what you see is what they see
- Portal views and last-seen, per client
Every question lands on the property it’s about.
Clients message you from the portal, so “does this one cash flow?” is already attached to the address, the numbers and your last reply. No scrolling through texts to figure out which house they meant.
- Push alerts and read receipts
- Quick replies for the things you type ten times a day
The PDF that closes the meeting.
A ranked shortlist with your headshot, brokerage and contact on every page, and the full numbers for each house. One tap to make it.
- Same per-client strategy and section settings as the portal
- Email it, AirDrop it, or hand them the link
Deals that fit your client find you.
Set a buy box per client: market, price, beds, cash-flow floor, strategy. New matches come to you first, already underwritten, and you send the good ones with one tap.
- Flip the map to Cashflow: green clears the client’s bar, gold is close, red falls short
- Ten buy boxes with daily alerts on the Agent plan
- You approve every match before a client sees it
As a realtor, I am able to use DealCaddie to analyze and share financial estimates across all strategies to my clients within seconds from my car between showings.
Try it on your next client. Free for 7 days.
Same product on both plans. Agent Pro just removes the limits. You’re not charged until the trial ends.
- Lead capture on every shared deal: showing, question and pre-qual requests
- Client portals with ranking, reactions and messaging — up to 5 active clients
- Branded PDF packets and share pages with your headshot, logo and brokerage
- Financing scenarios on every share page, with a calculator the client can use
- 5 buy boxes with daily alerts
Card required, nothing charged for 7 days. Cancel anytime.
- Unlimited active clients and portals
- Unlimited buy boxes — one per client if you like
- Same messaging, packets, leads and scenarios
Questions
Do my clients need an account?
No. Each client gets a private link. They open it on their phone, see the properties you chose, rank them, react and message you — no login, no app to install.
Where do the numbers come from?
Listing data from the listing. Rent estimates from RentCast rent comps. County property tax and state insurance from public sources, labeled on the page. STR occupancy and nightly rates from market data for the area. Every assumption is editable before you send it.
How does lead capture work?
Every deal you share carries your headshot, brokerage and a Contact button. Anyone who opens it, including people your client forwards it to, can request a showing, ask a question or ask to get pre-qualified. You get an email and a push notification with their name, contact details and the property they were looking at.
Can I control what a client sees?
Yes, per client. Choose which strategies and sections show on their portal, their share pages and their PDF packet.
How does the trial work?
Enter a card, get the full plan you picked for 7 days at no charge. Cancel from your account page before it ends and you pay nothing; otherwise the first charge is on day 8. One trial per account.
Is this investment advice for my clients?
No. DealCaddie produces estimates from listing and market data so you and your client can make your own call. It is an analysis tool, not a substitute for due diligence, a lender or a licensed advisor.
Be the agent who sends the numbers.
Set up your first client in five minutes. Send them a portal tonight.
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