A&A DealFlow
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Built for real-estate wholesaling operations

Run the work from seller lead to closing in one organized workspace.

A&A DealFlow connects seller leads, properties, acquisitions, offers, contracts, buyers, tasks, documents, and team activity so the next step does not live in another spreadsheet.

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Designed with tenant isolation and role-based access controls. Security controls and integration availability are labeled by status.

Inside the workspace

See the records, handoffs, and next steps behind the work.

Move from a company-level view into the seller, property, lead, offer, contract, buyer, and task records that support each opportunity. Every preview is an illustrative view built from fictional sample labels and the current workflow.

Dashboard

Review follow-ups, appointments, pipeline activity, and recent work.

Lead record

Keep seller, property, ownership, notes, tasks, and activity in context.

Acquisitions

See opportunities by stage and open the record that needs attention.

Buyer workflow

Organize buyer criteria, proof-of-funds status, and deal interest.

Reporting

Review the operational measures available in the current product build.

View the Product Tour

When the work is split, context gets lost

Replace scattered handoffs with a shared operating record.

The problem is not a lack of effort. It is that the next call, property detail, buyer note, contract date, or owner often lives in a different place.

Leads in different places

Bring imported and manually entered leads into a consistent record with ownership, source, status, and history.

Follow-ups without a clear owner

Assign tasks, set due dates, and keep the next step connected to the relevant record.

Acquisitions and dispositions working from different context

Carry deal information forward so each team can see the handoff without rebuilding the record.

Buyer details in separate spreadsheets

Keep buyer profiles, criteria, proof-of-funds status, and deal interest in the buyer workflow.

Documents detached from the transaction

Store documents and versions with the records and access controls they belong to.

Limited operating visibility

Use current dashboards and reports to review the activity and outcomes the product actually tracks.

The full operating path

Follow the opportunity from intake through review.

A&A DealFlow keeps the records and next steps connected as the work changes hands.

  1. 01

    Capture or import a lead

    Create a record manually or bring in a validated CSV.

  2. 02

    Contact the seller

    Record the conversation, notes, ownership, and status. Provider-based calls and messaging remain Planned.

  3. 03

    Evaluate the property

    Keep property details and photos connected to the seller and opportunity.

  4. 04

    Schedule follow-ups

    Assign due dates, recurring work, and appointments.

  5. 05

    Create an offer

    Compare configurable scenarios and retain offer history.

  6. 06

    Place the property under contract

    Carry the accepted opportunity into deal, contract, checklist, and document records.

  7. 07

    Work the buyer side

    Track buyer criteria and interest. Automated buyer matching and deal blasts are Planned.

  8. 08

    Select the buyer and assignment path

    Compare interest and offers in the disposition workflow.

  9. 09

    Track closing details

    Keep deposits, dates, tasks, documents, and status in context.

  10. 10

    Review company performance

    Use available operational dashboards and reports; advanced reporting is Planned.

Explore the Platform

Built around the workflow

The core records and controls in one place.

Seller and lead management

Connect contact details, source, ownership, status, property context, tasks, notes, and activity.

Explore Lead Management

Acquisitions pipeline

Review stage, ownership, and next actions across active seller opportunities.

Explore Acquisitions

Property records

Keep property details, ownership relationships, photos, and linked lead history together.

View All Features

Offers and analysis

Build transparent offer scenarios with configurable assumptions and saved history.

Explore Acquisitions

Dispositions workflow

Track a contracted deal through buyer interest, offers, assignment, deposit, and closing.

Explore Dispositions

Documents

Keep uploads and versions connected to the deal or contract with access controls.

View All Features

Reporting

Review available operational measures without relying on invented customer benchmarks.

Explore Reporting

Shared work, controlled access

Give each person the context they need for their role.

Invite teammates, assign fixed roles, control access through permission keys, assign records and tasks, and review shared pipeline and activity history. Server-side authorization is the control; interface visibility is a supporting cue.

  • • Company workspace and member invitations
  • • Fixed roles mapped to permission keys
  • • Lead and task ownership
  • • Shared acquisitions and dispositions workflows
  • • Member lifecycle controls and audit visibility
  • • Custom roles remain Planned
Explore Team & Permissions

A tour that does not depend on a video

Walk through the real product, screen by screen.

See how a fictional opportunity moves from a seller lead into property evaluation, an offer, contract records, buyer interest, closing work, and company review. Every step includes a representative interface view and an availability note.

  1. 1. Seller and property
  2. 2. Offer and contract
  3. 3. Buyer and closing
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Availability without ambiguity

Plan connected workflows from current status—not assumptions.

Planned

RingCentral

Calls, text messages, call history, recordings, voicemail, user mapping, and normalized communication records are planned. No live RingCentral connection is available today.

View Planned RingCentral Work
CSV Import Available

PropStream

Export a CSV, apply the PropStream mapping preset, preview and validate rows, handle duplicates, and retain import history. This is not a direct API integration or synchronization.

See the CSV Import Workflow
Planned

Email

A customer-facing email integration is planned. Platform transactional emails do not mean a connected company mailbox is available.

View Email Status
Planned

Calendars

Calendar synchronization for appointments is planned. Providers, direction, and timing are not yet committed.

View Calendar Status
Explore Integrations
Read-only

Get product guidance without giving an assistant permission to change your work.

The AI Help Assistant answers questions about A&A DealFlow, explains workflows, helps troubleshoot common issues, and links to relevant Help Center sources. It uses the user’s role and permission context for guidance.

The assistant does not create, edit, move, send, delete, approve, or complete actions inside A&A DealFlow. It is architecturally separated from write capabilities.

  • • Ask how a feature works.
  • • Find the next step in a workflow.
  • • Open a cited Help Center source.
  • • Review permission-aware guidance.
  • • State uncertainty when reliable guidance is unavailable.
Explore the Read-Only Assistant

Learn in context

Start with a guided path for the work your role performs.

Use guided setup, role-aware tours, onboarding checklists, contextual Help, and labeled sample workflows to learn the application. Training data is kept distinct from production work and excluded from operational reporting.

Guided company setup

Create the workspace and complete the owner setup flow.

Role-aware tours

Show relevant steps and skip restricted features.

Labeled sample workflow

Practice with sample records that are visibly marked and removable by an authorized admin.

Help in context

Open approved articles and tours from the place where the work happens.

View the Product Tour

Operational visibility

Review what is moving, what needs attention, and what has changed.

Use dashboard and reporting views to review follow-ups due, overdue tasks, appointments, recent activity, and supported pipeline or outcome totals.

Advanced reporting, commissions, and advanced analytics are Planned

Explore Reporting

Security-focused architecture

Protect company access at the account, permission, data, and file layers.

A&A DealFlow is designed with tenant isolation, role-based access controls, server-side authorization, audit logging, protected storage paths, verified invitations, and privacy-conscious AI boundaries. The Security page labels each control Implemented, In Progress, or Planned against the current tested product build.

  • Tenant isolationSee the Security page for the current status.
  • Role-based permissionsSee the Security page for the current status.
  • Audit loggingSee the Security page for the current status.
  • Protected file pathsSee the Security page for the current status.

No certification or universal compliance claim is made.

Read the Security Approach

Product principles

Real screens. Clear status. No invented proof.

We show the product as it exists, label planned work where it appears, and leave customer proof unpublished until a real customer has approved the evidence.

  • Product evidence over stock imagery.
  • Specific workflow copy over hype.
  • Limitations next to claims.

Simple, scalable pricing

Choose the plan that fits your team today.

Every self-serve plan includes a 14-day free trial. Annual billing saves the equivalent of 2 months.

Starter

$59

$59/mo · $49/mo billed annually

Growth

$119

$119/mo · $99/mo billed annually

Professional

$239

$239/mo · $199/mo billed annually

Enterprise

Custom

Tailored to your rollout

Compare Plans

Put the next seller, property, task, buyer, and closing step in one place.

Start a 14-day free trial, or talk with sales about team fit, rollout, security, and workflow questions.

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