Every referral deserves
a deal room, not a dead end
DealSync is the shared deal room where Loan Officers and Realtors track every lead from first conversation to closing day. AI captures your calls, drafts your follow-ups, and shares a live status page with your borrower — so nothing slips and you close more.
No credit card required · Free for Realtors, always
The problem
You're not losing deals at closing.
You're losing them at "I'm not ready yet."
Most LO-Realtor tools focus on the escrow phase. But the biggest leakage in your pipeline happens before a buyer ever fills out an application — in the weeks and months between first contact and "I'm ready to move forward."
The referral black hole
A Realtor refers a buyer to an LO. They have a great phone call. But the buyer isn't ready to apply yet. Three weeks later, nobody remembers what was discussed — and the lead goes cold.
Follow-ups fall through the cracks
That buyer who said 'call me in 60 days'? Without a shared system, it's a sticky note on a monitor. By the time someone follows up, the buyer already talked to another lender.
Conversations disappear
The LO had a detailed call about the buyer's DTI concerns, their VA eligibility, their timeline. None of it was captured where the Realtor can see it. So the Realtor is flying blind.
Status checks never end
Once a deal is in escrow, it's 'What's the status on the Smith file?' every week — by text, by call, by email. Neither side has a single place to look.
The follow-up gap is where deals die
When LOs and Realtors don't have shared visibility, leads slip through the cracks between "interested" and "ready."
The full journey
From first conversation
to closing day
DealSync doesn't start at escrow. It starts the moment a lead enters your world — and stays with them until they get their keys.
Capture the lead in seconds
Get a referral from your Realtor partner — or a phone call from a buyer. Click + New deal, or paste your call transcript and let DealSync's AI extract every detail into a shared deal card. Both sides see it instantly.
Nobody gets forgotten
The buyer isn't ready yet — and that's fine. DealSync's daily 7am follow-up digest emails you every overdue lead, and the AI Coach reads your notes and drafts the exact message to send. No more sticky-note follow-ups.
They're ready — and you're prepared
When the buyer says "let's do this," every conversation is already documented. Pre-approval moves faster because the groundwork was laid during nurture. Generate a Borrower Portal link with one click — your client sees a live status page on their phone.
Track every contract deadline
Loan contingency deadline, appraisal-at-value, conditional loan approval, clear-to-close. DealSync tracks all of it on one card with role-aware visibility. The borrower sees a beautiful status page. The Realtor stops asking "any update?" Everyone wins.
NEW · Letter generation
Every mortgage letter,
your letterhead, 60 seconds
Set up your branding once — logo, signature, compliance language. Then issue any letter — pre-approval, conditional approval, final approval, or verification of funds — in under a minute. Branded PDFs land in your realtor's deal in real time. No copy-paste, no Word template, no compliance worry.
The AI advantage
Your AI sales coach,
on every deal
Click Coach me on any deal. DealSync reads your notes, classifies the lead's engagement, and drafts the exact message to send — copy, paste, send. Stop wondering what to say. Start closing.
Borrower portal
Stop answering "any update?"
your borrower self-serves
One click generates a beautiful status page for the borrower. Send the link by text or email. They watch their loan progress in real time — appraisal at value, conditional approval, clear to close, funded. The LO and Realtor each get back hours every week.
Every conversation,
captured by AI
You had a 20-minute call with a buyer about VA eligibility, DTI concerns, and a July timeline. Instead of that conversation living in your head, paste the transcript from your note-taking app — a voice memo, Plaud, Otter, Fireflies, or your own notes into DealSync. AI extracts the borrower's info, action items, concerns, and timeline into a fresh deal card in 10 seconds.
When that buyer calls back in 8 weeks, both you and your Realtor partner see exactly what was discussed and what the next steps are. No memory gaps. No starting over.
The daily loop
Why LOs open DealSync
every single day
DealSync isn't another login that gets ignored. It pushes the right things to you at the right time — so opening the app actually moves your pipeline forward.
Daily follow-up digest
Coffee in hand, you scan a single email: every overdue follow-up + every lead due today. No more sticky notes, no more spreadsheet hunts.
Coach me
Click on any deal that's stuck. AI reads your notes, classifies the engagement, and drafts the message. Copy, paste, send. 30 seconds vs 10 minutes.
Monday briefing email
Your week ahead: 3 deals with AI-drafted next moves, plus the pipeline summary. Hit the ground running Monday morning.
Your LO partner's tool.
Free, forever, for you.
When your LO partner invites you to DealSync, you get a real-time view into every deal you've referred them. No more "any update?" texts. No more wondering where things stand. And one feature that turns you into the most-organized agent your buyer's ever worked with: send your buyer a live status link.
Why DealSync
Not a CRM replacement.
The layer between them.
Your LO has a CRM. Your Realtor has a CRM. What's missing is the shared space between them — from first referral to closing day.
Bulk lead import
Migrating from a spreadsheet? Paste your existing leads, AI parses the columns and imports them in one shot. 80 leads in 5 minutes.
Role-based views
LOs see loan milestones. Realtors see property milestones. Both see what they need. Private notes stay private.
Stalled-deal detection
When a deal hasn't moved in a week, it surfaces on your Needs Attention list automatically — so nothing quietly goes cold.
Pricing
Less than the cost of
one lost referral
LOs pay. Realtors are always free.
For Real Estate Agents invited by their LO partners.
For independent originators who want to convert more referrals into closings.
Same Solo LO plan, billed yearly. Save $89 vs paying monthly.
Need 5+ seats? Contact us for Branch pricing
FAQ
Questions LOs always ask
Will this replace my CRM?
▾No. DealSync is the layer between your CRM and your Realtor partner's CRM — the place where the LO–Realtor collaboration actually happens. Keep your existing tools. DealSync makes them work together.
What if my Realtor partner doesn't sign up?
▾How long does setup take?
▾What about my borrower's privacy?
▾Does the AI cost extra?
▾Can I cancel anytime?
▾Stop losing referrals.
Start closing them.
30 days free. Unlimited deals and partner Realtors during your trial. No credit card required to start.
Built by a 25-year loan officer in Honolulu · Used daily on real deals · Free for Realtors, always