From fix-and-flips to multi-million dollar syndications, discover exactly how Deal Room transforms every type of real estate transaction. Complete with workflows, ROI calculations, and real-world examples.
You've found a distressed 3-bed/2-bath property listed at $185,000 that needs $45,000 in renovations. ARV (After Repair Value) is estimated at $295,000. You're partnering with a contractor, bringing in a silent money partner for 50% equity, and need to coordinate with your agent, lender, and inspector.
Set up your Deal Room and invite your money partner (read-only access to financials), contractor (full access to rehab timeline and budget), agent, and lender. Each person sees exactly what they need - nothing more, nothing less.
Drop the 47-page inspection report in Documents tab. Tag critical issues with @contractor so he can immediately start pricing repairs. Upload before/during/after photos in a shared gallery everyone can access.
In Financials tab, break down the $45K budget: Roof ($8,500), Kitchen ($12,000), Bathrooms ($9,000), Flooring ($6,500), Paint ($3,000), HVAC ($6,000). Contractor adds line items in real-time, money partner sees updates instantly.
Use Timeline tab to map out 90-day renovation: Week 1-2 (Demo), Week 3-5 (Plumbing/Electrical), Week 6-8 (Drywall/Paint), Week 9-11 (Flooring/Cabinets), Week 12-13 (Final touches). Set automatic reminders for milestone inspections.
Contractor uploads daily progress photos. Notes tab becomes your communication hub - "Discovered termite damage in laundry room, need extra $2,800" gets immediately flagged for money partner approval.
Financials tab shows real-time budget variance. You're $1,200 under on paint but $3,400 over on plumbing. Overall still within 3% of budget. Money partner can check this 24/7 without texting you.
Agent uploads staging photos, suggested list price ($289,000), and comparable sales. Marketing tab tracks showings, offers, and feedback. Everything documented for your records.
You're buying a $145,000 duplex with $30,000 in renovations. Plan to rent both units at $1,100/month each, then refinance at 75% LTV based on $235,000 ARV. This will pull out ~$176K, recovering your initial investment and leaving you with a cash-flowing asset.
Document purchase price, closing costs ($4,200), hard money loan terms (12% interest, 2 points). Upload purchase agreement, title docs, and insurance. Your lender has real-time access to all documentation they need.
60-day renovation: Unit A ($16K) and Unit B ($14K). Contractor uploads progress weekly. Property manager joins Deal Room to see units before they're ready, starts pre-leasing.
Property manager uploads lease agreements, tenant applications, and rent collection schedule. Financials tab shows: Gross Income: $2,200/month, Expenses: $780/month (mortgage, taxes, insurance, maintenance reserve). Net Cash Flow: $1,420/month.
After 6 months of rental history, refinance lender joins Deal Room. They can access: original purchase docs, rehab receipts (proving $30K value-add), 6 months of rent rolls, current appraisal ($235K), and all property expenses. No scrambling for paperwork.
Clone this Deal Room as a template for your next BRRRR. All your systems, checklists, and workflows are preserved. Your contractor, property manager, and lender are already in the loop for deal #2.
You're syndicating a $4.2M 48-unit multifamily property. You're raising $1.3M from 62 passive investors (average check: $21K). You need to provide quarterly updates, track capital calls, manage distributions, and keep everyone informed without drowning in emails.
Create Deal Room with custom permissions: General Partners (full access), Limited Partners (read-only access to specific tabs). Upload PPM (Private Placement Memorandum), subscription agreements, and investor presentations.
Financials tab shows: Total Raise Goal: $1,300,000 | Committed: $1,187,000 | Funded: $1,034,000 | Remaining: $266,000. Each investor can see their own commitment status but not other investors' amounts (privacy settings).
Purchase agreement, inspection reports (186 pages), environmental study, rent rolls, trailing 12-month P&L, lender term sheet, and appraisal - all organized in Documents tab. Investors can review any document 24/7.
Every 90 days, upload: occupancy report (current: 94%), rent collection rate (98.2%), capital improvements completed ($47K roof replacement), upcoming projects (parking lot reseal - $18K), and quarterly financials. Post in Updates tab, all investors get notified automatically.
Financials tab tracks distributions: Q1: $0 (stabilization period), Q2: $23,400 (6% annualized), Q3: $26,100 (8% annualized), Q4: $29,250 (9% annualized). Each investor sees their pro-rata share automatically calculated.
Instead of 62 separate email threads, use Q&A tab. "When will we refinance?" gets answered once, visible to all investors. Cuts redundant communication by 90%.
Year 5: Property sells for $5.8M. Upload sale agreement, closing statement, and distribution waterfall calculations. Each investor sees: Initial Investment: $21,000 | Total Distributions Received: $9,240 | Sale Proceeds: $31,500 | Total Return: $40,740 (94% total return over 5 years).
You've locked up a property at $127,000 with $15K in non-refundable earnest money. ARV is $215,000, needs $38K in work. You have 30 days to assign the contract to an end buyer for a $18,000 assignment fee. Time is money.
Upload: contract (redacted purchase price shows only assignment rights), inspection report, 20+ property photos, scope of work estimate, comps showing $215K ARV, neighborhood crime stats, school ratings, and days-on-market analysis.
Send Deal Room link to your 147 investor contacts. They see everything except your acquisition cost (that's in a hidden tab only you can see). Interested buyers can review the deal 24/7 without emailing you for every document.
Analytics tab shows: 47 people viewed the deal, 12 downloaded inspection report, 8 requested showing access, 3 submitted LOIs (Letters of Intent). You can see exactly who's serious based on their activity.
Best buyer offers $145K (your $127K + $18K assignment fee). Upload their assignment agreement to Deal Room. Now their lender, inspector, and contractor can access the same due diligence package you created.
Title company joins Deal Room, pulls all documents needed for closing. Buyer's lender gets instant access to inspection and appraisal you already ordered. Saves 5-7 days in closing timeline vs. traditional email back-and-forth.
Deal closes. Your $18K assignment fee wires same day. Upload final closing statement to Deal Room for your records. Clone this Deal Room as template for next wholesale deal.
You're acquiring a 127-unit Class B apartment complex for $8.9M. You have 60 days of due diligence with a team of: broker, lender, property inspector, environmental engineer, attorney, insurance agent, property manager, and 2 equity partners. That's 10+ people who need coordinated access to 400+ pages of documentation.
Create folder structure: Financials (3 years P&Ls, rent rolls, T-12), Legal (tenant leases, all 127 of them), Property (inspection reports, capital needs assessment, roof certification), Environmental (Phase I ESA), and Insurance (loss runs, current policy).
Each team member gets custom permissions: Lender (full access to financials, limited on other tabs), Inspector (full property access), Attorney (full legal access), Partners (everything). Environmental consultant doesn't see financial details they don't need.
Due Diligence tab tracks 87 items: ✅ Rent Roll Audit (complete), ✅ Phase I ESA (complete), ⏳ Roof Inspection (in progress), ⏳ HVAC Assessment (waiting on vendor), ❌ Survey (ordered, ETA 5 days), ❌ Lender Appraisal (scheduled for Day 38).
Inspector finds $127K in deferred maintenance (HVAC systems aging out). Upload report to Deal Room, tag your attorney to draft amendment requesting $85K seller credit. Seller sees professional documentation, negotiates to $72K credit. Upload amendment for lender review.
Lender has had real-time access to all DD results as they come in. Instead of last-minute scramble for documents, they've been reviewing everything in parallel. Loan commitment letter issued Day 52 (vs. typical Day 57-60).
Title company downloads all documents from Deal Room for closing binder. Property manager is already reviewing units, vendors, and systems - can hit the ground running Day 1 post-closing instead of scrambling.
Convert Deal Room to "Asset Management Room." All historical acquisition documents stay accessible. Property manager uses it for ongoing operations, capital planning, and annual budget reviews.
You're buying a 12,500 SF retail strip center with 6 tenants for $2.1M. Anchor tenant (grocery store) pays $18/SF on 5,000 SF. You need to review all lease abstracts, CAM reconciliations, tenant sales reports, and coordinate with a commercial broker, SBA lender, and CPA.
Key Benefits:
You're building a 24-unit townhome development on 3.2 acres. Total project cost: $6.8M (land: $890K, construction: $4.9M, soft costs: $1.01M). 18-month timeline from permits to final unit sale. You're coordinating with: architect, general contractor, city planners, construction lender, equity investors (4), real estate attorney, civil engineer, and sales agent.
Development Phases in Deal Room:
Perfect For: Investors with 10-100+ rental properties who need to track: occupancy rates, maintenance requests, capital improvements, insurance renewals, property tax appeals, refinance opportunities, and disposition candidates.
How It Works: Create a Deal Room for each property. Use Portfolio Dashboard (macOS) to see all properties at once: 18-unit building in Denver (92% occupied, $4,200/mo cash flow ✅), 4-plex in Austin (100% occupied, $1,800/mo cash flow ✅), SFR in Phoenix (vacant, -$1,200/mo carry cost ❌ - flag for sale).
The Challenge: You and your business partner are splitting a $340K rental property 50/50. You're managing the deal, they're providing most of the capital. How do you maintain trust and transparency?
Deal Room Solution: Both partners have full access. Every expense is documented with receipts. All decisions are logged in Notes tab. When it's time to refinance or sell, complete financial history is already organized. No "he said, she said" - just facts.
The Scenario: Selling a $780K rental property with $340K in capital gains. Must identify replacement property within 45 days, close within 180 days. Working with qualified intermediary, CPA, and multiple listing agents.
Critical Timeline Tracking:
Perfect For: Major renovations requiring permits, architectural drawings, structural engineers, licensed contractors, and multiple city inspections. Track every detail from permit application to final inspection sign-off.
Use Case: Track note acquisitions, payment history, borrower communications, workout negotiations, and foreclosure processes. Perfect for managing portfolios of 10-500 notes.
Speed is Critical: When buying at auction, you have hours (not days) to analyze title, liens, condition, and ARV. Deal Room lets you pre-organize all research so you can bid confidently and close fast post-auction.
Complex Entitlements: Track zoning changes, environmental impact studies, wetland delineation, utility extensions, subdivision plat approvals, and lot sales. Coordinate with surveyors, civil engineers, land planners, and city officials.
Extra Complexity: Currency exchange, foreign taxes, international wire transfers, notary requirements, apostilled documents, and language barriers. Deal Room keeps all parties (US and foreign) on same page regardless of time zone.
Unique Challenges: Lease by bedroom (not unit), parent guarantors, 9-month vs 12-month leases, annual turnover, furniture packages. Track all 24 bedrooms across 8 units with individual lease terms and guarantor contact info.
Data-Heavy Asset: 200+ units at various sizes (5x5, 10x10, 10x20). Track: occupancy by unit type, rental rates, delinquency, auction schedule for non-paying tenants, and climate-controlled vs. non-climate revenue mix.
Park-Owned vs Tenant-Owned: Track which homes you own (rent entire unit) vs. lot rent only (tenant owns home). Manage water/sewer billing, park-owned infrastructure, home sales to incoming tenants, and community rules enforcement.
Pre-Purchase Analysis: Research STR regulations (legal?), permit requirements, HOA restrictions, competitor analysis (12 Airbnbs within 0.5 miles), and revenue projections. Track furniture/supplies budget ($18K), professional photos, and listing optimization.
Passive Income Focus: Buying NNN properties (Walgreens, Dollar General, etc.) where tenant pays all expenses. Track corporate tenant financials, lease guarantees, rent bumps (2% annual), renewal options (4×5-year options), and sale cap rate comparables.
Stop juggling emails, spreadsheets, and text messages. Get Deal Room and bring order to the chaos.
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