Zonely Support

🚀 What is a Deal Room?

A Deal Room is your complete command center for managing real estate transactions. Think of it as a digital war room where every detail of a property deal lives—from financials and timelines to team collaboration and documents.

Available on iOS (iPhone & iPad) and macOS (native desktop app), Deal Rooms keep your entire team synchronized in real-time with bank-level security.

🎯 Getting Started

Prerequisites

• iOS: iPhone or iPad running iOS 16.0 or later
• macOS: Mac running macOS 13.0 (Ventura) or later
• Subscription: Premium or Pro plan required
• Account: Active Zonely account with verified email

Installation

iOS App:

1. Open the App Store on your iPhone or iPad
2. Search for "Zonely"
3. Tap "Get" → Install (Use Face ID/Touch ID if prompted)
4. Open the app and sign in with your Zonely credentials

macOS App:

1. Download Zonely from the Mac App Store
2. Drag Zonely.app to your Applications folder
3. Open Zonely from Applications or Launchpad
4. Sign in with the same credentials as your iOS app
5. Grant permissions when prompted (Notifications, Files access)

🏠 Creating a Deal Room

From a Property (iOS)

1. Browse or search for a property in the Zonely app
2. Tap on the property to view details
3. Scroll down to the "Create Deal Room" button
4. Tap the button → Deal Room is created instantly
5. The Deal Room opens automatically with the property pre-loaded

From Scratch (macOS)

1. Open Zonely on your Mac
2. Click the "+" button in the sidebar (or press ⌘+N)
3. Select "New Deal Room"
4. Choose: "From Property" (search properties) or "Manual Entry" (enter address)
5. Confirm and the Deal Room opens in the main workspace

👥 Team Management

11 Team Roles

Deal Rooms support sophisticated role-based permissions:

• Owner – Full control (can delete Deal Room, remove members, change roles)
• Co-Investor – Financial partner (view financials, add notes, upload documents)
• Agent – Real estate agent (manage timeline, documents, team communication)
• Lender – Mortgage lender (view financials, upload loan docs, add notes)
• Inspector – Property inspector (upload inspection reports, add notes, create tasks)
• Contractor – Renovation specialist (view timeline, upload estimates, create tasks)
• Attorney – Legal counsel (view all tabs, upload legal docs, manage timeline)
• Title Officer – Title company (upload title docs, manage closing timeline)
• Property Manager – Manager (post-close access, view financials, upload maintenance docs)
• Viewer – Read-only access (view all tabs but cannot edit or add)
• Guest – Limited access (view Overview and Documents only)

Inviting Team Members (iOS)

1. Open the Deal Room
2. Tap the "Team" tab at the bottom
3. Tap the "+" button in the top-right
4. Enter: Email address, Select role, Optional personal message
5. Tap "Send Invitation"
6. They receive an email with a secure link to join

Permissions Overview:

Permission	Owner	Agent	Lender	Viewer
Edit Financials	✅	✅	✅	❌
Upload Documents	✅	✅	✅	❌
Invite Members	✅	✅	❌	❌
Delete Deal Room	✅	❌	❌	❌

💰 Financials Tab - The Killer Feature

The Financials tab is Deal Rooms' most powerful feature—a complete investment analysis calculator that rivals standalone real estate software.

Key Metrics Calculated

• Cash Flow: Monthly/annual net income after all expenses
• ROI: Return on investment percentage
• Cap Rate: Capitalization rate for the property
• Cash-on-Cash Return: Annual return on actual cash invested
• 30-Year Projection: Visual chart showing equity buildup and cash flow over time
• Deal Health Score: AI-powered rating (0-100) of deal quality

Input Fields

Purchase Details:

• Purchase Price (pre-filled from property data)
• Down Payment % (slider: 0% - 50%)
• Interest Rate (current market rate suggested)
• Loan Term (15, 20, or 30 years)
• Closing Costs (% of purchase price)

Income & Expenses:

• Monthly Rent (estimated or actual)
• Vacancy Rate (%)
• Property Taxes (annual)
• Insurance (annual)
• HOA Fees (monthly)
• Maintenance (% of rent)
• Property Management (% of rent)

📅 Timeline Tab

The Timeline tab tracks all milestones from offer to close (and beyond for property management).

9 Standard Deal Stages

1. Lead – Initial interest, property identified
2. Offer Submitted – Formal offer made
3. Under Contract – Offer accepted, earnest money deposited
4. Inspection – Property inspection period
5. Appraisal – Lender appraisal ordered
6. Financing – Loan processing and underwriting
7. Final Walkthrough – Pre-close property inspection
8. Closing – Final signing and fund transfer
9. Closed – Deal complete, ownership transferred

iOS List View

On iPhone and iPad, Timeline displays as a vertical list of milestones with:

• Status Badges: Upcoming (gray), In Progress (blue), Completed (green)
• Due Dates: Countdown timers for upcoming milestones
• Assigned Team: Who's responsible for each task
• Dependencies: Visual indicators showing prerequisite milestones

macOS Gantt Chart

On Mac, Timeline transforms into an interactive Gantt chart:

• Horizontal bars showing milestone duration and dependencies
• Drag bars to adjust dates (entire timeline auto-adjusts)
• Zoom in/out to view days, weeks, or months
• Critical path highlighting (milestones that can't be delayed)
• Hover tooltips showing detailed info

📄 Documents Tab

Upload, organize, and share deal-related documents with your team.

Uploading Documents (iOS)

1. Open Deal Room → Documents tab
2. Tap the "+ Upload" button
3. Choose source:
   • Camera: Take a photo of a physical document
   • Photo Library: Upload existing photos/PDFs
   • Files: Browse iCloud Drive, Dropbox, Google Drive
   • Scan Document: Use iOS document scanner for multi-page PDFs
4. Select file(s) → Add title and category → Tap "Upload"

Document Categories

• Contracts: Purchase agreements, addendums
• Inspections: Home inspection reports, pest reports
• Financials: Loan docs, pre-approval letters, bank statements
• Legal: Title reports, deed, HOA docs
• Insurance: Homeowners insurance, title insurance
• Miscellaneous: Everything else

macOS Features

• Drag & Drop: Drag files from Finder directly into Documents tab
• QuickLook: Press Space to preview PDFs, images, videos without opening
• Batch Upload: Select multiple files at once
• Version History: See who uploaded what and when

📝 Notes Tab

Capture ideas, meeting minutes, and important observations.

Creating Notes (iOS)

1. Open Deal Room → Notes tab
2. Tap the "+" button (bottom-right)
3. Choose category:
   • General
   • Meeting Notes
   • Inspection Findings
   • Financial Calculations
   • Personal Thoughts
4. Write your note (formatting toolbar: Bold, Italic, Lists)
5. Toggle "Pin to Top" to keep important notes at the top
6. Tap "Save Note"

Note Features

• Rich Text: Bold, italic, underline, bullet lists, numbered lists
• @ Mentions: Tag team members (they get notified)
• Pinned Notes: Keep critical info at the top
• Search: Full-text search across all notes
• Filters: View by category or team member

✅ Tasks Tab

Create, assign, and track action items for your deal.

Creating Tasks (iOS)

1. Open Deal Room → Tasks tab
2. Tap the "+" button
3. Fill in:
   • Title: "Schedule home inspection"
   • Description: Optional details
   • Assign To: Choose team member
   • Due Date: Deadline
   • Priority: Low, Medium, High, Urgent
4. Tap "Create Task"

Task Statuses

• To Do: Not started
• In Progress: Being worked on
• Blocked: Waiting on something
• Done: Completed

Priority Levels

• 🔴 Urgent: Must be done today (red)
• 🟠 High: Due within 3 days (orange)
• 🟡 Medium: Due this week (yellow)
• 🟢 Low: No rush (green)

🖥️ macOS Exclusive Features

3-Panel Layout

The macOS app uses a sophisticated three-panel design:

• Left Panel (Deal List): All your Deal Rooms, searchable and sortable
• Center Panel (Main Content): Selected Deal Room with all tabs
• Right Panel (Inspector): Quick reference showing:
  • Property details (address, price, photos)
  • Active team members
  • Quick actions (share, export, print)
  • Recent activity feed

Keyboard Shortcuts

Shortcut	Action
⌘+N	New Deal Room
⌘+1	Overview Tab
⌘+2	Financials Tab
⌘+3	Timeline Tab
⌘+F	Search All Deal Rooms
⌘+Shift+N	New Window

Multi-Window Support

Open multiple Deal Rooms in separate windows for side-by-side comparison. Perfect for:

• Comparing financials across multiple properties
• Monitoring multiple deals simultaneously
• Using one window for reference while working in another

To open in new window: Right-click any Deal Room → "Open in New Window"

🛠️ Troubleshooting & FAQ

🎓 Master Deal Rooms Today

You now have everything you need to become a Deal Room power user. Start managing your first deal like a pro!

Get Started with Zonely