A client file for every deal
Open a workspace per client or per property. Keep the property details, notes, contacts and intake documents in one place instead of scattered across email and text threads.
For investors and the consultants who help them
Real estate investor consultant software for the people who turn opportunities into finished projects
DealReview.app is built for real estate investors and the consultants, advisors and project partners who help them turn opportunities into finished projects. Every client deal gets one workspace for the intake notes, collected documents, contacts, task checklist and branded report — so nothing lives in a spreadsheet, a text thread or somebody's memory.
What the workspace covers
Document collection log
Track what the investor has already sent you, what is still missing, and who owes it — so nothing falls through the cracks before the deal moves forward.
Branded client reports
Hand the client a polished, branded property report or deal summary with your own company name, logo, contact block and accent color.
Notes and contacts
Log every call, site visit and lender conversation. Keep the borrower, property contacts, vendors and your internal notes on the same file.
Task checklists
Run a repeatable checklist for each client: intake, document requests, lender packages, follow-ups, and handoff milestones.
Analysis to handoff
Start with the same property lookup, comps, returns and financing scenarios the investor uses. When the deal is ready, hand it off with full context attached.
Plans
Lite
For analyzing deals you're considering — or deciding what to do with a property you already own.
$29/month
Starter
For solo investors taking deals from first analysis through active rehab.
$59/month
Pro
For investors running rehabs with a small team.
$129/month
Portfolio
For operators managing rehabs at scale with staff and vendors.
$299/month
Common questions
What is real estate investor consultant software?
It is software that gives a consultant, deal advisor or project partner a single workspace for each client deal. You collect property information, documents, notes, contacts and tasks, and produce a branded package the client or lender can use to move the deal forward.
Who is DealReview.app for?
Real estate investors who run their own rehabs, plus the consultants, deal advisors, capital partners and project partners who help them turn opportunities into finished projects. A commercial loan broker, coach, or project consultant can use the same workspace to keep a client file organized.
Can I use it even if I do not manage the rehab to the end?
Yes. Many consultants use the workspace as a client deal file: collect information, log it cleanly, and hand the client or lender a complete package. You do not need to manage the construction schedule to get value from it.
Can I put my own branding on the client report?
Yes. Custom Branding puts your company name, logo, contact block and accent color on the workspace, shared project links and client reports. It is included free on Portfolio and available as a $19/month add-on on Lite, Starter and Pro ($171/year).
Does it work for multiple client files?
Yes. Every property or client deal gets its own workspace. Lite is capped at 25 saved properties; Starter, Pro, and Portfolio include unlimited saved properties and projects so you can run as many files as you need.
Can I try it before paying?
Yes. Every plan starts with a 7-day free trial. Switching from another platform? Code SWITCH50 takes 50% off your first 3 months.