Learn how to manage your deals in Invelo
Getting Started with Deals
Deals Overview
Invelo's Deals Stage is where investors manage and track properties that are in the final stages of acquisition. This stage helps streamline the process of closing deals by organizing contract details, tracking negotiations, and ensuring all necessary steps are completed. With a clear overview of deal progress, investors can stay on top of key milestones, manage documents, and finalize transactions efficiently. By effectively managing deals within Invelo, investors can close more transactions with confidence and maintain a structured, repeatable process for future acquisitions.
Deals Tutorial Video
Coming soon!
Why Deal Management is Important
Deal management is essential in Invelo because it ensures a smooth and organized closing process, reducing risks and maximizing efficiency.
- Keeps transactions on track: Organizes deal stages, tasks, and deadlines to prevent delays and missed opportunities.
- Reduces errors and risks: Centralizes all deal-related documents, contracts, and communications to avoid mismanagement.
- Optimizes future deal flow: By analyzing past deals, investors can refine their strategies and improve their overall acquisition process.
With effective deal management in Invelo, investors can close transactions faster, reduce stress, and scale their real estate business more efficiently.
How to Access Deals
- Log into your Invelo account.
- Navigate to Deals on the left-hand menu.
Using Deals
- Move property records to the Deals stage: Transition properties from the Leads Stage to Deals once an offer is accepted to ensure smooth tracking.
- Manage contracts and documents: Store and organize agreements, purchase contracts, and other essential paperwork in one place.
- Set reminders and deadlines using Tasks: Stay on top of important dates such as inspection periods, financing deadlines, and closing dates by using Tasks. Y
- Analyze Deal Performance: Review completed deals to identify trends and refine investment strategies for future success.
- Leverage workflows: Use Invelo’s workflows to automate processes to track key milestones, send reminders, and streamline follow-ups.
Next Steps
Now that you have a clear understanding of how to manage your real estate pipeline in Invelo, it's time to take action! Start organizing your prospects, engaging with leads, and closing more deals efficiently. Log into your Invelo account now and put these best practices to work—or sign up today to streamline your investment process!