01
Set the client's strategy
Every client starts with a strategy session. Budget, timeline, investment thesis, target suburbs, property criteria, offer parameters, and risk profile, all captured in one place. The strategy becomes the north star for every brief, every offer, and every decision that follows. The system filters and scores every property against it, so what your client sees is what fits their plan.
Product screenshot
The strategy compounds. Every closed deal teaches the system what worked, and refines the thesis for next time.
02
Research the deal
Paste any Australian listing URL or enter the deal manually. DealBrief pulls the property data, finds comparable sales within your radius, surfaces the suburb intelligence, and reads the vendor for motivation signals. The kind of research that used to take an afternoon.
Product screenshot
Live licensed market data. REA, Domain, and direct entry supported.
03
Build the brief
The brief writes itself in your agency's branding. Comparable sales with price-per-sqm, days on market, vendor and agent details. Suburb trends, demand signals, and competing properties. Investment numbers your client can read without a calculator. All in one document you can send straight to them, scored against the client's strategy so they only see what fits.
Product screenshot
White-label to your agency. Export to PDF or share via portal.
04
Set the offer strategy
DealBrief recommends an offer range grounded in the comps, flags overpriced and underpriced signals, and gives you negotiation talking points. As you close more deals, the system learns what worked, what didn't, and refines the strategy for next time. No other tool does this.
Product screenshot
Offer intelligence learns from your real deal outcomes.
05
Share with your client
One link, no signup required from your client. They see the brief, the comps, the photos, the strategy you've chosen to share. They can comment, you can respond. Confidential items like vendor intel and your walk-away price stay private. They feel kept in the loop, you stay in control.
Product screenshot
Read-only portal, capability-token security, no account needed.
06
Coordinate the settlement
Cooling-off, finance, building and pest, deposit, settlement. Every condition and deadline tracked in one place. Identity verification is being built in for the 1 July Tranche 2 changes. Conveyancer handoff in a click. The deal closes cleanly, your client knows what's happening at every step.
Product screenshot
Settlement coordination is coming. Identity verification is coming for Tranche 2.
Every deal feeds back into the client's strategy. The system learns which thesis paid off, which suburbs delivered, which offer approaches won. DealBrief gets sharper with every brief.