Your first deal, start to finish

By the end you will have followed one property from search to renovation project. It takes about 30 minutes.

Your account may come with sample data: a sample property, deal, project, tasks and prospects. Open Deal Pipeline to look at the sample deal first and see what a tracked deal looks like. To keep your own data separate, this tutorial has you create a new deal. See Sample data.

1. Search for a property

Deal Search is where you look for on-market properties.

Open Deal Search

In the sidebar, select Deal Search. It opens on the Search Properties tab.

Search a city

Enter a city or address in the box labeled “Enter city or address”, choose a match from the suggestions, and select Search.

Pick a property

Look through the results table or the map, and select a property’s photo or address to open its detail view.

What you should see: a map with a marker for each match, and a Deal Search Results table listing the same properties.

For every filter and result column, see Search for properties.

2. Save it as a prospect

A prospect is a property you want to look at more closely. Saving one keeps it in a list while you decide.

Add the property

Select Add in the results table, or Add to Prospects in the property’s detail view.

Find it in My Prospects

The page switches to the My Prospects tab, where the property now appears.

What you should see: a “Property added to prospects!” confirmation, and the button changes to Added.

Already know the address? Select + add manually, next to the tabs, to enter it directly.

3. Run the numbers

Deal Analyzer turns what you know about the property into a profit or cash flow breakdown and a Deal Score.

Open the analyzer from the prospect

On the property’s card in My Prospects, select Analyze Deal. Deal Analyzer opens with the address filled in.

Choose a strategy

Under Select Your Investment Strategy, choose Fix & Flip, BRRRR, Buy & Hold, Short Term Rental, or Wholesale.

Enter your numbers

Fill in the required fields, marked with a red asterisk, and as many recommended fields as you can. For Fix & Flip, the required field is After Repair Value (ARV). Select Check Comps to look at recent sales nearby, and Use as ARV to copy a comparable’s value into the form.

Analyze

Select Analyze My Deal.

What you should see: the results column shows a Deal Score from 0.0 to 10.0 with a badge such as Good Deal, followed by a breakdown for your strategy. If recommended fields are missing, you see Score withheld instead. Add them and select Re-Analyze Deal.

The score is a way to compare deals, not a verdict. See Deal Score for how to read it.

For every field by strategy, see Run the numbers.

4. Save it to your pipeline

Save

Select Save to Pipeline, near the top of the Deal Analyzer page.

Open the board

Re:InvestorHub takes you to Deal Pipeline on its own.

What you should see: a “Deal saved to pipeline!” confirmation, and the property as a card in the Analyzing column of the Acquisition Phase tab.

See Create a deal for more.

5. Move it to Closed

Deals move by dragging their cards. Do this when you have actually closed on the property.

Drag the card

On the Acquisition Phase tab, drag the card from Analyzing to Make An Offer, then Under Contract, then Closed.

What you should see: a Deal updated successfully confirmation each time, and the count badges on the columns update.

Only a Closed deal can start a renovation. Drag a deal to Closed only when it reflects what really happened, so your pipeline numbers stay accurate. If you drag it by mistake, drag it back.

See Move a deal through stages.

6. Start the rehab project

Start rehab

On the closed deal’s card, which reads Closed. Ready to renovate?, select Start rehab. The board switches to the Rehab Phase tab with the card in Planning. Re:InvestorHub creates a renovation project for the deal at the same time.

Open the project

In the sidebar, select Projects, and find the new project.

What you should see: a “Deal moved to rehab planning!” confirmation, and a project named after the property’s address, ending in “Renovation”, with a Planning status badge.

Once the project exists, the card offers Open project, which takes you straight to it.

See Turn a deal into a project.

What you did

• Searched for a property and saved it as a prospect.
• Ran the numbers and read the Deal Score.
• Saved the deal to your pipeline and moved it to Closed.
• Started rehab, which created a renovation project.

Where to go next

Phases and tasksPlan the work on your new project.Budget and change ordersSet a budget and log what you pay.Work with the AI coachesAsk Annie, Lenny or Sid about your deal.Sample dataAn Admin can clear the sample workspace when you are ready.