Dashboard
Your business at a glance.
See annual goal progress, closed and pending GCI, projected production, active clients, and transactions from one focused dashboard.
Built for REALTORS®
Manage every transaction from contract to closing.
DealTrackr keeps your pipeline, transaction dates, reminders, contacts, notes, goals, and follow-ups together in one streamlined app—without complicated systems or clutter.
App Preview
See DealTrackr in action
Explore the dashboard, pipeline, transactions, deadlines, goals, clients, business contacts, settings, and calendar through real app screens with privacy-safe demonstration data.
Pipeline
Keep every opportunity moving.
Organize buyers, sellers, dual clients, future opportunities, and nurture contacts with clear stages and lead sources.
Transactions
Know what needs attention.
Review active deals, closing timelines, transaction values, contract status, overdue items, and upcoming milestones.
Transaction Details
Every key detail in one place.
View the parties, price, financing, source, closing date, linked pipeline record, timeline, and financial summary for each deal.
Financials & Documents
Keep the numbers and paperwork together.
Track commissions, fees, estimated earnings, documents, contacts, phone numbers, and transaction notes in one organized workspace.
Calendar
Plan your entire day.
See consultations, showings, listing appointments, deadlines, follow-ups, internal tasks, and contract reviews in chronological order.
Goals
Measure progress with clarity.
Track sales volume, GCI, total sides, award thresholds, units sold, pace, and remaining production targets.
Clients
Your relationships stay organized.
Search and filter active clients, past clients, buyers, sellers, and referral relationships from one clean database.
Business Directory
Your professional network, ready when you need it.
Organize lenders, attorneys, paralegals, inspectors, title contacts, contractors, photographers, and other trusted business partners.
Agent Settings
Built around your business.
Set financial defaults, annual goals, review links, reminders, calendar exports, brokerage branding, and data preferences.
Deadlines
Never lose track of a critical date.
Review overdue and upcoming earnest money, appraisal, mortgage, inspection, closing, and follow-up events in one place.
DealTrackr
For Agents
Your Business at a Glance
A simpler way to stay on top of every deal.
Whether you are managing one transaction or an entire pipeline, DealTrackr gives you a focused workspace for the information that matters most.
Buyer transactionsSeller transactionsCustom deadlinesRecurring follow-upsProduction goalsClient contacts
CSV Import Templates
Move your existing data into DealTrackr faster
Download the correct template, enter your information without changing the column headings, save it as a CSV file, and import it inside DealTrackr.
Clients Template
For households, individual contacts, phone numbers, emails, tags, birthdays, lead sources, and client anniversaries.
Download Clients CSVPipeline Template
For prospects, buyer and seller opportunities, stages, estimated values, expected closings, next actions, and lead sources.
Download Pipeline CSVTransactions Template
For addresses, clients, sides, transaction status, financing, dates, commissions, fees, splits, lead sources, and notes.
Download Transactions CSVBusiness Contacts Template
For co-op agents, attorneys, lenders, title and closing contacts, inspectors, appraisers, contractors, photographers, stagers, insurance providers, and other vendors.
Download Business Contacts CSVHow to complete and import a template
1. DownloadChoose the template that matches the information you want to import.
2. Fill it outKeep the first row and column names exactly as provided. Add one record per row and leave unused cells blank.
3. Import in DealTrackrOpen Agent Settings, choose Import / Export Data, select the matching import type, and choose your completed CSV file.
DatesUse
yyyy-MM-dd, such as 2026-02-28.MoneyEnter plain numbers only—no dollar signs or commas. Example:
250000.PercentagesEnter a whole number. Use
3 for 3%.Multiple tagsSeparate tags with a semicolon or comma. Example:
Buyer; Past Client.Referral Is %Enter
Yes or No.Blank cellsBlank cells are allowed and will be left unused.
Side and transaction status values
Side: Buyer · Seller · Dual · Rental · Referral
Transaction Status: Draft · Active · Under Contract · Clear to Close · Closed · Cancelled · Lost
Pipeline stage values
New Lead · Attempting Contact · Consultation Scheduled · Active Buyer · Listing Appointment · Listing Preparation · Active Listing · Offer Submitted · Under Contract · Clear to Close · Closed · Future Client · Long-Term Nurture · Lost / Cancelled
Financing values
Cash · Conventional · FHA · VA · USDA · Commercial · Seller Financing · Other
Lead source values
Sphere / SOI · Past Client · Client Referral · Agent Referral · Zillow · HomeStory · Website · Reviews · Social Media · Open House · Duty Desk · Relocation · Other
Client tags and status values
Client Tags: Buyer · Seller · Past Client · Investor · Landlord · Tenant · Referral
Client Status: Active · Past Client
Business contact category values
Co-op Agent · Attorney · Paralegal · Admin · Lender · Title / Closing · Inspector · Appraiser · Contractor · Photographer · Stager · Insurance · Home Warranty · Other
Core Features
Everything agents need to keep deals moving
Transaction Management
Track buyer and seller transactions, key dates, notes, contacts, and progress in one place.
Calendar & Deadlines
Manage contract milestones, closing dates, custom deadlines, and recurring reminders.
Pipeline
See active opportunities and transaction stages so nothing disappears into scattered notes.
Client & Vendor Contacts
Store client, attorney, lender, inspector, contractor, and vendor information with the deal.
Production Goals
Track progress toward volume, units, and income goals with a clear production overview.
Personalized Themes
Choose preset themes or customize the app’s colors to better match your brand and workflow.
Why I Built DealTrackr
Created from the daily reality of working in real estate.
As an active REALTOR®, I wanted a straightforward way to manage dates, contacts, notes, follow-ups, and production without building my business around an oversized software platform.
DealTrackr was designed to feel useful immediately: simple enough for one agent, organized enough for a growing pipeline, and flexible enough to support the way each professional works.
Built by an agent, for agents.Launch Edition
Take control of your transactions today.
DealTrackr for Agents is available now for iPhone and iPad through the iOS App Store.