Beta
Clients, follow-ups, NDAs, offering memorandums and every deal from listing to closing, in one login.
Deal
Harbor HVAC Services
You do not move. Names and marks belong to their owners and do not mean they endorse DealTrail.
DealTrail is the software business brokers and commercial agents use to run their whole practice. Your clients, your conversations, your documents and every deal you are working sit in one login, from the first call with an owner to the day the deal closes.
You keep your brokerage, your team and your clients. DealTrail sits underneath the work you already do, and our team helps you bring in more of it.
The day to day of a brokerage practice, built around how business sales and commercial deals move.
Sellers, buyers and the people who refer them, with every text, email, call and note on the record. We bring your contacts over when you start.
DealTrail tells you who needs a call and sends the reminders you would otherwise have to remember. It stops when they answer.
Offering memorandum
Harbor HVAC Services
Send an NDA by typing one sentence. Once the buyer signs, the offering memorandum goes to them on its own.
Each deal moves from listing to closing with a target date for every stage, so you see what is late before a client asks.
Texts, email, calls and voicemail from every client land in one inbox, on your computer and in the mobile app.
Collect the seller's documents in one checklist, share them with signed buyers and track every diligence item to closing.
Finding owners who are ready to sell is the hard part of this business. Our team does that work every day by mail, email, phone and paid advertising, and we bring the owners who raise a hand to partners who can close.
Every listing brings in buyers, and only one of them buys. Send us the rest. We take each buyer's criteria to owners who fit and send you the ones who want to talk.
Deal Intake
I have a buyer looking for an HVAC company in Los Angeles.
Send me the criteria and I will start the campaign.
1 to 3 million, SBA loan, owner willing to stay six months.
Campaign started. Owners who reply come straight to you.
Each buyer you add gets a buy box: industry, location, price range and how they plan to pay. Every night DealTrail checks each buy box against each listing in the network and shows you the matches worth a call.
Buyer
Daniel Kim
HVAC, Orange County, up to $2M, SBA
Listing
Harbor HVAC Services
Orange County, asking $1.85M
You can be running deals in DealTrail within a week of our first call.
No. You stay where you are and keep your team.
There is no charge to join or to use DealTrail. We walk you through how deals are shared on our first call.
No. Every buyer and seller you bring stays credited to you.
You and the DealTrail staff who support your account. Other partners cannot.
In California, business sales are handled under a licensed advisor. For other states, ask us and we will tell you how it works there.
Yes. DealTrail handles business sales and commercial property, and deals that include both.
Usually within a week of our first call. We set up your login and bring your contacts over.
Join the first group of brokers on DealTrail. Request access and we set up your login, bring your contacts over and load the deals you are working, usually within a week.
