DealFlow CRM: the loan officer and Realtor CRM that tells you who to call today.
DealFlow is the real estate and mortgage CRM being built by Oak & Algorithm, formerly Real Estate Concierge Services Co, for the people who need more than a contact list. It is built around mortgage relationships: the borrower, the Realtor partner and the business that comes after closing. It is designed to organize contacts, pipeline activity, tasks, transactions, content, referral relationships, follow-up and revenue visibility in one practical operating system.
The private preview is clickable and runs on demonstration data. No emails, texts, AI calls, automations or real client data run inside it. Public accounts are not open yet. DealFlow is moving through a controlled rebuild and private preview before the next outside beta group is invited.
What is DealFlow CRM?
It is built for loan officers, mortgage brokers, Realtors, real estate teams and real-estate-adjacent professionals who need one place to manage people, pipeline, Realtor partners, follow-up, tasks, transactions, content, reviews and revenue signals. Instead of a contact list you have to dig through, DealFlow opens on a ranked list of the day's revenue actions.
Most agents and LOs do not lose business because they forgot how to sell. They lose it because the next touch never happened.
A borrower says they are not ready yet. A Realtor partner goes quiet. A buyer lead fills out a form. A past client mentions moving again. You mean to follow up, then a closing, showing, appraisal, inspection, loan condition or client emergency eats the week.
The opportunity was real. The system around it was not.
DealFlow is being built for the messy middle between “new opportunity” and “closed business.” It is meant to help real estate and mortgage professionals know who needs attention, what should happen next, what is moving, what is stuck and which relationships are actually producing revenue. Follow-up is where revenue leaks, so DealFlow attaches every due date, priority and owner to the right contact, deal or campaign. The cost of skipping that is laid out in speed to lead.
What does DealFlow show you every morning? Not a task list. A revenue list.
DealFlow opens on a Command Center that ranks the five actions most likely to protect revenue, create a referral or wake up a deal already sitting in your database. It flags relationships that are cooling, deals with no movement, and the old opportunities still worth working.
She referred three deals this year and hasn't had a meaningful touch in a month. A useful buyer payment explainer beats “just checking in.”
He's touring this week and needs payment clarity before he falls for a house the math doesn't support.
Past clients with equity and referral potential are sitting untouched.
No task, no recent note, no next step. That is where money leaks.
A simple milestone touch keeps agents confident and referring.
Example from the private preview. Names and numbers there are demonstration data, not real clients.
Warm relationships should not quietly go cold.
A Realtor prospect untouched for six weeks, a past client with an anniversary this week, a credit-repair borrower due for a 60-day check-in. DealFlow flags them before the window closes.
Loose ends, in both directions.
“I owe them” lists the seller update, payment refresh or partner follow-up you promised. “They owe me” lists the signed doc or approval blocking progress.
Here's where revenue is leaking.
Stale pipeline, neglected relationships, missing review requests and old database opportunities, rolled into one painfully useful report.
What DealFlow is designed to manage
DealFlow starts with the CRM basics, then adds the pieces most real estate and mortgage CRMs treat like afterthoughts: relationship intelligence, content, partner value, reactivation and revenue visibility. Everything below is clickable in the private preview. Items marked Future are shown as locked concepts.
Core CRM
People, pipeline, moneyContacts and relationship records
Organize leads, borrowers, clients, past clients, Realtor partners, referral partners, vendors, builders and professional relationships with context that is actually useful: relationship temperature, related deals, tasks and activity history in one view.
Opportunity stages and deal flow
See what is new, nurturing, pre-approved, active, under contract, closing, closed, stalled or ready for reactivation.
Follow-up that stays attached
Connect tasks to the person, deal, transaction or campaign they belong to, with an owner and a due date, so follow-up does not live in your memory.
Deals that carry their own context
Parties, stage, key dates, milestone checklist, notes and related tasks together. Track active and closed business, lead source, referral source and relationship history.
Commission and revenue tracker
Projected and pending revenue, gross and net, a tax set-aside reminder, and the share of business that came from referral partners. The money view belongs beside the relationship view.
From blank CRM to useful plan
Choose your role, import or add contacts, pick a goal like more referrals or database reactivation, and get a generated first-week plan.
Referral partners
Where relationship business hidesRealtor and referral partner scorecards
Rank partners by referrals, closed business, last touch and opportunity, so you know who to nurture now and who is cooling.
Referral Reciprocity Tracker
Who sends you business, who you send business to, and who has gone quiet. A blunt view of every partner relationship.
Realtor Value Bombs
Give loan officers and mortgage teams a reason to show up for agents with useful partner-ready value pieces, not bland check-ins: an email they can forward, a caption, a 30-second video script and a follow-up task.
Relationship gravity
Who sends business, who influences deals, and where referral strength, review proof and partner touch consistency are getting stronger or weaker.
Partner workshops
Plan agent education events and partner touches as part of the referral pipeline instead of one-off coffee meetings.
Database growth map
See where your sphere is thin and where the next referral relationships should come from.
Database reactivation
Old leads become work queuesDatabase Reactivation Center
Group cold pre-approvals, past clients, old internet leads and quiet Realtor partners into practical work queues, each with a recommended action and an editable message.
Manual nurture playbooks
New pre-approval nurture, Realtor partner warm-up and cold database wake-up, turned into reviewable tasks on day 0, 3, 7 and 14. No accidental automation.
Copy-ready follow-up
Email and message templates for buyers, sellers, partners, past clients and post-close touchpoints, with merge fields for name, market, property and milestone.
Marketing and local authority
Content tied to real relationshipsInteractive content calendar
Plan content by role, platform, audience and business objective, with a hook, core angle, CTA, captions, a video script and a Google Business Profile or blog angle for each idea.
Send content to the right people
Connect one piece of content to the buyers, partners, deals and stale leads it can actually move, then turn it into a Reel, GBP post, partner email and nurture note.
Market Snapshot Builder
Turn local market context into a social hook, a partner value drop and a GBP or blog angle for a specific town and audience.
CRM data becomes visibility moves
Suggested GBP posts, local blogs, partner value pieces and neighborhood content based on what your business is actually doing.
Ask at the right moment
See who is eligible, draft a human review request and track reminders without blasting everyone, tied to the closing moment that earned it.
Turn wins into trust assets
Reviews, closing stories, partner praise and problem-solved moments saved and turned into partner proof points, education posts, GBP updates and future case studies.
Workflows and playbooks
Repeatable, not one-off chaosLoan and listing playbooks
Structured workflows around pre-approval, offer accepted, conditional approval, clear to close, closed, listing signed, coming soon, live listing and under contract.
Editable email and workflow templates
Prebuilt nurture, follow-up, partner, post-close, review, referral and reactivation campaigns as a starting point instead of a blank CRM.
Repeatable operating systems
Listing launch, loan milestone, open house follow-up, reactivation and onboarding checklists, attached to the people and deals they belong to.
Offer and pricing tracker
Keep track of the packages and offers you sell alongside the pipeline they feed.
Win and loss learning
Review what happened on deals you won and lost, so the next one goes better.
Top actions only
A stripped-down view for busy days that shows only what has to happen next.
Insight and reporting
What paid off, what stalledLeak detection
Stalled deals, missing owners, aging stages and no-next-step opportunities, like pre-approved buyers with no tour plan or closings with no review ask.
Know what paid off
Connect partner touches, campaigns, content, reviews and reactivation work back to pipeline, so you stop pretending all activity is equal.
Business health recap and score
A plain-English summary of what moved, what stalled and what to do next, with a business health score for pipeline movement, follow-up consistency, partner activity and reviews.
On the roadmap
Shown as locked concepts in the previewAsk DealFlow what the CRM already knows
“Give me my top 10 actions for today.” “Where did my closings come from?” “Who am I neglecting?” Only after permission-scoped retrieval, audit logs and workspace isolation are tested.
Drafts from approved CRM context
Listing story posts, buyer education Reels, value drops, GBP updates, review responses and newsletters, always reviewed before anything goes out. Never auto-posted.
Notes from the car become tasks
A quick spoken note becomes a contact update, task, deal note and follow-up reminder after human review.
Copy-only texts
Ready-to-copy borrower, partner and past-client texts. No texting, no phone provider and no automated sending in the preview.
Borrower and seller portals
Status, next step, resources and timeline for clients, and seller updates without 47 separate texts, once client permission gates exist.
Embeddable website tools
A Neighborhood Match Quiz, Offer Readiness Simulator, Relocation Planner and Seller Prep ROI Calculator that route each visitor to the right pipeline with a follow-up task.
A mortgage CRM should know the difference between a borrower, a Realtor partner and a past client.
DealFlow was built mortgage-first. It is one system for the borrower, the Realtor partner and the business that comes after closing. It is the CRM half of loan officer marketing.
Borrower pipeline visibility
Track new inquiries, pre-approvals, active buyers, credit repair, under contract files, closings, post-close follow-up and annual mortgage review opportunities.
Realtor partner relationship tracking
See who is referring, who has gone quiet, who needs a value touch and which partner relationships deserve more attention.
Realtor Value Bombs
Build partner-ready emails, captions, video prompts, buyer education pieces and follow-up tasks so loan officers can show up with something useful.
Database reactivation
Stop letting old pre-approvals, past clients and quiet partner relationships sit untouched because nobody knows what to say next.
Google Business Profile command center
A guided audit for a loan officer's profile: create, claim or optimize, NAP and NMLS consistency, categories and mortgage services, reviews and photos, then a work queue of fixes and a first value post. It runs on the same method as my Google Business Profile optimization work.
Every loan milestone becomes a borrower update, a Realtor touch and a next task.
Next-step email, 7-day check-in, payment worksheet. Borrower and agent.
Under-contract checklist, timeline intro, agent confidence update.
Conditions explained in plain English, document task, partner update.
Celebration update, next steps, review request timing queued.
Post-close nurture, review request, referral ask and annual review reminder.
A Realtor CRM should connect your pipeline, past clients, listings and content.
DealFlow is also designed for real estate agents and small teams who need contact organization, listing and buyer workflows, follow-up reminders, content planning and lead-source visibility without needing a full-time systems manager.
Know who is ready, who is warming up and who needs nurture.
Separate new, active, long-term, cold and reactivation-ready contacts so follow-up has a purpose.
Launch, seller updates and proof of work in one place.
Positioning and property story before launch, coming soon and live-listing content during it, and a weekly seller feedback rhythm after. These mirror the launch steps in listing marketing.
Plan authority-building content beside your pipeline.
Connect local expertise, buyer education, seller education, testimonials, neighborhood content and listing activity to your actual business goals. It runs on the same thinking as my content marketing work.
DealFlow is not being built as another empty contact database.
Most CRMs can store names. DealFlow is being built around the actual operating problems inside real estate and mortgage businesses: inconsistent follow-up, quiet referral partners, stale leads, disconnected content, forgotten past clients and activity that never turns into visibility or revenue.
Relationship-first, not record-first
DealFlow is designed to help users see what relationship needs attention and why, instead of forcing them to hunt through a static contact list.
Marketing belongs beside the pipeline
Content, review requests, referral touches and lead-source activity belong in the same operating system as pipeline and transactions.
Built by someone who knows the mess
DealFlow was created by Emily Wyatt, Founder and Fractional Marketing Partner of Oak & Algorithm, after more than a decade inside real estate and mortgage marketing. More about Emily.
Software finds the opportunity. A person can help execute it.
When DealFlow surfaces a messy database, a visibility gap or follow-up nobody wrote, Oak & Algorithm can build the fix: database cleanup and follow-up systems, email campaigns, or local visibility work.
Manual review first. Automation later.
Every milestone in DealFlow can create tasks, emails, content prompts and partner updates, but nothing sends on its own yet. The platform is being rebuilt around secure access, workspace permissions, data separation and verified core workflows before advanced automation returns.
Invite-only beta. No public sign-ups until the security gates are complete.
Templates and sequences become reviewable tasks. You send manually until consent, opt-out and delivery are verified.
AI features stay locked until retrieval, workspace isolation and audit logs are tested.
Is DealFlow CRM available now?
DealFlow is not open for public sign-up right now. Anyone can click through the private preview, which runs on demonstration data. The next release is moving through a controlled private beta and infrastructure rebuild before outside beta users are invited.
Demonstration experience using fake data to show the product direction, including CRM, content, campaign, partner intelligence and growth-tool concepts. Open the private preview.
Preview onlySecure Oak & Algorithm workspace, contacts, pipeline, tasks, transactions, content, templates, reporting, CSV import and manual sequences with advanced sending disabled.
In rebuildLimited outside testing with selected agents, loan officers, mortgage brokers and real estate professionals after security and workflow gates are complete.
Next phaseTransactional email, AI content assistance, review-request reporting, SMS, client portal, public lead tools, voice transcription and image generation are roadmap items, not current public-release promises.
FutureA CRM cannot convert attention you never created.
DealFlow sits inside the larger Oak & Algorithm visibility and follow-up system. Your website, Google Business Profile, reviews, content, referral relationships and CRM should support each other instead of operating like separate jobs.
- CRM and Follow-Up Systems: strategy, cleanup, implementation and nurture planning.
- HubSpot for Real Estate: for businesses that need an established CRM platform with custom setup.
- Follow Up Boss: for teams already running on it who need it set up to actually convert.
- Email Marketing: the newsletter and nurture sequences that keep your database warm.
- Review Generation: the review requests DealFlow's Review Studio is built around.
- AI Search Visibility: help search engines and AI assistants understand who you serve and where.
- Local SEO for Realtors: build visibility in Google Search and Google Maps.
- Organic Lead Generation Guide: understand how visibility, authority and follow-up work together.
- Speed to Lead: why the first five minutes after an inquiry decide most deals.
- The 7 HubSpot Workflows Every Realtor Needs: the follow-up logic DealFlow is built around.
- AI Operating System: where AI-assisted content and messaging live today, while DealFlow's AI features wait.
Best-fit searches DealFlow is built to answer
DealFlow is designed for people searching for a practical real estate CRM, mortgage CRM, Realtor follow-up system, loan officer partner-management CRM, real estate content calendar, database reactivation system, or pipeline management tool for real estate and mortgage professionals.
CRM for Realtors
For agents who need contacts, tasks, pipeline, listings, client follow-up and content planning in one system.
CRM for loan officers
For originators who manage borrowers, Realtor partners, past clients, referral sources and long-term nurture.
Mortgage broker CRM
For teams that need partner accountability, pipeline visibility, follow-up discipline and production signals.
Real estate follow-up system
For professionals whose leads, clients and referral partners keep slipping through the cracks.
Referral partner tracking
For loan officers who need to see which Realtor partners are sending business, which are cooling, and who is owed a touch.
Database reactivation
For agents and LOs sitting on cold pre-approvals, old internet leads and past clients nobody has called in a year.
CRM with a content calendar
For pros who want posts, GBP updates and partner emails planned beside the relationships they are meant to move.
Loan milestone updates
For LOs who want every milestone to trigger a borrower update, a Realtor touch and the next task.
DealFlow CRM frequently asked questions
What is DealFlow CRM?
DealFlow CRM is a real estate and mortgage customer relationship management platform created by Oak & Algorithm, formerly Real Estate Concierge Services Co. It is designed to organize contacts, pipeline, tasks, transactions, follow-up, content, templates, relationship intelligence and revenue visibility.
Who is DealFlow CRM for?
DealFlow is for Realtors, solo agents, small real estate teams, loan officers, mortgage brokers, mortgage professionals, builders and real-estate-adjacent businesses that need a practical follow-up and pipeline system.
Can I see DealFlow CRM before it opens?
Yes. The DealFlow private preview at deal-flow-crm.netlify.app is clickable and runs on demonstration data, so you can explore the Command Center, Daily Money Moves, Partner Intel, playbooks, content calendar and reports. No emails, texts, AI calls or real client data run inside it.
Is DealFlow CRM available to new users?
Not for public sign-up right now. DealFlow is in a controlled rebuild and private preview period before outside beta users are invited.
What makes DealFlow different from other CRMs?
DealFlow is being built around the real work that creates business in real estate and mortgage: relationship follow-up, referral partner management, pipeline movement, past-client nurture, content planning, review requests, database reactivation and revenue visibility.
What are Daily Money Moves in DealFlow?
Daily Money Moves is DealFlow's ranked list of the five actions most likely to protect revenue, create a referral or wake up a deal already in your database. It replaces a generic task list with a revenue list: the partner who needs a touch, the buyer who needs numbers, the aging pre-approval with no next step.
Is DealFlow a good CRM for loan officers?
DealFlow is built mortgage-first. It tracks borrowers from pre-approval through annual review, scores Realtor referral partners, turns every loan milestone into a borrower update and a Realtor touch, and builds Realtor Value Bombs so loan officers have a useful reason to follow up with agents.
Does DealFlow include email templates and campaigns?
Yes. Editable email templates, manual sequences and campaign libraries are part of the product direction. Automated sending remains disabled during the controlled internal pilot until delivery, consent, permissions and opt-out behavior are verified.
Does DealFlow include an interactive content calendar?
Yes. The product direction includes a content calendar with platform-specific ideas, captions, video scripts, Google Business Profile or blog angles and audience-specific marketing prompts for real estate and mortgage professionals.
What is a Realtor Value Bomb inside DealFlow?
A Realtor Value Bomb is a partner-ready value asset designed for loan officers and mortgage professionals. It gives LOs a useful reason to follow up with agents through buyer education, market context, scripts, captions, video prompts or co-marketing ideas.
Can DealFlow help reactivate old leads?
That is part of the product direction. DealFlow is designed to group cold pre-approvals, past clients, old internet leads and quiet referral partners into reactivation lists with suggested next steps and editable messaging.
Does DealFlow send SMS or automated emails?
SMS and automated email are roadmap items. They are not being offered during the initial recovery release and will return only after security, consent, opt-out and delivery behavior are reviewed.
Does DealFlow include AI features?
AI-assisted content and messaging are part of the broader roadmap, but they are not part of the public release promise right now. AI features will only return after provider setup, data-safety rules and usage controls are reviewed.
How much will DealFlow CRM cost?
Public pricing has not been finalized. Oak & Algorithm will confirm beta and standard pricing after the core platform, hosting costs and supported feature set are verified.
Who created DealFlow CRM?
DealFlow CRM was created by Emily Wyatt, Founder and Fractional Marketing Partner of Oak & Algorithm. Emily has more than a decade of real estate and mortgage marketing experience, including years as a marketing coordinator for a real estate broker and building Realtor relationships for a Raleigh mortgage company and a loan officer. She now builds visibility, CRM, content and follow-up systems for agents, lenders and real estate businesses.
Want to know when DealFlow opens again?
Click through the preview first. Then tell me what kind of business you run and what your current CRM keeps failing to do. When the next private testing group is ready, interested agents, loan officers, mortgage brokers and real estate professionals will be contacted.