DealSync — The Shared Deal Room for Loan Officers and Realtors

# DealSync.me > The shared deal room where Loan Officers and Realtors track every lead from first conversation to closing day. DealSync is a collaborative deal management platform built specifically for the Loan Officer–Realtor partnership. It solves the pre-escrow lead nurture gap where most mortgage deals are lost — the weeks and months between first contact and "I'm ready to move forward." ## What DealSync Does DealSync is NOT a CRM replacement. It is the collaboration layer between the LO's CRM and the Realtor's CRM. Both partners see the same deal card with shared notes, conversation history, status updates, and milestone tracking from first referral through closing. ### Key Features - **Shared Deal Cards**: Both the Loan Officer and Realtor see the same deal card with borrower details, loan information, property status, and conversation history. - **AI-Powered Conversation Import**: Paste a phone call transcript from Plaud.ai, Otter.ai, Apple Notes, or any source. AI extracts borrower name, loan program, VA eligibility, DTI, timeline, action items, and creates a deal card automatically. - **Lead Nurture Pipeline**: Tracks leads through stages from New Lead → Nurture → Follow-Up Scheduled → Application Received → Pre-Approved → Processing → Submitted to UW → Conditional Approval → Clear to Close → Funded. - **Partner Scorecard**: See which LO-Realtor partnerships are converting referrals into closings with deal velocity metrics and close rates. - **Role-Based Views**: LOs see loan milestones (rate locks, appraisals, conditional approval). Realtors see property milestones (showings, offers, inspections). Both see the full picture. - **Pipeline View**: Visual Kanban-style board showing all deals grouped by stage. - **Pre-Approval Tracking**: Max purchase price, max loan amount, and pre-approval rate fields visible to both partners. ## Who DealSync Is For ### Loan Officers - Independent mortgage originators who receive referrals from