Basics for Team Owners and Full Access Team Members

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22 articles in this collection
Written by David Lecko, Elise Knaack, and AJ

Professional Plan

DealMachine's Second Tier Plan
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Written by Elise Knaack
Updated over a week ago

How do I set up mail signatures for different cities?

Use a different phone number and return address that is local to where you invest and also for each team member.
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Written by David Lecko
Updated over a week ago

How do I delete a mailing template?

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Written by David Lecko
Updated over a week ago

How accurate is your data?

How accurate is your skip tracing?
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Written by David Lecko
Updated over a week ago

What do the analytics page sections mean?

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Written by David Lecko
Updated over a week ago

How do I edit my mail template signature?

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Written by David Lecko
Updated over a week ago

How do I view the mortgage information for my deal?

See how much equity they have
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Written by David Lecko
Updated over a week ago

Preview Mail

How to preview your post cards
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Written by Elise Knaack
Updated over a week ago

How Do DealCredits Work?

AJ avatar
Written by AJ
Updated over a week ago

Route Tracking and Real-Time Driving Routes Feature

Route Tracking, Real-Time Driving Routes
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Written by AJ
Updated over a week ago

Does DealMachine have accurate info?

Where we get our data
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Written by Elise Knaack
Updated over a week ago

How Do Postcards Look

Sample Postcards,
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Written by AJ
Updated over a week ago

DealMachine Enhanced Search (Skip Tracing)

How it works and what it does
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Written by Elise Knaack
Updated over a week ago

How do I view the property information for my deal?

See detailed information about a property, such as square footage, lot size, year built, and number of bedrooms and bathrooms.
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Written by David Lecko
Updated over a week ago

Sending Mail To Corporate Owned Properties (LLC)

Figuring out what to send to corporate or LLC owned properties.
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Written by Elise Knaack
Updated this week

Main Menu Overview

A run through of our main menu and what everything means
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Written by Elise Knaack
Updated this week

How do I view the school district of my deal?

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Written by David Lecko
Updated over a week ago

How do I view the sale information for my deal?

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Written by David Lecko
Updated over a week ago

Team Member Roles

What your team members are allowed to do and view on your account.
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Written by Elise Knaack
Updated over a week ago

Merging Two Accounts

What to do to merge your accounts
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Written by Elise Knaack
Updated over a week ago

How To Filter

Best practices for using the filter feature
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Written by Elise Knaack
Updated over a week ago

Deal Statuses

A run through of what Deal Statuses are and how to use them for best practices
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Written by Elise Knaack
Updated over a week ago