Settings
Workspace, integrations, roles, permissions, and outreach preferences.
Per-customer configuration. GHL is the system of record for contacts, opportunities, conversations, and messaging.
People and communication records for agents and sellers.
Existing Properties object — no duplicate records created.
CRM opportunities tied to listings and offers.
Send SMS to listing agents. Disabled.
GHL Location ID: not set
Last sync: never
Listing intelligence, scheduled monitoring, specialized processing, and audit logs may be handled outside GHL.
Listing Intelligence
Market data and comparable analysis.
Scheduled Monitoring
Findr market scanning on a schedule.
Audit Logs
Immutable record of workspace actions.
Specialized Processing
Underwriting and repair-scope estimation.
Role-based access per tenant. Permissions are enforced client-side in this preview; a backend will enforce them server-side before go-live.
| Permission | Owner | Admin | Acquisitions Agent | Analyst | Viewer |
|---|---|---|---|---|---|
View listings Listings | |||||
Edit listings Listings | |||||
View Findrs Findrs | |||||
Create & edit Findrs Findrs | |||||
View agents Agents | |||||
Edit agents Agents | |||||
View messages Messaging | |||||
Send messages Messaging | |||||
View AI Journeys Journeys | |||||
Manage journeys Journeys | |||||
View templates Templates | |||||
Edit templates Templates | |||||
View analytics Analytics | |||||
View settings Settings | |||||
Edit settings Settings | |||||
Administer tenant Tenant | |||||
View audit logs Audit |
Users with access to this tenant workspace. Roles are enforced server-side.
Invite a member
The invitee must have a DealFindr account first. Self-escalation is blocked server-side.
Recent workspace events from the persistent audit trail. No tokens or message bodies stored.
New Findr matches
Alert when a Findr surfaces new listings.
Agent responses
Notify when an agent replies to your outreach.
Pending reviews
Remind about listings flagged for underwriting review.
Weekly digest
Summary of outreach and responses every Monday.
Outbound messaging is disabled
DealFindr does not send SMS or run automatic outreach. Outbound sending activates once the GHL integration, consent, and permissions are tested and approved.
Automatic outreach
Auto-enroll new matches into AI Journeys.