Use this article to find where your DealMachine features moved and what they're called now. The core workflow is the same — find properties, get owner info, reach out — but a lot has been renamed and reorganized. Here's the full old-to-new guide, by area.
Leads are now Prospects
Lead / Adding a lead → Add prospect. A prospect is a property or person you're actively working. Click Add prospect on a property or person page, or select records and choose Actions → Add Prospects. Find them all under Prospects in the left sidebar.
Lead marked while driving → Prospect. Properties you add while driving are prospects too, and they share one count across web and mobile.
Saved (the star) → Favorite. The star no longer saves a record. It marks an existing prospect as a favorite.
Leads menu → Prospects and Lists. Prospects is your working set. Lists are named collections you use to organize records.
Lead list / marketing list → List. A static, named collection of up to 100,000 records. Lists don't update automatically. To rerun a search with fresh results, open it from Recent in the left sidebar.
Lead Status → Opportunity. Create an opportunity from a QR code scan in Mail Analytics. See Track QR Code Scans and Create Opportunities.
Navigation and search
Map (home screen) → Home. DealMachine opens to Home, where you can search an address or owner, ask DealMachine AI a question, or jump to Find Properties, Find People, or Explore Map.
List Builder → Find properties. Same job: filter properties, review them, then export or add them to a list.
Find people (new). Search for people directly with demographic, credit, income, and residence filters. Set a location first, or results are nationwide.
Saved filters / saved searches → Recent. Every search is saved under Recent in the left sidebar, grouped by Pinned, Today, Yesterday, and This Week. Click one to restore its filters and location. Pin your favorites.
Quick Search (new). Click the magnifying glass at the top of the left sidebar to find any property or person by address, APN, owner name, email, or phone.
Views and Insights
Grid View (new) is the default, spreadsheet-style view of your results, with customizable columns.
Map View. Switch between Grid and Map with the view toggle at the top-right of your results.
Explore map. Browse properties on the map and open a results grid beside it. Click Explore map in the left sidebar.
Insights (new). Live counts (such as Properties, Phone Numbers, Emails, and Absentee Owners) appear in the search bar at the top of your results and update with every filter change. Show up to 5 at a time.
Record pages
Property Card → Property page. Opens beside your results. Click the expand icon to open it full screen.
Contact Card → Person page. A full person record. Most of this data is new.
Comps → Location & Comparables. An interactive comps map and list with match scores and adjustable comp settings.
Property Analysis Tools (new). The Wholesaling Calculator and Rehab Estimator on the property page (web only).
Portfolio → Real Estate Portfolio. A person page section showing every property a contact owns, with value, equity, and debt.
Behavioral Insights (new). Insight cards at the top of the person page, such as Likely to Move and Mortgage Prospect.
Skip tracing → Reveal. Phones and emails stay hidden until revealed. Each reveal costs 1 data credit per contact. Viewing a profile is free.
Driving for Dollars
You drive with the DealMachine mobile app. On the web, Driving for Dollars in the left sidebar shows your team's drives.
Free Drive. A tracked drive. Search freely as you go.
Planned Route (coming soon). Turn-by-turn navigation to a pre-built list of properties.
Area Drive (coming soon). Drive freely within an assigned boundary, with street-level coverage tracking.
Marked lead → Prospect. Tap Add Prospect while driving.
Targets / Add Target → Prospect. Driving for Dollars no longer has a separate Targets tab or Add Target button. Properties you target while driving are now prospects, shown together with the rest of your Prospects.
Visited (new). Properties you drive past are marked as visited. You can also mark them manually.
Tags. Still called Tags. Manage them on the web under Settings → App settings → Tags, including a separate set of driving tags.
Exporting and the Inbox
Select records, click Actions, then Export. Exports come in four formats:
Property List: one row per property.
Contact List: one row per person.
Email List / Phone List: one row per unique email or phone (duplicates removed).
Contact audience (new): choose Property Owners, Owners and Family, Likely Renters, or Residents.
Scrub DNC: removes Do-Not-Call (DNC) numbers from your export.
Export delivery → Inbox. Finished exports appear in your Inbox with a download button. Files expire after 7 days. Re-exporting the same records is free within your billing period.
Export Limit → Data Credits. 1 property = 1 record and 1 contact = 1 record. Same-period re-exports are free. Click your name in the lower-left corner to see your balance.
Apps & Integrations / API (new). Pull the same data into your own tools. API pulls use data credits just like exports.
Postcard templates → Designs. Describe your postcard in plain language in the Design Creator, then refine and publish it.
Mail sequences → Campaigns. Up to 5 steps, with scheduling and a cost preview before you launch.
Mail Analytics (new). Sent, Delivered, Unique Opens, Open Rate, and QR scan tracking.
Marketing credits → Funds. Your prepaid balance for mail. Manage it in Billing Settings → Wallet and payments.
AI and account
Alma → DealMachine AI. Type a question into the search box on Home, or click Chat at the top-right of any page.
AI Credits (new). A separate balance from data credits and Funds, used by DealMachine AI. See your monthly AI credits in Billing Settings under Usage this period.
@Add Context (new) — attach records, lists, or saved searches to a chat to scope what the AI acts on.
Settings → Your name (lower-left). Click your name to see your data credit balance and reset date, and to open Billing Settings, Settings, Contact Support, or switch between light and dark mode.