DealMachine

How to set a location and apply, pin, search, and clear filters when prospecting in DealMachine.

How to Use Filters

How to view, restore, delete, and pin your past prospecting searches in DealMachine.

View Past Searches

How to use DealMachine Quick Search to jump straight to a specific property or person by address, APN, owner name, email, or phone.

Quick Search: Find Any Property or Person Fast

Explains how to choose between DealMachine's Find Properties and Find People prospecting modes and when to use each.

Find Properties vs. Find People

Which search filters are Premium in DealMachine, which plans include them (Pro and Scale), and what Basic-plan users see when a filter is locked.

What are Premium filters?

Find properties and people by location and filters, run quick searches, and revisit your past searches.

Prospecting & Search

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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