Introduction

Hey everyone, Anton with IntellCRE here. In this video, we’re going to look at what the Dealbox solution does and how you can set it up either on your website or by using the Dealbox link.

What Is Dealbox

Dealbox is either a website widget or a link.

The website widget can be embedded on your company’s website and used to capture qualified sellers or buyers and streamline the lead generation process, including collecting financials, property data, and valuable client information.

The same applies to the Dealbox link.

Accessing Dealbox Settings

You can navigate to the settings and into Dealbox, where you’ll find the Dealbox widget script.

You can copy this script and, depending on whether you’re working with a website administrator or managing your website yourself, paste the script into your website’s codebase.

Once added, the widget will appear on your website with your branding and with settings that can be customized further down depending on your use case.

Customizing the Dealbox Widget

You can change the header text and how the widget works.

You can also choose which fields are required, meaning what mandatory data you want to collect through the widget, and which fields are optional.

Dealbox Widget Example

Let’s look at an example of the Dealbox widget using a mock website.

On the bottom left corner, you can see the Dealbox widget prompting visitors to check their property value.

Website visitors can hover over it and go through a guided, simple process.

There’s a tutorial where they can express their intent, such as whether they’re thinking of buying or want to know how much their property is worth.

They can provide basic property information as well as advanced property information, including photos.

They can upload financials, expenses, and any attachments or documents that are relevant.

Deal Submission and Notifications

Once a request is submitted, you and your team receive an email notification letting you know that there’s a new deal waiting for you in Dealbox within the IntellCRE platform.

Viewing Submitted Deals

To access your Dealbox submissions, navigate to Properties and then go to Dealbox Properties.

Here, you’ll see all the deals submitted to you and your team by potential sellers or buyers.

All the data is parsed automatically from the submitted documents and is ready to be added to your pipeline.

With just a few clicks, you can finish underwriting, and with another click, you can turn the deal into a client-ready BOV and send it back to the client.

This streamlines the entire process from lead capture to delivering the first client deliverables.

Using the Dealbox Link Without a Website

If you don’t have a website, you can still use Dealbox through the Dealbox link available in the settings.

You can copy this link and include it in emails, social media, or your email signature.

When a client clicks the link, they’re taken to the same interface as the website widget, where they can provide all the data needed for you to start reviewing their deal.

Conclusion

Dealbox provides a streamlined way to capture new leads from your website and streamline property data exchange.

It allows you to capture valuable deal and client information through the Dealbox solution available within the IntellCRE platform.

If you have any questions or need help setting up Dealbox for your website or Dealbox link, don’t hesitate to reach out to the team.

We hope this video is helpful, and see you in the next video.