Whether you’re sourcing new opportunities or screening investor inquiries, DealBox is your automated gateway for high-quality lead capture.
DealBox acts as both a website widget and a shareable link, designed to collect rich property and client data with minimal friction. From seller inquiries to buyer interest, it turns your website (or email) into a fully operational lead funnel—complete with branding, forms, document uploads, and automatic routing into your pipeline.
Here’s how to set it up and start using it:
Understand What DealBox Does
DealBox gives prospects a streamlined, professional way to submit:
Property details (basic and advanced)
Photos and attachments
Financials and rent rolls
Buyer or seller intent
Once submitted, deals flow directly into your DealBox dashboard inside IntellCRE—parsed and ready for underwriting. No more back and forth emails and calls to capture required deal data, let Dealbox take care of everything you need to start your work with a client.
You can embed DealBox on your website or simply send a DealBox link.
Step 1: Customize Your DealBox
Tailor the experience to fit your workflow and brand:
Header & Text → Customize the call-to-action (“Get Your Property Valuation”) and intro message
How Does It Work → Add step-by-step instructions for submissions
Required Contact Fields → Require name, email, phone, or other identifiers
Step 2: Share DealBox — Two Easy Options
You can deploy DealBox in two flexible ways:
Website Widget → Embed a floating button or form directly on your site using a simple code snippet, found under Add a Widget to Your Website in Settings
Direct Link → Share Link via email, social, CRM campaigns, or your signature—no website needed. Clicking the link opens the same submission interface, even outside your site.
Both options guide prospects through the same streamlined submission experience.
Step 3: Review and Convert New Leads
Once submitted:
You receive an email alert
The deal appears in Properties → DealBox
All data and docs are parsed, structured, and ready for review
From there, it takes just a few clicks to underwrite, pipeline, and generate a BOV—delivering value fast.
Why Use DealBox?
DealBox isn’t just a form—it’s a lead engine.
Capture off-market opportunities directly from your site
Automate intake with required documents and deal data
Streamline the path from inquiry → valuation → proposal
Qualify buyer/seller intent without back-and-forth
And best of all—it’s 100% white-labeled, fast to set up, and seamlessly connected to your IntellCRE workflows.
Final Thoughts
If you’re ready to stop chasing PDFs and start receiving clean, actionable leads—DealBox delivers. Embed it once, customize your flow, and start converting traffic into transactions.
Need help setting it up? Reach out to our team—we’ll walk you through the widget, link, or any custom configuration.