How it works

From first look to closed deal, in one app.

Five stages. One connected workflow. ROIStack ties the calculator, the pipeline, the on-site walkthrough, and the share step together so deals move forward without bouncing between tabs or re-entering numbers.

  1. 01 Analyze
  2. 02 Save
  3. 03 Pipeline
  4. 04 Close
  5. 05 Track
Omni-View analyzing a property
01
Stage 1 · Analyze

Score any property four ways in one screen.

Omni-View underwrites LTR, STR, BRRRR, and Flip from a single set of inputs, with a Sticky KPI HUD pinned to the top while you type so the numbers move as you think.

  • Four strategies scored side-by-side, 0 to 100
  • Live cash flow, CoC, cap rate, IRR, and post-refi metrics
  • Boosters flag the assumption changes that move your score most
  • Dealy AI opens with a deterministic 4-strategy comparison
Omni-View showing a 100/100 STR score with PITI, cash flow, and DSCR metrics
02
Stage 2 · Save

Save every deal you touch. Nothing gets lost.

Saved Deals is your working library. Every property you underwrite lands here with its score, key metrics, and a task checklist ready to fill in.

  • Inline task checklists on every card
  • Trash recovery keeps deleted deals for 30 days
  • Watchlist and Saved Searches surface new inventory automatically
  • Bulk select to compare, move to pipeline, or share
Saved Deals library with score cards and task progress
03
Stage 3 · Pipeline

Move deals from lead to closed on a kanban board.

Drag saved deals through six stages: Analyzing, Offer Submitted, Under Contract, In Rehab, Completed, Sold. Tap any card to open the Deal Hub Drawer.

  • Six-stage kanban tuned for real estate deal flow
  • Deal Hub Drawer: tasks, notes, stage, and Edit Underwriting in one place
  • Photos, address, and quick metrics on every card
  • Reopen the underwriting in Omni without losing your place
Pipeline Kanban board with six deal stages
04
Stage 4 · Close

Ship a lender-ready packet in one click.

Publish a read-only share link or export a branded PDF memo. Lenders, partners, and buyers see the numbers on any device, no login required.

  • Read-only web link with score, cash flow, and key metrics
  • Branded PDF memo with your logo and colors (Pro and Investor)
  • Free and Starter: 3 active share links. Pro and Investor: unlimited
  • Works on mobile, no account needed on the receiving end
Branded PDF deal memo ready to send to lenders
05
Stage 5 · Track

Own the deal. Track the performance.

Move closed deals into the Portfolio dashboard. Aggregate cash flow, equity, CoC, and realized flip profit across every asset you own, with per-property drill-down.

  • Portfolio-wide equity, cash flow, CoC, and DSCR at a glance
  • T12 P&L strip with actuals vs underwritten
  • Realized flip profit rolls into portfolio insights
  • Per-property Ownership pages with rehab, leases, and payments
Portfolio dashboard aggregating cash flow, equity, and CoC
Pro tools

Built for the moments money is on the line.

Three tools unlock when you upgrade, each designed to close a specific gap between analyzing and closing.

Rehab walkthrough estimator running on a phone
Pro

Rehab Walkthrough

On-site checklist built into Omni-View. Tap Itemize next to Rehab Budget, work room by room, and watch rehab and ARV update live. Works offline.

Dealy AI comparing strategies for the current deal
Pro

Dealy AI Assistant

Opens with a deterministic 4-strategy comparison plus suggested questions. Grounded in your actual numbers, not generic answers.

Published saved deal share link preview
Pro

Branded Share Links & PDFs

Publish any saved deal as a read-only web link or a branded PDF memo. Unlimited on Pro and Investor.

Mobile-first

The whole workflow, in your pocket.

ROIStack is a PWA. Install it to your home screen and run the full underwriting, pipeline, and walkthrough flow from a phone, even without signal.

  • Installable on iOS and Android
    Home-screen icon, native-feeling nav, no App Store friction.
  • Works offline on-site
    Walk a property in the basement. Captures sync the moment you reconnect.
  • 5-slot bottom nav
    Analyze, Saved, Pipeline, Portfolio, Workspace — one tap each.
ROIStack rehab walkthrough running on a phone

Start free. Upgrade when you're closing deals.

The analyzer, pipeline, and saved deals are free forever. Pro adds the tools you'll want the day you go to contract.

Frequently asked questions