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Platform

Find. Fund. Track. Manage. Analyze.

The operating system for the whole investment.

The analysis becomes the pipeline decision, the project plan, and the portfolio record instead of disappearing at closing.

Flexible financing

Make the first decision with the full deal in view.

Model flips, rentals, wholesale, and BRRRR. Flexible financing compares conventional and short-term funding side by side.

  • Set the deal assumptions
  • Read the return
  • Compare the strategy
  • Move the property forward
HoldWise Deal Analyzer with flexible financing

One property record. Every stage of the investment.

The analysis becomes the pipeline decision, the project plan, and the portfolio record instead of disappearing at closing.

01

Discover

Foreclosure discovery

Weekly refreshed properties with tax and assessor enrichment.

Verified listings

Listings verified by our team carry a visible verified badge.

HoldWise property discovery dashboard

02

Analyze

Deal Analyzer

Flip, rental, wholesale, and BRRRR analysis with flexible financing that compares conventional and short-term funding side by side.

Property intelligence

AI property intelligence reports with strategy and rental scenario analysis.

HoldWise Deal Analyzer flip strategy

03

Pipeline

Pipeline CRM

A 12-stage pipeline for moving opportunities from first look through close or pass.

HoldWise investor pipeline

04

Portfolio

Portfolio management

CSV import, cost line items, valuation tracking, and property-level profit and loss analytics.

HoldWise portfolio performance dashboard

05

Manage

Project management

Manage projects and vendors, remodel properties, and renovate with connected budgets, expenses, media, and team workflows.

Construction Mode

Dual-money scopes, subcontractor visibility controls, payment milestones, and QuickBooks CSV export.

Subcontractor portal

A guest work portal that keeps each subcontractor focused on the work they can access.

HoldWise renovation project work plan

06

Expand

Deal Rooms

Shared investment workflows for multi-investor groups and the people who support them.

Agent View

Client-consented rosters, comp requests, off-market opportunities, and shared project visibility.

A live look at Agent View is on its way

What is live, what is next.

A clear release line for the features investors and teams can use now and what follows.

Live now

  • Foreclosure discovery
  • Verified listings
  • Pipeline CRM
  • Portfolio management
  • Deal Analyzer
  • Property intelligence
  • Listing screenshot import
  • Project management
  • Construction Mode
  • Subcontractor portal
  • Deal Rooms
  • Agent View
  • Organization branding
  • Invitation trial
  • Notifications
  • Mobile web app
  • STR analytics

Next 90 days

  • Court research
  • Self-serve billing

Later in 2026

  • iOS app
  • New listing markets

Put the full operation behind your next deal.

Choose Premium for the complete individual investor system. Choose Deal Room when the operation belongs to a team.

Start Free Trial