App ModulesContacts

Contacts & Sellers

The Contacts module tracks everyone involved in your deals: sellers, buyers, agents, and anyone else.

Contact types

TypeWho it represents
SellerThe property owner you’re trying to buy from
BuyerAn investor or end buyer you’re assigning deals to
AgentListing or buyer’s agent on a deal
OtherAttorneys, title agents, lenders, etc.

Sellers vs. Contacts

Realastat tracks sellers in two ways:

  1. Seller fields on a deal: when you analyze a deal, the AI may extract the seller’s name, phone, and email from the document. These appear directly on the deal.

  2. Contacts table: a separate, cross-deal contact record. You can link a contact to a deal, track multiple deals with the same seller, and store detailed buyer preferences.

Seller follow-up tracking

For each seller, you can log:

  • Last contact date: when you last reached out
  • Follow-up date: a reminder for your next touchpoint
  • Motivation score: how motivated the seller appears (1–5)
  • Lead source: how you found them (direct mail, cold call, referral, driving for dollars, etc.)

The Claude MCP integration can read and update these fields: “Set a follow-up on the seller at 456 Oak Ave for next Monday.”

Buyer preferences

For buyer contacts, you can store their acquisition criteria:

  • Min/max price
  • Min spread (for wholesalers assigning deals)

This helps you quickly match new deals to your buyers list.

How contacts connect to deals

  • Contacts are linked to deals by the deal picker in the contact form
  • Agents are auto-created from deal extraction (if the AI finds an agent name in the document)
  • In an org workspace, all contacts are shared across the team