173 features. You learn five keys.
A rep learns five keys on the first morning and is useful by lunch. Everything else stays off the screen until a deal asks for it. One board carries the deal from the first call to funded, with the notes, the documents, the follow-ups and the whole team sitting on it.
Starting 2027, $49 a month for the manager seat and $29 for every other seat. The first 100 seats get every feature free through 2026. After those seats, or after 2026, Dealbrace is paid, and early teams keep their price. We will tell you before anything changes.
Deals do not die in the market. They die in the cracks.
A broker's day is a dozen tabs and a hundred follow-ups. The deal you forgot to chase is the commission you never earned.
Scattered everywhere
Salesforce in one tab, a spreadsheet in another, lender terms in your head, and the real status in a group text. Nobody sees the whole picture.
Nobody knows the real stage
The board says one thing, the group text says another, and the person who actually knows is on a call. Work stalls while everyone asks where it stands.
Momentum leaks
No shared board means no accountability. Follow-ups slip, hot leads cool off, and there is no way to see who is actually closing.
The screens the day runs on.
Drag a card. The desk knows.
A fast board from pre-app to funded. Log a note, order docs, split a deal, hand it off. Every stage of the deal in one view the whole floor can see.
One screen holds the whole deal.
The stage rail, the notes journal, every file, the submissions and where each one stands, the reminders and the follow-up clock. Open a deal and there is nothing left to go find.
Your best rep's memory, written down.
Rate cards, gates, hard stops and quirks for every desk you send to, distilled into a searchable profile. New hires close like veterans because the institutional knowledge is on the screen instead of in one person's head.
Close the month in one screen.
Every deal that funded and every one that did not, with the commission on each, your splits, and a close month button. The record keeps itself instead of living in a spreadsheet somebody rebuilds every 30 days.
We were tired of working in Salesforce. So we built the front end we wanted.
Salesforce is where the record lives, and we are not asking anyone to leave it. We just did not want to sell out of it. Dealbrace sits on top: your reps work a fast board all day, and the opportunities, chatter and documents keep flowing in, so nobody re-types what Salesforce already knows.
Not on Salesforce? Dealbrace runs perfectly on its own, and it can connect to the document and credit systems your back office already uses.
Opportunities, chatter, stage and documents flow into Dealbrace and stay current, so nobody re-types what Salesforce already knows.
Nothing is migrated away and no ownership transfers. Salesforce keeps being the system of record.
Turn the sync off and Dealbrace stands alone. Same board, same speed, no Salesforce required.
Everything a working desk runs on.
Built by real users who work these deals every day, which is why every screen here exists because somebody needed it. Not a generic CRM bent to fit.
Deal pipeline
The stages your desk actually uses. Drag a card and the whole journal, notes and files travel with it.
Customers and vendors
Every company, contact, file and deal in one profile, with touch base tracking so relationships stay warm.
Tasks and follow-ups
Calls, titling, payoffs and referrals, each with an owner and a due date. Nothing lives in someone’s head.
Deal archive
Every deal that funded and every one that did not, with the commission and your split on each, and a close month button.
Quick notes
A scratch pad that sits next to the work instead of on a sticky note or in a personal phone.
Proposals in a click
Term options, payments, advance payments and doc fees pulled straight from the deal, ready to send.
Document requests
The full doc request built from what is already on the deal, off to your processor without retyping a line.
Condition reports
Equipment, mileage, values and signature on one form, saved back to the deal it belongs to.
Lender intel
Rate cards, credit gates, hard stops and your own notes for every desk you use, searchable in seconds.
Jarvis, your assistant
It knows your deals, tasks and queue. Ask what is next, what went stale, and what needs clarifying.
Huddle and team chat
The floor conversation sitting next to the work instead of buried in a group text nobody can search.
Team scoreboard
Approvals, fundings and personal best months, live on the office TV and on the phone in the truck.
Take the parts you want. Leave the rest.
A la carte features, for a true tailored fit.
Every module is optional and every instance is configured to one team. Turn Salesforce sync, the reference desk, Jarvis or the TV board on or off, rename anything to match how your desk talks, dashboard or pipeline, customers or clients, vendors or dealers, whatever your desk calls them, put your own name and colors on it, and hide whatever you do not use.
Open it and there is almost nothing there.
Everything else waits until a deal asks for it.
Everything you hope to have, nothing you do not need. Dealbrace holds a deal at every stage the way your team already moves it, so the work finally explains itself. Open the board and you know where everything stands.
From application to commission.
Start the deal in one screen
The application arrives by phone, email or Salesforce. Open a card, drop the documents on it, and the whole deal exists in one place from the first minute.
Work it the way you already do
Notes, tasks, docs and the next follow-up sit on the deal itself. The stage moves when the work moves, not when someone remembers to update a spreadsheet.
Move it across the board
Approvals, proposals, docs, funding. Every step tracked on one board the whole team can see. Nothing slips and everyone knows the score.
Close from the cab, not just the desk.
Install Dealbrace to a phone home screen and it opens full screen like a native app. Work the board, call a dealer, log a note and move a deal from anywhere.
Built like the money depends on it. Because it does.
Credit apps, bank statements and driver's licenses live in here. Every layer below is on by default, for every customer, at every price. There is no security tier to upgrade to. Read the full security page, including what we deliberately do not claim.
One instance per company. Never a shared table.
Password plus a second step
Real passwords, 8 characters and up with uppercase and a symbol, plus a passkey through Face ID, Touch ID or Windows Hello, or an authenticator app. Trusted devices skip the code for 30 days.
Guess proof sign in
Five wrong tries locks the account and the lockout doubles each time. Repeat offenders are blocked by address. Every attempt is logged with time, device and location.
Documents behind the login
Every file link is checked against a live session before a byte is served. No public folders, no guessable URLs, no directory listings, no links that keep working after someone leaves.
Encrypted and backed up
HTTPS on every request. Storage encrypted at rest by the hosting provider. A copy is pulled off that provider onto hardware we control every night, verified against the deal count before it is kept, with 30 days of restore points behind it.
Roles that match the floor
Owners, closers and processors see what their job needs. Access ends the moment a seat is removed, and the audit trail stays.
You own it
Your data is yours. Export everything with one request. The platform never uses your deals, lenders or contacts for anything else, and never trains on them.
What we never do
Free this year. Then less than lunch.
Free through the end of 2026. No contract, no setup fee, no card. We are onboarding a small number of teams and building this around what they actually need, and we would rather have you using it than pricing it.
A seat is one person who signs in. Owner, closers, processors, each is a seat. No setup fee, no contract, no card at all this year.
Nothing is charged in 2026. We will tell you well before anything changes, and teams who come in early keep preferential pricing for good. The only CRM anyone will ever need should not cost what the big ones charge.
Real screens, made up data.
The demo is the actual product loaded with a fictional company: deals, customers, vendors, tasks and documents you can open. Nothing to install, nothing to sign up for.
Open the live demoPick a name on the login screen, the demo accepts any password. Move a deal, add a note, open a document, ask the assistant. It resets itself, so break things freely.
See it on your own deals.
Tell us a little about your desk and we will set you up, usually the same day. Free through the end of 2026. No card, no contract.
We use this to reply to you and nothing else. No list, no drip, no sharing.