How Can We Help?
Getting StartedCreate accounts, activation, join your brokerage
My ProfileAccount information, setup & billing
Profile BasicsLearn the basics of the "My Profile" section in DealTap
FAQFrequently Asked Questions
Account informationUpdate personal & brokerage information, loadingDOCS setup
BillingBilling, credit card information, invoices
Login & PasswordForgot password, login troubleshooting
- How do I upgrade my free trial account
- What is Dealtap?
- How much does Dealtap cost?
- Understanding my account status
- How do I log in to my DealTap Account?
- How do I cancel my account?
- How to transfer to new brokerage account?
- What happens to my DealTap account when I leave my brokerage?
- How do I update my brokerage information?
- Setting up my DealTap account with LoneWolf’s loadingDOCS
- Understanding My Profile
- Forgot my Password
- How to Upload a Profile Image?
- How do I update my credit card information?
- What is a Group Code?
ClausesHow to create, edit and organize clauses
New DealCreate new OREA forms, upload files, add people
- Add Brokerage Information to deal
- Adjusting the Irrevocable time
- What is a smart form?
- Create new deal from existing
- How to Fill out an OREA Form?
- Adding People to a deal
- How to Add Clauses to a Schedule?
- Renaming forms and deal names
- Auto-populate OREA forms via MLS number
- How to create new deal using OREA forms?
- Do you support commercial forms?
- How to delete/re-order pages in a deal?
New UploadWorking with uploaded files
My DocumentsView & organize files into folders
SigningAll about electronically signing deals
Sharing AgreementsSharing deals to people, PIN security
Version Tracking & NegotiationMaking changes, organizing counter offers
Audit Report & ComplianceAudit logs, security, RECO compliance