Synergy Deal Desk

Deals Hot leads Buyer / tenant tracker Website listings Blank forms Owner

Deals

Every transaction, its checklist and where each document stands.

Only my deals

Website listings

Put your listings on the Synergy website with photos and the offering memorandum. The owner approves each one and it goes live the same day.

Price change or new photos? Click Update, change what's different and submit again. When it sells or leases, click "Sold / leased — take it off".

← All deals

★ Feature on website

Checklist

Terms & commission

Asset type Price

Commission Agent split % (set by broker)

Closing dateMLS #

Transaction fee

Fee amountPaid by

Gross commission—

Agent—

Transaction fee—

Agent net—

Synergy—

Renewal fee

Owner pays a renewal fee

Renewal fee due

DateAmount

Close-out

Key dates

Parties

Deal folder

Activity

Notes

Visible to everyone on the deal.

Owner dashboard

Company production, agent rankings and the pipeline. Only owners see this tab.

Pipeline

Agent ranking

Hot leads

Conversations you starred in GoHighLevel. Star a conversation there and it shows up here; unstar it and it drops off.

Open conversations in GoHighLevel ↗

Buyer / tenant tracker

Add what your buyer or tenant is looking for. Every morning the tracker searches LoopNet, Crexi and Zillow (for sale for buyers, for lease for tenants) for listings that match. You'll get a list of the deals by email, and they'll show up here too.

Show paused and closed Show other agents' buyers Email my daily matches to

← All buyers & tenants

Auto email Off

Set your buyer's criteria in What they're looking for, and the Buyer tracker finds listings on the market that fit. It checks LoopNet, Crexi and Zillow every morning, emails you the new deals and adds them below. You can also run the search instantly with Search now, or tap the microphone to say what your buyer wants instead of typing it.

Properties

What they're looking for

Buyer

Notes

Only you and the broker see these.

New buyer

Tell us about your buyer — speak or type, then fill the form

Buyer nameAgent

PhoneEmail

Property type Where

Min priceMax price

Min building SFMax building SF

Min cap rate %Min units

Min lot (acres)

Must have (optional, plain words)

Search LoopNet Crexi Zillow

Cash buyer Email new matches to the client automatically (needs their email)

Put a listing on the website

Start with the OMUpload the offering memorandum (PDF, up to 20 MB) and Claude fills in the listing for you, photos included. Then you just check it.

Upload OM

Listing typeProperty type

Street address

CityStateZIP

Asking priceNeighborhood / submarket

Headline (optional, shown as the page title)

Property facts (fill what applies)

Building SFLot sizeYear built

ZoningUnitsCap rate %

NOIAvailable SF

Description Highlights (one per line) Location notes (optional)

Photos (up to 12 · the first one is the cover)

+ Add photos

Uploading isn't available in this view. Open the Deal Desk in the Claude app or at claude.ai while signed in.

Listing advisor (shown on the page) Name

PhoneEmail

Edit agent

NameRole

EmailPhone

License #License expiration

Commission planStart date

Status

Your goal

Sales volume goal for the year

Counts your share of the volume on every deal you close this year. Leave it blank to remove the goal.

Add a property

For off-market finds or anything the daily search missed.

Address

PriceCap rate %

Link

Make an offer

Offer priceSeller (if known)

Checklist Start with

This opens a new deal with the buyer, address and price filled in, then opens the offer so you can finish it and send it for signature.

Email about this property

To Subject Message

Saves a draft in your Gmail. Nothing is sent until you send it there.

Open in email app

Email the client a PDF copy

To Cc Subject Message Attach the contract as a PDF:

New deal

Checklist Property address Asset type AgentClosing it for someone else? Put their name here, not yours. The deal and its numbers go to this agent.

Price or total lease valueExpected closing

Commission Add transaction fee

Checklist · form

0 filled

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Fill with Claude

Type or say the terms in plain words and Claude fills in this form. You check it before sending.

Deal Desk

Click any shaded blank and type. Tab moves to the next blank, Shift+Tab goes back. Click a box to check it. Leave anything blank you don't need.

Dollar amounts get commas and cents when you leave the box (5.3m and 250k work too).

Colored boxes are filled in by the signers through Google eSignature.

Deal

Saves to Synergy Transactions › year › property address – agent.

The address and parties carry over to every form of this deal, so an addendum or counter offer starts already filled in.

Parties & signers

Names fill the party lines at the top of the form, and each person gets their own signature, initials and date boxes. You'll enter emails once, in Google's send window.

Jump to page

Finish

Saves a PDF with your entries and the signing boxes to this deal's folder in Synergy Transactions. Google keeps the signed copy in the same folder. Google's send window will list these signers; type each person's email next to their name and click Send request.

Your typing saves as you go. Save draft also puts a PDF in the deal folder so you can review it or finish later.

The signing boxes only show inside Google Drive. Opened in Acrobat or a browser, the PDF shows just your typing.