Track prospects with the Deal Toolset

The Deal Toolset is a free tracker for the properties you are working before they become listings. Add a prospect, move it through your pipeline as you talk to the owner, and when you have written approval, convert it into a listing with the details already filled in. It is in your sidebar under Work, free for every finder.

Add a prospect

1. Open Deal Toolset.
2. Press Add prospect.
3. Start typing the property address and pick it from the suggestions, or fill in City, State and ZIP.
4. Add what you know: Beds, Asking rent / mo ($), the Source link (Zillow, Facebook or wherever you found it), Owner name and Owner contact.
5. Set the Regulatory status and Pipeline stage, add Notes, and press Add prospect to save.

Pipeline stages

Move each prospect along as it progresses:

• New — just found it.
• Contacted — you've reached out to the owner.
• Negotiating — you're working through terms.
• Approved — you have the owner's written approval.
• Listed — it's live on Zi-Find.
• Dead — not going anywhere.

Regulatory status

A quick note to yourself on the local rules: Permitted, No permit needed, Check HOA or Unknown. This is your own record — Zi-Find doesn't verify it, and it isn't legal advice. Check the lease, HOA rules and city short-term rental rules for every property.

Convert a prospect to a listing

1. On a prospect with an address, press Convert to listing.
2. The listing wizard opens as A property I found, pre-filled with the address, city, state, ZIP, beds and rent.
3. Finish the remaining steps — photos, approval documents — and submit. See Listing your first property.

Nothing is published until you submit the wizard. A prospect without an address shows Add an address first, and a prospect can only be linked to one listing.

Edit or delete

Click a prospect to edit it. To remove it, use delete and confirm — deleting a prospect can't be undone.

Underwriting on Finder Pro+

The pipeline stays free. Finder Pro+ adds underwriting on any prospect: nearby short-term rental comps, market rates and occupancy, a 12-month revenue projection and a deal calculator. On Pro+ the Deal Toolset lives inside Placements as its Properties tab. See What Finder Pro+ includes.

Good to know

• Prospects are private to you. Operators and other finders never see them.
• Use the owner fields for your own follow-up. When you list, you choose what operators see.

Is there a limit on prospects?

There is no plan limit on prospects; the page shows your 500 most recent. Listing limits only apply when you convert one into a listing.