Everything you need to run your REI business, in one operating system
Pete was built inside a real flipping and wholesaling business, by operators who needed it to work in the real world. Capture leads, close deals, automate the busywork, and run your team, all in one place.
Stop duct-taping six tools together
Most investors run their business across a pile of disconnected apps. Pete puts it all under one login, so your leads, calls, deals, files, and numbers finally live in the same place.
One simple flow, from first lead to closed deal
Pete isn’t a pile of features to figure out. It’s one system that moves every deal through the same three steps, automatically.
Capture
Every lead from every source lands in Pete automatically and drops into your pipeline, ready to work. Nothing to import, nothing to chase down.
Work the deal
Call, text, email, and follow up from one place, while automations and AI agents handle the repetitive work so leads never go cold.
Close & report
E-sign documents, store every file on the deal, and watch your KPIs update in real time, so you always know what’s working.
Every lead and every deal, in one place
Stop losing deals in the cracks between apps and inboxes.
Capture leads from all your sources and move each deal through a pipeline you can actually see, from first contact to closing. Nothing slips through the cracks.
- Capture leads from every source automatically
- Track deal status and stage at a glance
- Dynamic project management for each deal
- One source of truth for the whole team
Reach every lead by call, text, and email
Follow up with every lead without lifting a finger for each one.
Launch call, text, and email campaigns to any list in Pete and let sequenced follow-up do the chasing. Every touch is logged to the lead automatically, recorded, and transcribed.
- Bulk and sequenced SMS, email, and voice campaigns
- Built-in phone system, on web and mobile
- Every touch auto-logged, recorded, and transcribed
- Work cold lists and nurture warm leads from one place
Know your numbers in real time
Stop guessing which lead source actually makes you money.
Track the metrics that actually drive your business with custom dashboards and reports. If it’s in Pete, you can build a KPI for it.
- Custom KPIs and dashboards
- Real-time analytics and reporting
- Track cost-per-lead, conversion, and source performance
- Data-driven decisions with no manual reports
Everything else, under one roof
The tools you’d normally buy separately, already built into Pete and connected to every deal.
Convo Inbox New
Every call, text, email, and voicemail grouped by person in one place, on web and mobile. Unread, missed, and voicemail filters show exactly what still needs a reply, yours or company-wide.
How it works
- Open the Convo Inbox from the web or the mobile app.
- Filter by Unread, Missed, or Voicemail to see what still needs a response.
- Open any thread to see the full history, grouped by person.
- Reply by call, text, or email right from the conversation.
Call Monitoring New
Step onto any live call. Listen silently, whisper coaching only your agent hears, or barge in to help. Switch modes mid-call, and every session is logged to the record.
How it works
- Open Call Monitoring to see the calls in progress.
- Pick a mode: Listen silently, Whisper to only your agent, or Barge in so everyone hears you.
- Switch modes live as the call unfolds.
- Leave when you're done; the session logs to the record.
Built-in Phone & SMS
Call and text from web or mobile. Every conversation logs to the lead, recorded and transcribed.
How it works
- Call or text any contact from the web or mobile app.
- Every call is recorded and transcribed to the lead automatically.
- Texts and calls log to the conversation history.
Automation & Workflows
Multi-touch follow-up, task creation, and reminders that run on autopilot so no lead goes cold, now with a visual workflow designer so you can see exactly how every automation flows.
How it works
- Go to Settings, then Workflows.
- Build a workflow on the visual canvas, one step at a time.
- Add conditions and actions to each step.
- Attach it to a phase status so it runs automatically.
E-Signature
Send and sign contracts and disclosures right inside Pete, attached to the deal automatically.
How it works
- Prepare a contract or disclosure in Pete.
- Send it for signature to the contact on the deal.
- Signed documents attach to the deal record automatically.
File & Photo Storage
Every document, photo, and contract lives on the deal record, organized and easy to find.
How it works
- Upload documents and photos to any deal or property.
- Everything stays attached to that record.
- Find any file from the property's activity.
Task Management
Assign work with clear owners and due dates, all linked to the deal so nothing gets dropped.
How it works
- Create a task and set an owner and due date.
- Link it to the deal or property it belongs to.
- Track what's open and what's done from the task list.
Web & Mobile
Run your whole operation from the office or your pocket. The rebuilt Pete Mobile app puts nearly everything you do in the field right on your phone.
How it works
- Update the Pete Mobile app to the latest version.
- Work leads, properties, and tasks from your phone.
- Capture photos and notes in the field, synced to the record.
Playbooks & SOPs New
Document how your team runs, right inside Pete. Build visual, step-by-step SOPs from a workflow or a doc, versioned and always one click away.
How it works
- Open Playbooks in Pete.
- Build a step-by-step SOP from a workflow or a doc.
- Share it with your team, versioned and one click away.
QuickBooks Sync New
Connect QuickBooks Online and sync your property financials into Pete automatically, so your KPIs are always accurate. No more double-entry.
How it works
- Connect QuickBooks Online in Settings.
- Map your property financials.
- Pete syncs the data so your KPIs stay accurate, with no double-entry.
Lead Sourcing Coming Soon
Find deals, buyers, and ARVs without leaving Pete. Pull motivated-seller lists, match buyers, run comps, and skip-trace owners, all in one workflow.
A team of AI agents working 24/7
Cover the work of a full support team without hiring one.
Pete’s AI agents handle the work humans usually do, answering leads, following up, summarizing calls, and coaching your team, around the clock.
- Front-Desk Finn answers and qualifies leads 24/7
- Rapid Reach Rose makes first contact in under 5 minutes
- Texting Taylor & Follow-Up Faye run your follow-up
- Summarizer Sid records and summarizes every call
See it all working together
Watch the complete walkthrough of Pete, start to finish. Then book a live demo and we’ll tailor it to your exact operation.
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