Pete
Pete® REI — Features
Built by Investors, For Investors

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.

Spreadsheets A separate phone/SMS app A generic CRM E-sign tools File storage Reporting dashboards → Just Pete
How Pete Works

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.

1

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.

2

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.

3

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.

Lead & Deal Management

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
Lead management walkthrough · 9:34
Campaigns & Outreach

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
Campaigns walkthrough · 8:12
KPIs & Dashboards

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
KPIs & dashboards walkthrough · 5:24
One Login

Everything else, under one roof

The tools you’d normally buy separately, already built into Pete and connected to every deal.

Built-in Phone & SMS

Call and text from web or mobile. Every conversation logs to the lead, recorded and transcribed.

Automation & Workflows

Multi-touch follow-up, task creation, and reminders that run on autopilot so no lead goes cold.

E-Signature

Send and sign contracts and disclosures right inside Pete, attached to the deal automatically.

File & Photo Storage

Every document, photo, and contract lives on the deal record, organized and easy to find.

Task Management

Assign work with clear owners and due dates, all linked to the deal so nothing gets dropped.

Web & Mobile

Run your whole operation from the office or your pocket. Pete goes wherever the deal does.

AI Agents

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
Meet all the Pete Agents →
AI agents walkthrough · 8:16
Full Walkthrough

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.

Full product walkthrough · ~30 min

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