CRM KitsReal estate investors and wholesalers
Every seller lead, from first call to close.
A seller deal desk for real estate investors and wholesalers: every lead from driving for dollars, direct mail, referrals, cold calls and online forms with the follow-up cadence you set, a deal sheet of your own numbers, the contract and the title company's status, and the cash buyers each deal went out to. Every figure stays exactly as you recorded it. Cornerlot never calls a number a valuation, computes no offer and promises no profit, and it keeps lockbox codes, logins and seller identifiers out.
See overdue follow-ups and closings to watch first.
A ticker of today's counts, then the follow-ups due by tomorrow with the last touch and your cadence, and the contracts whose closing date passed or falls within 7 days with the title company's status and the end buyer. Below, the seller deal pipeline from new lead to assigned or closed and dead, each deal with its lead source and a mini deal sheet as recorded.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Deal desk operating view
- Seller leads operating view
- Deal sheets operating view
- Cash buyers operating view
- Dispositions operating view
- Contracts operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable deal and buyer checklists and preserved row history
four pipelines
- Seller deals · 7 stages
- Cash buyers · 7 stages
- Dispositions · 7 stages
- Contracts and title · 8 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New lead intake
- Seller follow-up
- Walkthrough prep
- Offer follow-up
- Contract to title
- Cash buyer intake
- Proof of funds
- Buyer send check
- Title check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Seller property information
- Cash buyer buy box
- Walkthrough appointment request
- Deal sheet
- Buyer deal package
- Contract to close checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 18 fictional seller deals and 7 cash buyers: three new leads, three contacted, two with a walkthrough set, two with an offer made, four under contract, two assigned or closed and two dead, with 46 touches and 13 buyer sends. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set business name, descriptor and the names of the Seller deals and Cash buyers pipelines. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected deal and buyer creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse codes, logins, seller identifiers and bank details, keep a deal from turning into a buyer record, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional; add the Cash buyers pipeline to keep a buyer list.
One contact-linked seller deal holds the property as typed with its parcel number, type, beds and baths and size, the seller, the lead source and list, the lead date and follow-up cadence, the walkthrough, the deal sheet figures as recorded, the contract and closing dates, the title company and its status as reported, the planned exit, the end buyer, the outcome, touches, buyer sends and an editable checklist. One contact-linked cash buyer holds the buy box as the buyer gave it and the date proof of funds arrived.
Cornerlot records what you wrote down. It never calls a number a valuation or an appraisal, computes no offer or maximum allowable offer, promises no profit and gives no legal, tax or financial advice, and it makes no claim about whether a contract may be assigned. It does not pull comps, skip trace, read the MLS or any portal, send mail, texts or calls, match buyers, review proof of funds or contact a title company. Lockbox, Supra, door, gate, garage and alarm codes, MLS and portal logins and passwords, Social Security numbers, dates of birth and card and bank numbers are refused in recorded text and in the native form drafts, while addresses, labelled parcel numbers, lot and unit numbers, sizes, prices, dates and phone numbers are kept.
Four optional pipeline templates and nine inactive workflow drafts. 18 fictional in-memory seller deals and 7 cash buyers.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Cornerlot keeps its dark top bar, numbered desk tabs and plat line across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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