Guides

Find live Office Hours, recorded demos and support options for new DealMachine.

What DealMachine does, how the pieces fit together, and how to run your first search.

Sign in to new DealMachine and transfer your lists, leads and driving routes. Learn what moves and where to find your data.

Sign in, open Billing Settings and choose a current plan to reactivate your DealMachine account.

Type what you are looking for in plain language and let DealMachine translate it into filters.

The filter categories available, the operators each type supports, and how filters combine to narrow results.

Save a search to rerun later, build a static list from results, and use lists to include or exclude records.

How property and people search works: locations, filters, source types, and how results are counted.

Export search results or a list to CSV: choose the contact audience, filter contacts, and pick columns.

Follow an address to its recorded owner and reveal available phone or email matches. See credit details, limitations, and responsible-use guidance.

Check automatic date and time settings if the DealMachine mobile app cannot verify your account access.

Bring artwork, HTML or a design exported from Classic into the DealMachine postcard editor.

A tour of the people page: contact info, real estate portfolio, household, and investment insights.

A tour of the property page: ownership, financials, mortgages, liens, neighborhood, and comps.

How to get owner phone numbers and emails, what it costs, and how deduplication and DNC work.

Pull comparable sales or rentals for a property, tune the search area and criteria, and read the estimate.

See what a free DealMachine account includes, why some results are locked, and when you need a paid plan.

Learn how eligible offers add packages, keep their rates and share monthly data credits with your DealMachine plan.

Learn which actions use data credits, how records are deduplicated, and what happens when your monthly balance runs out.

Run rules automatically when something changes in a connected tool, with conditions, actions, and budgets.

How integrations work in DealMachine: connecting a tool, what they can do, and where to manage them.

Connect HubSpot to automatically enrich contacts with DealMachine data and keep them in sync.

Create an API key, enrich your property list, and understand API credits, rate limits and partial results.

Give AI tools like Claude direct access to DealMachine data through the Model Context Protocol server.

DealMachine’s built-in AI chat: search, look up records, enrich, and export with natural language.

Install the dm command-line tool, log in, and run searches, enrichment, and exports from your terminal.