Your step-by-step guide to closing more deals. Let's get you up to speed.
Welcome to DealForge! The first thing you'll see is the login screen. Here's how to get rolling:
The Forge tab is your home base. It's split into a few key areas:
At the top you'll see your daily scoreboard. The goal is simple: have more meaningful conversations today than you did yesterday.
Below the scoreboard is your lead list. Each lead shows their heat score (how hot they are to buy):
Heat scores auto-calculate based on timeline, urgency, how recently they engaged, and qualification %.
Click the "+ Quick Capture" button to add a new lead. Fill in their name, phone, and any notes. The more info you add, the smarter the app gets about prioritizing them.
Tap any lead in your list and Track Mode takes over the screen. This is where the magic happens.
At the top of Track Mode, you'll see the engine's suggestion — a smart, personalized message ready to send. It figures out where your customer is mentally (excited, price-focused, casual, guarded) and picks the right approach.
Log every interaction with one tap. No typing needed:
Toggle "Meaningful" for conversations that really moved things forward. These count toward your Beat Yesterday score.
See that credit card button at the top? One tap generates a secure credit application link for that customer. Copy it or send it right through your texts!
Need to follow up later? Hit Snooze and pick a time. The lead drops off your active list and pops back when it's time.
The Scripts tab is your playbook. 23+ ready-to-use conversation templates organized by situation:
Just search or filter by category, find the right script, and tap Copy to grab it. Paste it into your text, email, or DM.
This one's a game-changer. Toggle LOT MODE on and your favorite scripts appear as big, instant-copy buttons right at the top. You're on the lot, a customer walks up — one tap and you've got the perfect opener.
The Credit App tab is the fastest way to get a customer started on financing. No paperwork, no waiting.
Your Recent Links history at the bottom shows every link you've sent with live status badges: Active Submitted Expired
The Portal tab is your social media content machine. Create posts with images, generate trackable links, and capture leads when people click.
Each post gets a unique trackable link. When someone clicks it, they land on a clean page with your content and a lead capture form. Every click and form fill is tracked.
DealForge walks you through sharing step by step — copy the text, save the image, and post it. Works great for Facebook, Marketplace, and anywhere else.
See the big picture of your portal performance:
Every time someone fills out a lead form on one of your landing pages, they show up here as an Opportunity. These are warm leads who came to YOU. Follow up fast!
Don't know what to post? The Marketing tab generates a full week of content for you in one click.
🎯 Clear Path Marketing Engine →Hit Generate and the engine creates a fresh content run. All your runs are saved so you can go back and reuse the good stuff. You can even export as CSV to plan ahead.
If you're an admin, you get the Admin tab with full team management:
Here's the winning daily routine that top reps use with DealForge: