Become the agent every investor calls first.
Send a branded, data-sourced deal analysis before you leave the showing — checked against that client's own Buy Box, with every assumption labeled.
Screen deals free with no card. Agent Pro is a separate plan for client workflows; cancel anytime.
The commission math
One closed investor deal pays for this many times over.
A typical buy-side commission on a $250,000 investor purchase runs in the thousands of dollars — and investors, unlike most buyers, purchase again and again. Agent Pro is $59.99/month. If being the agent with the underwrite in hand wins you a single additional investor deal a year, this is not a close call.
Commission figures depend on your market, brokerage split, and representation agreement — run your own numbers; that habit is rather the point.
How agents use TrueCap
Four parts of a faster, more credible investor-client workflow.
Review the investment case at the showing
Paste the address, review the assumptions, and see selected-rule fit, cash flow, cap rate, cash-on-cash return, and DSCR while the property is still in front of you.
Keep a Buy Box for every investor client
Maintain a client roster, attach acquisition criteria to each buyer, assign deals, and let TrueCap screen the same property against the right investor's targets.
Send a co-branded analysis clients can review
Share a polished PDF or co-branded deal link with the assumptions, selected-rule fit, projections, and context for that buyer.
Keep every starting assumption transparent
Start from visible HUD rent, FRED rate, and state tax defaults, then edit the financing and operating assumptions for the client before presenting a result.
The agent workflow
- 1Open TrueCap on your phone or laptop at the showing.
- 2Paste the listing address. Rent, mortgage rate, and property tax auto-fill from HUD, FRED, and state data.
- 3Adjust the financing for your specific client (different down payment, DSCR-loan rate, etc).
- 4Run the analysis, then review selected-rule fit, the Offer Ceiling, and downside before presenting the result.
- 5Assign the opportunity to the right client, then send a co-branded link or report.
Why agents pick TrueCap over a spreadsheet
- Speed. Build the first-pass underwrite from the address while the property is still being discussed.
- Defensibility. Show the source and assumption behind each starting number, then edit it for the client's financing.
- Client context. Maintain per-client Buy Boxes and show the specific reason a property meets or misses selected criteria.
- Brand presence. Put your logo, colors, and contact details on share links and reports.
- Continuity. Assign opportunities to a client and keep the investment conversation organized.
Share-ready resources for investor clients
When a client asks “is this a good deal?” the cleanest answer cites the math: send them the 60-second underwriting workflow, the explainer on what counts as a good cap rate in 2026, or the standalone cap rate and DSCR calculators. They land on a single, well-cited page — better than a long email reply.
Put the calculators on your own website
Every TrueCap calculator can be embedded on your site with a one-line snippet (with “Powered by TrueCap” attribution) — a working cap-rate or DSCR calculator on your agent site keeps investor visitors on YOUR page instead of sending them off to research alone. Grab the snippet from the “Embed this calculator” block on any free calculator page.
Land the investor client: three scripts that work with an analysis attached
- 1 · Reactivate a cold investor lead. “Hi [name] — a [3-bed in Zip/area] listed this week and it screens better than most of what we looked at in [month]. I've attached my underwrite: rent benchmark, cash flow, and the modeled price threshold under your selected targets. Worth 15 minutes this week?”
- 2 · Follow up after a showing, same day. “Before you get ten opinions from the internet: here's the analysis for [address] — every assumption is labeled and you can change any of them. At asking it [meets / misses] the selected rules; the Offer Ceiling shows the modeled threshold for those targets. Tell me which assumption you'd challenge.”
- 3 · Introduce yourself to an investor you want. “I work with rental investors in [market] and I underwrite every property before I send it — attached is a sample analysis so you can see exactly how I evaluate deals. If you tell me your buy criteria, everything I send you will already be screened against them.”
All three work because the attachment does the arguing. The analysis is the asset; the message is just the handshake.
Turn a showing into a clear acquisition conversation.
Free covers the first screen. Agent Pro adds client rosters, per-client Buy Boxes, deal assignment, co-branded analysis, and the full Pro decision workflow.
$59.99/month · $590/year · 14-day trial for new subscribers · client roster included