DealMemory
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Deal-matching for commercial real estate

Turn messy call notes into matched deals.

Paste a broker's call note. DealMemory extracts the structured facts, seals client identities in an encrypted vault, and ranks buyer-to-seller matches with a compatibility score you can actually explain.

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5 leads and 5 extractions to try it out — no card required.

DealMemory · Matches
Top matches
14 MATCHES
84
/ 97
Compatibility score i
BUYER
Meridian Capital Partners C-102087
× SELLER
Brookfield Yards LLC C-101990
NEW
A value-add office buyer with capital in hand, matched to a repositioned Austin tower priced under replacement cost.
Strengths  asset type office; Austin submarket overlap; price within band; 1031 timeline aligns
Concerns  buyer prefers stabilized assets; this tower is 78% occupied
? Missing info  seller's cap rate not stated
Next  Open both leads and confirm the occupancy assumptions before you call.
Compatibility score indicates data compatibility, not a prediction or guarantee of any transaction.
Set status
open buyer open seller
The workflow

From a messy note to a matched deal, in one pass.

No forms to fill, no fields to remember. You paste what you heard on the call — DealMemory does the structuring.

01

Paste the call note

Pick seller or buyer, drop in the raw note exactly as you took it — half-sentences, guesses, and all. One button starts the extraction.

Seller Buyer
Broker call note
spoke w/ the Kellner group — older industrial flex out near Mesa, ~60k sf on 3 acres. want to sell, thinking high 4s, could be 4.2M. mostly leased, one big tenant rolls next year. 1031 money they need to place…
Extract
02

At extraction, identities go to the vault

The moment a note is parsed, names and phone numbers are peeled off and sealed in a per-firm encrypted vault. Only a pseudonymous C-###### code and the structured deal facts move on to matching.

Names & phone numbers
The vault
Pseudonymous codes
Jordan Vale(602) 555-0148
Marcus Ellery(512) 555-0193
Priya Nandakumar(303) 555-0027
Sealed
● OPEN LOCKED
CODEC-100482
CODEC-100517
CODEC-100633
Per-firm vault
Only your workspace can open it. Identities never touch the matching engine.
Pseudonymous
Every lead carries a stable C-###### code so you can share deal data safely.
Never for training
Your book is yours. It's never used to improve another workspace's matches.
03

Review only what's uncertain

Clean fields save silently. Anything the model is unsure about is flagged with the reason and the exact words from your note — so you confirm in seconds, not minutes.

NEEDS REVIEW
sorts to the top of your library
asking price
suspect_low · looks like a round-number guess
note says: “thinking high 4s but honestly not sure, could be 4.2M”
$
4,200,000
04

Matches you can explain

Every pair gets a Compatibility score from 0 to 97 — the overlap of confirmed facts, with the strengths, concerns, and missing info spelled out. Pairs missing a key fact are capped until you confirm it.

71
/ 97
Compatibility score i
BUYER
C-100742
× SELLER
Delgado Holdings C-100917
NEW
Strong location and asset fit — but the seller's asking price is still unconfirmed.
Strengths  industrial asset match; Phoenix metro overlap; unit-count range fits
Concerns  buyer excludes flex space; some of these units are flex
? Missing info  asking price flagged suspect_low; square footage blank
Next  Confirm the flagged asking price on the seller lead to lift the score cap.
Score capped — confirm the flagged fields on the lead, re-save, and this pair re-scores automatically.
Compatibility score indicates data compatibility, not a prediction or guarantee of any transaction.
Set status
open buyer open seller

The Compatibility score indicates data compatibility, not a prediction or guarantee of any transaction.

05

Act, then export — safely

Work the match, set its status, and when you need the data elsewhere, export share-safe files — the C-###### code plus structured fields only, no client identities or note text.

NEW
VIEWED
CONTACTED
Share-safe export

No client identities or note text. Safe to share; join on lead_id.

Download Leads (share-safe) Download Matches (share-safe)
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© 2026 DealMemory. Compatibility score indicates data compatibility, not a prediction or guarantee of any transaction.