FreedomSoft is an all-in-one lead conversion platform built specifically for real estate investors. Instead of juggling 5+ different software tools and trying to make them work together, FreedomSoft provides everything you need in one place — lead generation, marketing, contact management, follow-up automation, websites, phone and email systems, deal analysis, contracts, electronic signatures, and even free iPhone and Android apps.
Whether you’re a solo investor or managing a team, FreedomSoft streamlines your operations so you can focus on running your real estate business, not playing part-time IT manager.
The FreedomSoft Dashboard
The main dashboard (pictured below) was designed to flow left to right:
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Tools & Marketing Tabs: Where deals begin, generating leads and creating lead lists.
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Leads Tab: Manage and organize leads, handle marketing, and actively follow up to convert prospects into deals.
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Properties Tab: Manage the dispositions side — from under contract through to closing.
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RehabbersGPS Tab: Access the Rehab Estimator and Deal Analyzers to quickly and accurately run deal numbers.
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Buyers Tab: Store your entire buyers list for easy contact when new deals are under contract.
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Contacts Tab: Save business contacts like title companies, contractors, and property managers.
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Reports Tab: Generate usage reports for FreedomSoft’s internal phone system.
Settings Overview
Hover over your name at the top of the screen and click Settings to access FreedomSoft’s “behind the scenes” features.
Here is a quick recap of the Settings area in FreedomSoft:
- Company Profile - From this page, enter your company info for billing purposes or edit the email address tied to your account. Click the little pencil icons to edit and make changes to anything on this page.
- Subscription and Billing - Update and edit your FreedomSoft subscription along with your credit card(s) on file.
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Manage Accounts - You will only see this page if you have a FreedomSoft Coach account. This is where you can track all of your student sales.
- If you have students or an audience and you would like more info on FreedomSoft Coach Accounts, please email support@freedomsoft.com and our team will be happy to assist with any questions you may have.
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People - Add team members to your account and control their permissions and access levels. You may have team members who only need access to parts of your account—this page allows you to fully customize those permissions,
- To learn how to add People to your account, CLICK HERE.
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Templates - There are 3 types of templates that can be managed in FreedomSoft: Document Templates, Email Templates, and Direct Mail Templates.
- To learn how the internal Contract and Document generator works, CLICK HERE and HERE.
- To learn how FreedomSoft's Direct Mail system works, CLICK HERE.
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Custom Fields - FreedomSoft works right out of the gates—no customization needed. However, we realize how important it is to have the ability to customize your account. Custom Fields provide the flexibility to choose what information you can save on your sellers, buyers, and contacts.
- To learn how to edit Custom Fields, CLICK HERE.
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Phone - Manage FreedomSoft’s internal phone system from this page. Here you can add new phone numbers and edit the settings associated with those numbers.
- To learn how to add and manage phone numbers, CLICK HERE.
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Call Automation - Navigate here to set up and edit call automations. Once built, connect a call automation to any or all of the phone numbers in your account.
- To learn how Call Automation works, CLICK HERE.
- To learn how our advanced Call Automation works for teams, CLICK HERE and HERE. These automation options come with our Grow and Scale account levels.
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Workflow Automation - In FreedomSoft, you will manage your prospects and leads by Status. This keeps everything organized whether you have 10 or 10,000 records in your account.
- To learn how Workflow Automation works, CLICK HERE.
- Zapier Integration - FreedomSoft’s Zapier integration allows you to connect with just about any 3rd party tool. To see a full list of the possible triggers and actions, log in to your Zapier account, create a new Zap, and select FreedomSoft for both the trigger and the action. Then you will see the options available to you in the drop-downs.
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Websites - Navigate here to add and edit your FreedomSoft websites.
- To learn how websites work, CLICK HERE.
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Web Forms - View, edit, and build web forms to capture inbound leads. The 3 most common lead types for real estate investors are Seller Leads, Buyer Leads, and Private Lender Leads.
- To learn how web forms work, CLICK HERE.
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Domains - Store and manage your domains on this page (whether you own the domain through FreedomSoft or not).
- To learn more about Domains, CLICK HERE.
Why It Matters
FreedomSoft equips you with the tools to run your entire real estate investing operation — from generating leads to closing deals — no matter the size of your business. Whether you’re on your own or managing a team of 25+, FreedomSoft gives you the structure to succeed.