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The Harbor bundle

Work the deal in Deal Harbor.
Service the note in NoteHarbor.

Deal Harbor is our CRM for real estate deal flow. NoteHarbor is the servicing back office for the notes you hold. Together they cover a seller-financed deal from the first conversation to the last payment, and the deal crosses from one to the other in a single click instead of a second round of data entry.

Two tools, one lifecycle.

Acquire

Deal Harbor

The CRM where deals are found and closed: leads, pipelines, offers, and e-signatures, built for real estate operators rather than a generic sales team.

usedealharbor.com

Service

NoteHarbor

Where the note lives after closing: penny-accurate amortization, payment posting, escrow, year-end tax forms, and a borrower portal, all on one integer-cents ledger.

What NoteHarbor does

How a deal becomes a loan.

  1. Step 1 · In Deal Harbor

    Mark the deal Won

    The borrower, the property, and the terms are already on the record you negotiated.

  2. Step 2 · One click

    Exit to NoteHarbor

    The deal's borrower, property, and note terms are sent straight to your NoteHarbor account.

  3. Step 3 · In NoteHarbor

    A new loan, ready to service

    The schedule is built by the same integer-cents engine as every other loan in your book.

No double entry

Terms are typed once, in the deal. If the same deal is sent again later, NoteHarbor recognizes it and returns the loan it already created.

One record, start to finish

The deal keeps a link to the loan it became, so a note's history starts at the first conversation, not at the closing table.

Priced as a pair

In the bundle, the Deal Harbor subscription is discounted and NoteHarbor stays at its regular price. Per-loan servicing fees are never discounted.

Pricing

The discount lands on the CRM.

Pair any NoteHarbor plan with Deal Harbor and the Deal Harbor subscription is 50% off. NoteHarbor stays at its regular price, and per-loan servicing fees are never discounted.

Deal Harbor plans and bundle prices
NoteHarbor plan prices in the bundle alongside the Deal Harbor discount
NoteHarbor planNoteHarbor in the bundleDeal Harbor subscription
Solo$40/mo (regular)50% off
Starter$69/mo (regular)50% off
Pro$119/mo (regular)50% off
Business$229/mo (regular)50% off

NoteHarbor prices are the same as on the pricing page. Per-loan servicing fees and add-ons are billed as usual.

Questions, answered plainly.

What moves from Deal Harbor into NoteHarbor?
When you send a Won deal, its borrower, property, and loan terms create a new loan in NoteHarbor. NoteHarbor builds the payment schedule itself on its servicing engine, so nothing about the math is copied by hand.
Does data sync both ways?
No. Deals move one way, from Deal Harbor into NoteHarbor, and only when you choose to send one. Payments, balances, and servicing records stay in NoteHarbor. The Deal Harbor deal keeps a link to the loan it became.
What happens if I send the same deal twice?
When the same deal is sent again later, NoteHarbor recognizes it and returns the loan it already created rather than starting a second one. Rental handoffs are not part of the connection yet; today it carries notes.
Is NoteHarbor discounted in the bundle?
No. NoteHarbor plans stay at their regular price and per-loan servicing fees are never discounted. The discount is on the Deal Harbor subscription: 50% off when it is paired with a NoteHarbor plan.
How do I set up the bundle?
Talk to us and we will get your Deal Harbor and NoteHarbor accounts connected and priced as a bundle.
The Harbor bundle: Deal Harbor + NoteHarbor | NoteHarbor