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Investment Gateway — Match Deals to Investors

Investment Gateway tracks your investor contacts, referral partners, and featured properties — so you can match new deals to the right buyer or partner without scrolling your CRM.

Investment Gateway is the relationship-management layer of Rescover. Where Portfolio Finder helps you discover deals, Investment Gateway helps you turn those deals into transactions — by routing them to investors and referral partners, and by managing the relationships themselves.

The three sub-tools

Investors

Your investor contacts and their preferences. For each investor, you track:

  • Buying criteria (markets, property types, price range, cap rate floor, etc.)
  • Funding profile (cash buyer, lender, LTV preference)
  • Activity history (which properties you've shown them, which they bought, declined, viewed)

This lets you match a new property to the right investor in seconds rather than scrolling your CRM.

Referral Partners

Other professionals you partner with — co-listing agents, lenders, property managers, contractors. Track:

  • What they specialize in
  • Referrals sent / received with each
  • Conversion / close rates if you log outcomes

Useful for managing the "who do I send this deal to?" decision when a property fits multiple partners.

Featured Properties

Specific properties you've designated as "highlight" — surface to investors and referral partners as a featured slot on their landing page or in scheduled emails.

Configure under Settings → Investment Gateway

Several settings shape Investment Gateway behavior:

  • Agent Roster — who in your team is available to handle inbound investor leads
  • MLS Access — connects your MLS so the Gateway has listings to surface
  • Default Contact Info — what shows up as the contact on Gateway-generated pages
  • Default Search Area — primary market the Gateway scopes around
  • Lead Assignment — rules for routing inbound investor leads automatically

Tips

  • Capture criteria early. The first time you talk to an investor, populate their Investor record with their buying criteria. This is what makes the matching automation pay off.
  • Mark Featured Properties strategically. Don't featurize everything — pick deals you actually want to push.
  • Track outcomes. Log declined / closed / pending on each property-to-investor interaction. The Gateway's matching gets smarter the more data it has.