Frequently asked questions

What is Dealist? #

Dealist is deal packaging software for UK property sourcers. You add a property, analyse it across five investment strategies, and turn the result into an investor-ready PDF deal pack and a social Deal Card, in your own branding on Solo and Team (on Free the pack is watermarked and the card carries a Dealist badge). Tracking counts views, clicks and pack link clicks on each Deal Card, records the investors who leave their details, and counts the opens of each share link.

What is deal packaging software? #

Software for the stage after you have found a deal: it runs the numbers, builds the investor pack and shows you how investors engage with it. Dealist is deal packaging software built for UK sourcers.

Read the full guide to deal packaging software →

What is a property deal pack? #

A deal pack is the document a property sourcer sends to investors to present a deal: the property details, purchase price, refurbishment costs, projected end value or rental income, and the returns. Dealist generates deal packs automatically from your analysis as professional PDFs carrying your own branding.

Who is Dealist for? #

Property sourcers, deal packagers, and investors in the UK who present deals to others, whether you send two packs a month or twenty a week. If you currently build packs in Canva, PowerPoint, or Word, Dealist replaces that workflow with one that takes minutes.

How is Dealist different from PropertyData or a spreadsheet? #

PropertyData is a UK property market data and analytics service: when we checked its site on 15 October 2026, it listed local prices, rents, yields and growth among its data. That is research, at the start of the workflow. Dealist sits at the other end: once you have a specific deal, it analyses it across five strategies with correct three-nation stamp duty and packages it into deal packs, white-label on Solo and Team, and Deal Cards and share links whose views and opens are counted. A spreadsheet can model a deal, but it will not keep SDLT, LBTT, and LTT rules current, produce a white-label PDF, or show whether the deal you shared is being looked at. You can use a research tool and Dealist together.

Read our dated comparison of UK deal packaging tools →

Does Dealist work in Scotland and Wales? #

Yes. Dealist has real LBTT (Scotland) and LTT (Wales) calculation engines alongside SDLT for England and Northern Ireland, so deals anywhere in Great Britain and Northern Ireland get the right tax treatment, including additional-dwelling surcharges.

Does Dealist work outside the UK? #

No. Dealist is built specifically for the UK market. Stamp duty, area data, and deal conventions are all UK-specific by design. That focus is what makes the numbers trustworthy.

Which investment strategies does Dealist analyse? #

Five: Flip (buy, refurbish, sell), Buy-to-Let, BRR (buy, refurbish, refinance), HMO (room-by-room rental), and Serviced Accommodation. You can run the same property through several strategies on separate tabs and compare them side by side before deciding how to pitch it.

What is property deal analysis? #

Property deal analysis is working out whether a deal stacks: what it costs to buy and refurbish, what it will be worth or rent for, and what return that leaves after tax, financing, and fees. Dealist structures that analysis for you: editable assumptions, standard industry formulas for ROI, yield, and cashflow, and stamp duty calculated for the right UK nation.

Does Dealist calculate stamp duty correctly for Scotland and Wales? #

Yes. Dealist routes each property by postcode to the right tax: SDLT in England and Northern Ireland, LBTT in Scotland, and LTT in Wales, including additional-dwelling surcharges and company purchase rules. Postcodes that straddle a border are flagged so you can confirm the country explicitly.

What does the AI area intelligence include? #

For each postcode, Dealist fetches the area data, police.uk street-level crime included, then produces a plain-English AI summary covering the investment case, the neighbourhood, and the considerations an investor will ask about. The AI is told to use only the data supplied and to say when a dataset is missing.

Are the returns calculations accurate? #

The analyser uses standard industry formulas for ROI, gross and net yield, and cashflow, with every assumption editable: purchase costs, refurb, financing, fees, voids, and management. You stay in control of the inputs; Dealist makes sure the maths and the tax are right.

What should a property deal pack include? #

A good deal pack covers the property (type, condition, tenure and photos), the numbers (purchase price, every cost including stamp duty, the end value or rent, and the return), the evidence for them (comparables and risks), the area, the exit, your fee and terms, your contact details, and a disclaimer. From your analysis Dealist generates the headline figures, the financial breakdown with stamp duty, and the exit routes; where that data has been fetched it adds comparable sales, a risk assessment and an AI area report; and a legal disclaimer is on by default. The pack names the area, never the street address. Your photos, the condition, tenure, refurbishment schedule and fee terms come from you. The sections can be switched on and off and reordered: cover, summary, deal overview, property photos, investment highlights, investor pitch, financial breakdown, exit strategy, comparable sales, area intelligence, risk assessment, contact details, and legal disclaimer.

Can I white-label deal packs? #

Yes. On the Solo and Team plans, packs and share pages carry your logo, colours, fonts, and contact details, with no Dealist watermark. Solo includes 2 saved brand templates and Team includes 10, so agencies can switch branding per client. On the Free plan, packs are watermarked and use generic branding.

Can I choose which sections appear in a deal pack? #

Yes. Every pack is built from toggleable, reorderable sections: switch off what a deal does not need, reorder the rest, and on Solo and Team pick layout and theme options so packs match your style. Your choices are saved per deal.

How long does it take to create a deal pack? #

Minutes. Once a property is analysed, one click generates the PDF pack from your saved sections and, on Solo and Team, your saved branding. The slow part of packaging (laying out a document by hand in Canva or Word) disappears.

Can I email deal packs to investors from Dealist? #

Yes, on paid plans. Pick a property, add a personal message, and Dealist emails the PDF pack directly to your investor. No attachments to juggle.

What are Deal Cards? #

Deal Cards turn a deal into a social card in four platform-ready sizes: square and portrait for Instagram, landscape for LinkedIn, and story format for WhatsApp status. On Solo and Team the card carries your own branding; on Free it uses the default look with a Dealist badge. Each card links to a public deal page with your contact buttons, and every card reports its own views, taps, pack link clicks, and the investor leads it captures.

Can I control who sees a shared deal? #

Yes, on every plan. Share links can be password-protected and given expiry dates, and you can see how many times each link has been opened. Deals are private until you choose to share them.

How many brand templates do I get? #

Solo includes 2 brand templates and Team includes 10. A brand template stores a complete identity (company name, logo, colours, fonts, and contact details) and you can switch the template a pack uses, which suits sourcers packaging under more than one brand.

Do deal sourcers need to be registered or compliant in the UK? #

If the work is estate agency work, yes. Acting on a client's instructions to introduce them to someone who wants to buy or sell property, in the course of a business, is estate agency work under section 1 of the Estate Agents Act 1979, unless one of the Act's exclusions applies. If yours is, you must register with HMRC for anti-money laundering supervision before you trade and, for residential property, join an approved redress scheme (The Property Ombudsman or the Property Redress Scheme). Unless an exemption applies, a business that processes personal data must also pay the ICO data protection fee. Professional indemnity insurance is not a registration, but check your redress scheme's membership terms for it. Which duties apply depends on how you operate, so confirm yours with a professional adviser.

Read the UK deal sourcing compliance checklist →

Does Dealist handle compliance for me? #

No. Dealist is not a compliance service and does not register you with HMRC, a redress scheme, or the ICO. What it does do is include a legal disclaimer section in deal packs by default and keep your figures consistent and transparent, but staying compliant as a sourcer remains your responsibility.

How much does Dealist cost? #

Dealist has three plans: Free (3 watermarked deal packs, 3 AI area reports, and 10 properties per month), Solo at £39/month, and Team at £99/month. Annual billing gives you 3 months free on Solo (£348/year) and over 2 months free on Team (£948/year). Solo removes the watermark and adds unlimited packs and share links, white-label branding, and email to investors. Deal Cards and engagement tracking are on every plan.

How much does deal sourcing software cost in the UK? #

It depends on what you combine: tools for research, for analysis and for packaging can be separate products, each with its own plans, and some offer free plans or trials. Dealist covers the analysis and packaging side from £0: the Free plan packages real deals every month, Solo is £39/month, and Team is £99/month, with 3 months free on annual Solo billing.

Is there a free plan? #

Yes. The Free plan includes 3 watermarked deal packs, 3 AI area reports, and 10 saved properties every month, enough to package a real deal end to end before you pay anything. No card required.

Is there a free trial? #

There is no timed trial. Instead, the Free plan lets you package real deals every month for as long as you like before upgrading. Every paid plan is also covered by a 30-day money-back guarantee.

What is the money-back guarantee? #

Every paid plan comes with a 30-day money-back guarantee. Email support@dealist.co.uk within 30 days of your first payment to ask for a full refund. Refunds after that are at our discretion.

How does annual billing work? #

Pay for the year up front and the price drops: Solo is £348/year instead of £468 (3 months free), and Team is £948/year instead of £1,188 (over 2 months free).

Can I cancel my subscription any time? #

Yes. Cancel from your billing settings and your plan remains active until the end of the period you have already paid for. Your properties and packs stay in your account on the Free plan afterwards.

Is my deal data private? #

Yes. Your pipeline is visible only to you: deals are private unless you explicitly share them. Data is encrypted in transit and at rest, and accounts are isolated per user.

Can investors see my other deals? #

No. A share link or Deal Card shows only the deal you shared, on a clean public page with your branding and contact details. The rest of your pipeline stays private.

Can I export or delete my data? #

Yes. Dealist provides self-serve data export and account deletion in settings, in line with UK GDPR. Deleted properties sit in a 30-day recovery bin (paid plans) before permanent removal.

Who is behind Dealist? #

Dealist is a UK business. You can reach the team at support@dealist.co.uk.