Revamp365 knowledge base

Revamp365.ai is a SaaS operating system for real estate investors. It combines deal sourcing, property analysis, owner data, and outreach automation in one platform so investors can find deals, run the numbers, and close — instead of juggling separate tools. It covers MLS and off-market inventory, instant comps/ARV and rehab math, skip tracing, AI voice agents, an investor CRM, and automated offers, with nationwide property coverage. Revamp365 is a software company and SaaS platform, not a real estate brokerage. Start free with starter usage credit (no card required); paid Pro+ and Dealmaker Syndicate plans are available. Current prices: https://revamp365.ai/kb/pricing.

Every page here is generated live from the Revamp365 platform — pricing from the billing system, how-to guides from the Help Center — so it is always current.

Sections

• What Revamp365 does — features, investor strategies, tools, and resources.
• Pricing — plans, pay-as-you-go credits, and usage rates.
• FAQ — common questions about Revamp365.

How-to guides by topic

• Getting Started with Revamp365 (3 guides): What is Revamp365?; How to Create Your Revamp365 Account and Get Set Up; Navigating the Revamp365 Dashboard and Main Menu
• Property Search › Unlisted Property Search (3 guides): What Unlisted (Off-Market) Property Search Is; Running Your First Off-Market Property Search; Import a Property List from CSV and Map Columns
• Property Search (14 guides): Push a Property List Into the Contacts CRM as Contacts; Troubleshoot a Property Search That Returns Zero Results; Save an MLS Search and Turn On Alerts for New Matches; Filter Unlisted Property Search by City, County, and ZIP; Filter Off-Market Properties by Equity, Absentee, and Vacancy; Filter for Tax-Delinquent and Probate Properties in Unlisted Search; Save a Property Search as a Reusable List You Can Return To; Add Selected Search Results to a Property List; Export a Property List as CSV for a Mail House or Dialer; Skip Trace a Saved Property List for Owner Phones and Emails; Search Active and Pending MLS Listings; Filter MLS Listings by Days on Market, Price Drops, and Status; View Comparable Sales (Comps) for a Listing or Property; Find the Real Owner Behind a Corporate Property
• Property Search › MLS Listing Search (1 guide): What MLS Listing Search Is and How It Works
• Contacts CRM (18 guides): What the Contacts CRM Is; Adding and Importing Contacts; Import Contacts from CSV and Map Columns Correctly; Find and Merge Duplicate Contacts; Preview and Validate a Contact CSV Import Before Committing; Skip-Trace a Single Contact; Use Tags, Saved Views, Filters, and Lists to Organize Contacts; Create and Complete Follow-Up Tasks on Contacts; Read Skip Trace Results and Choose the Best Phone Number; Edit a Contact's Name, Phone, Email, and Mailing Address; Add a Property to a Contact Record; Use the Contact Timeline for Calls, Texts, Notes, and System Events; Add, Pin, and Manage Notes on a Contact; Set a Contact's Lead Status and Lead Temperature; Snooze or Reschedule a Follow-Up Task; Add, Rename, or Remove CRM Lead Statuses | Revamp365.ai; Who Did This? Reading the Actor Label on the Contact Timeline; Send leads into Revamp365 from Zapier, Make, Carrot, or custom forms
• Pipeline & Deals (7 guides): What the Deal Pipeline Is in Revamp365; Creating and Managing Deals in Your Pipeline; Filter the Pipeline Board by Stage, Value, and Activity; Customize Pipeline Stage Names and Colors; Move Deals Between Stages and Bulk-Update the Pipeline; Add ARV, Repair Estimate, MAO, and Profit to a Deal; Track Contract Dates, Closing Milestones, and Won or Lost Deals
• SMS & Text Messaging (15 guides): What SMS Texting in Revamp365 Is; Send Your First Text Message From the Conversations View; Mark a Contact DNC and Understand STOP Opt-Outs; Read SMS Delivery Statuses and Fix Failed Messages; Activate Texting With the Trust Center A2P Checklist; How to Fix a Rejected A2P 10DLC Campaign; Run an SMS Blast Campaign; Build an SMS Drip Sequence; Campaign Sending Windows, Quiet Hours, and Daily Caps; Pause, Resume, and Monitor a Running Campaign; Create a Compliant Opt-In Proof Page for A2P Review; Pick Contacts for a Voice or SMS Campaign; Read SMS Campaign Analytics: Sends, Delivery, Replies, and Outcomes; Hand a Cadence Reply to an SMS AI Agent: How the Toggle Behaves; A2P 10DLC registration: get approved to send SMS in the U.S.
• AI Voice & Chat (17 guides): How to Build AI Voice Campaigns for Real Estate | Revamp365.ai; How to Build an AI Voice Agent for Real Estate (Templates) | Revamp365.ai; Build a Custom AI Voice Agent from Scratch | Revamp365.ai; AI Assisted Voice Agent Builder for Real Estate | Revamp365.ai; Place a Test Call to an AI Voice Agent; Assign an AI Voice Agent to Answer an Inbound Number; Provision a Phone Number for SMS and AI Voice; Read AI Call Transcripts, Recordings, Summaries, and Post-Call Analysis; Write a System Prompt That Keeps Your AI Voice Agent On Track; Configure Post-Call Analysis Fields for an AI Voice Agent; Add Knowledge Base Documents to an AI Voice Agent; Publish, Unpublish, Duplicate, and Archive AI Voice Agents; Set Up Transfer-to-Human Rules for an AI Voice Agent; Transfer an Existing Phone Number to Revamp365; Set Up and Customize an AI Voice Campaign; Set Up and Customize an AI Voice Workflow; AI Voice Agents: build, train, and launch your first voice agent
• Offer Bot (13 guides): Generate an Offer From an MLS Listing With Offer Bot; Upload a Fillable PDF Offer Template Into Offer Bot; Write an Offer Bot Cover-Email Template With Merge Tags; Resend or Cancel an Offer Packet; Map MLS Listing Fields Into an Offer PDF; Place Signature and Initial Blocks on an Offer; Send and Track an Offer Packet's Signing Status; Review Sent Offers in Offerbot Logs; Set Up Your Offer Bot Signing Profile; Send an Agreement by Text, Email, or Both; What Your Signer Sees: Signing an Agreement From a Text; Customize the Link Preview on Your eSign Texts; Offer Bot: send priced MLS offers from a saved list
• Scheduling & Booking (5 guides): Real Estate Booking & Scheduling Software Guide | Revamp365.ai; Use the Scheduling Calendar and Set Up Event Types; Connect Scheduling to an AI Voice Agent; Booking Confirmations, Reminders, Cancellations, and Rescheduling; Create and Share a Booking Link So People Can Self-Schedule
• Integrations & Apps (31 guides): Create Your Website With AI; Read Inbound Lead Logs and Retry Failed Leads; Map Inbound Lead Fields to Revamp Contact Fields; Connect Carrot Website Forms to Revamp365; Edit Your Website; Connect Jotform, Google Forms, or Any HTML Form to Revamp365; Preview an Inbound Lead Payload Without Creating a Contact; Secure Inbound Lead Webhooks With HMAC Signature Verification; Choose Which Contact Events Are Sent Through an Outbound Webhook; Rotate an Outbound Webhook Signing Secret Safely; Connect a Podio App to Revamp365 in the CRM Sync Wizard; Use CRM Sync Conditions to Filter Which Records Sync; Pause, Resume, and Troubleshoot a CRM Sync Connection; Troubleshoot Lead Capture From a Hosted Compliance Website; Connect Make.com to Revamp365 Inbound Lead Webhooks; Choose Inbound and Outbound Podio Sync Events; Create an Outbound Webhook Destination; Customize Hosted Website Branding, Sections, and Compliance Copy; Domains and Hosting for Websites; Connect a Domain You Own to Your Website; Add DNS Records for Your Website Domain; Claim Your Included Website Domain; Map Podio Fields to Revamp Contact Fields; Read Inbound and Outbound CRM Sync Logs; Read Outbound Webhook Delivery Logs and Retry Failed Deliveries; Verify the HMAC Signature on Outbound Webhook Deliveries; Outbound webhooks: stream contact events to your own systems; Connect and sync your Podio CRM; Send Revamp365 contact events to Zapier, Make, or a custom webhook; Using the Property Data API; CRM sync: two-way Podio integration and Salesforce read-only
• Affiliate Program (1 guide): How affiliate commissions work
• Automations (4 guides): Automation Building Blocks: Triggers, Conditions, and Actions; Read Automation Run Logs and Fix Failed Runs; Create Your First Automation; Why the Automations Logs Tab Doesn't Show Everything That Ran
• Account & Billing (3 guides): Understand Billing, Usage, and Overages; Update Your Email, Password, and Notification Preferences; Connect or Change the Credit Card on File for Billing
• Help Center (2 guides): Search the Help Center and Bookmark Useful Guides; Track Your Help Center Reading Progress and Knowledge Score
• Resources (6 guides): Use the Market Data Tool to Research a Market; Use the Property Calculator to Run Deal Numbers; Use Revamp University Training Alongside the Help Center; Generate a Proof of Funds Letter; Use the Instant Comp Tool to Get Fast Property Comps; Use the Legislation Tracker to Follow Real-Estate Legislation
• Workflow Playbooks (8 guides): Playbook: Unlisted Search to SMS Campaign to Won Deal; Playbook: Follow Up Automatically After Missed Calls; Playbook: Update Lead Status From AI Voice Call Outcomes; Playbook: Build a Booked-Appointment Reminder Workflow; Playbook: Build a Cold-Lead Nurture Workflow With SMS Drips and Automations; Playbook: Build a Seller-Lead Qualification Workflow; Playbook: Carrot Lead to AI Voice Follow-Up to CRM Update; Playbook: Direct-Mail List to Skip Trace, SMS, and Pipeline
• Wholesale Toolbox (3 guides): Manage My Deals: Upload and Track Wholesale Properties; Run an Email Blast to a List of Contacts; Use Buyer Search With Your Deal Pipeline to Find Cash Buyers
• Integrations (1 guide): How to connect Zapier to Revamp365