Invoicing, payment links, and automated billing — built into the same platform that manages your deals.
Send invoices, collect payments, and track every dollar — without leaving your CRM.
Generate professional invoices directly from any deal record. Pull contact info, deal details, and amounts automatically. Send via email or SMS in seconds.
Create shareable payment links for earnest money deposits, assignment fees, and consultation retainers. Collect funds before the meeting ends.
Set up automated recurring charges for coaching clients, JV partners on retainer, or monthly service agreements. Billing runs itself.
Every payment is tied to the corresponding deal in your pipeline. Know instantly what's been paid, what's pending, and what's overdue — no spreadsheet required.
Most investors lose time — and sometimes money — because their payment tools don't talk to their CRM.
The typical real estate investor's payment workflow looks like this: Stripe for processing, QuickBooks for invoicing, a spreadsheet to track which deal has been paid, and a VA to reconcile it all at the end of the month. Each tool has its own login, its own fee structure, and its own data silo.
REI Unlock brings payments into the same system that manages your contacts, pipelines, and automations. When a seller accepts your offer, you can send an earnest money payment link from the same screen. When the deal closes, the invoice generates automatically. When your JV partner is on a retainer, billing runs without you touching it.
The result: fewer errors, faster collections, and a complete financial picture tied to every deal in your pipeline.
From first offer to final close, payments show up at every stage of the deal cycle.
Send a secure payment link the moment a seller signs. Collect EMD before anyone changes their mind.
Invoice your buyer for the assignment fee at close. Auto-generate from deal data — no manual entry.
Bill coaching clients on a recurring monthly basis. No more chasing payments or sending reminder texts.
Track joint venture agreements and send payment summaries directly to partners with full deal context.
| Capability | Separate Tools | REI Unlock |
|---|---|---|
| Invoice generation | QuickBooks ($30/mo) | ✓ Included |
| Payment processing | Stripe (2.9% + 30¢) | ✓ Included |
| Tied to deal pipeline | Manual reconciliation | ✓ Automatic |
| Recurring billing | Separate subscription | ✓ Included |
| SMS payment links | Not available | ✓ Included |
| Payment notifications | Email only | ✓ SMS + Email |
Stop chasing checks and juggling apps. Get paid faster — right inside your CRM.
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