How can we help?
Search the help center or browse the categories below
Getting Started
New to Searcher OS? Start here to learn the basics.
MCP Connection
NewConnect Claude, ChatGPT, or Cursor to your deal data.
Mark (Deal Associate)
NewYour AI associate that handles NDAs, CIMs, and broker outreach.
Navigator (AI Brief)
NewYour AI next-best-action brief on the dashboard and weekly email.
Deal Feed & Triage
How to review and triage deals from your feed.
Custom Broker URLs
Add broker websites to scrape into your feed.
Buy Box Setup
Learn how to configure your acquisition criteria.
Task Management
Using tasks to stay organized and follow up.
Pipeline Management
Master your deal flow with the Kanban pipeline.
Deal CRM View
Managing individual deals in detail.
CIM Intelligence
Upload and analyze CIMs with AI-powered insights.
CIM Upload & Analysis
Step-by-step guide to CIM upload and results.
My Network & Contacts
Managing brokers, lenders, and other contacts.
Financial Calculators
DSCR, SBA loan modeling, and deal analysis.
NDA Workflow
Requesting, tracking, and managing NDAs.
Letters of Intent (LOI)
Send a Letter of Intent from a deal and track it.
Email Beta Setup
BetaConnect Gmail or Outlook and auto-capture broker emails.
Reporting & Trends
Understanding your activity reports and streaks.
Accountability Metrics
Understand how your activity is tracked on the dashboard.
Data Export & Import
Export your activity report and import deals.
Billing & Account
Manage your subscription and account settings.
Buyer Profile
Edit your profile and the public page brokers see.
Notifications & Email Prefs
Manage alerts, the unread badge, and email settings.
Default Email Client
Fix the 'wrong app opens' problem when clicking Send Email.
Contact Support
Can't find what you're looking for? Get in touch.