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SmartOMat Deal Builder
Internal tool · 2026 pricing
Lease (Rev Share)
Rental (Fixed)
Sale + Service
📁 Deals
💾 Save
Save as a NEW copy (don't overwrite the loaded deal)
Save as CLIENT default template (terms only — no property or revenue)
Save as MANAGEMENT default template (terms only — no property or revenue)
Save deal
Cancel
Client & Property
Client (owner relationship — groups repeat clients)
Management company (groups by managing firm)
Property name
Property street address — start typing to look up the full address
City
State
ZIP
Total apartment units
Total bedrooms (optional)
New construction (info only — shown on deal analysis)
Lessor / Owner name (for lease)
Management office address (optional — prefills the signing block on the contract)
Office city, state, ZIP
Signer name (optional)
Sales representative (shown on the document)
— none —
Revenue
Actual / month
Actual / year
Estimate
Actual gross $ / month
Actual gross $ / year
÷ 12 → monthly
Housing type
— Select housing type —
Families
Young working adults
Older working adults / non-family
Students
Senior citizens
Total units
Units w/ own W/D
Underwriting haircut (optional)
100%
80%
60%
Plumbed units (own washer/dryer) counted at half. Switch to Actual when you have real numbers.
Machines
+ Add machine type
Payment System
App only (CleanPay / ShinePay / PayRange)
Coin only
Coin + App (CleanPay / ShinePay / PayRange)
Add-Value Readers
Tap-to-Pay (Ultra Readers)
Free Vend (non-metered)
Payment system vendor (internal — for Zoho; never shown on client documents)
— pick vendor —
Kiosoft (CleanPay)
ShinePay
PayRange
ESD
Speed Queen
Vend prices per load (internal — for Zoho/inventory prefill; optional)
Washer $
Dryer $
Sale pricing (client-facing — for Sale deals)
App reader price (ea)
Coin box price (ea)
Payment Equipment
Speed Queen Insights — real-time monitoring (adds modem + gateway; goes in Exhibit A, runs alongside any payment system)
+ Add payment equipment
Structure
Term
60 mo
84 mo
Custom
Rates scale with term (longer = lower rate).
Revenue model
% + Floor
First-$ Split
Owner revenue share (%)
longer term supports a higher owner %
Apply performance floor
Performance floor ($/machine/day) — editable
↻ reset to suggested
First $/machine to SmartOMat
Owner % after first dollars (70–90%)
no performance floor in this model (different structure)
Signing bonus ($)
Amortize bonus (recoup from owner monthly)
Amortize over (months)
Charge 8% mobile-payment mgmt fee
Monthly collections ($) — for 8% calc
Add payment-system monthly charge
Usually one or the other.
Discount (machines only)
List
5%
10%
15%
Custom
Custom discount %
5% = 12+ pockets · 10% = competitive · 15% = approval
Service agreement (rate-locked term)
Service cost ($/machine/mo)
Service term (years)
Include the mobile-payment system free (waive its cost). Uncheck if the owner is purchasing it.
🔵 Owner may cancel any time after the first
months
Include SmartOMat 30-day service warranty (applies when no service agreement)
Contract Clauses
Defaults pre-set. 🔵 = add freely · 🟠 = needs approval before sending.
🔵 Describe equipment as "Brand New" Speed Queen
Include "zero plumbed units" statement
🔵 Auto-renew for fixed terms (HOA-style), then month-to-month
Number of renewal terms (each = initial term length)
🔵 Binding 24–48hr response SLA
🔵 Real-time machine availability monitoring (auto w/ Ultra/Insights)
🔵 3-strike replacement (same machine fault 3× in 3 mo)
🔵 Owner as additional insured + COI
Additional insured entity name(s)
🟠 Dryer vent cleaning
1×/yr
2×/yr
🟠 Subordination / SNDA (mortgage lender)
🟠 Waiver of subrogation
🟠 60-day startup trial termination
🔵 Owner-side termination / buyout
Buyout rate ($/machine/day remaining)
Below $1.40 needs approval.
Custom clause (🟠 auto-flags approval)
⚖️ Format as legal clause
Haul-away (qty)
Delivery est. ($)
Deal Analysis
Client Proposal
Lease
CONTACT
— needed to log as a NEW Zoho deal · last name + email OR phone (type to search existing Zoho contacts; never use fake emails)
📧 Email deal analysis to Jonathan
📋 Copy deal analysis
🖨️ Print / Save PDF
📧 Email
📌 Log to Zoho
🆕 Log to Zoho as NEW deal
← Back to analysis
For signing (Zoho Sign — fields auto-place)
📄 PDF — Zoho Sign
📝 Word — Zoho Sign
Clean copy (to share / preview)
📄 PDF — clean
📝 Word — clean
📌 Log to Zoho
🆕 Log to Zoho as NEW deal
← Back to analysis