Every deal to the right investor. Every fee protected.
SourceDesk matches each deal to the investors whose criteria it fits, gets the NDA signed before the address goes out, and shows you who actually opened the brochure. Built by a working sourcer, for sourcers.
Pay once, no monthly fee. Runs on your own computer or server, so your investor list stays yours.
- £0 / monthPay once, no monthly fees
- Your serverYour investor data stays with you
- LifetimeEvery future update included
- UnlimitedUsers, deals and investors
Deals don't die for lack of buyers. They die in the spreadsheet.
"Who wanted HMOs in Nottingham again?"
Investor criteria sit across WhatsApp chats, notebooks and a spreadsheet nobody updates. The right buyer for this deal is in there somewhere.
"Did they sign the NDA before I sent it?"
The address went out, the investor went direct to the vendor, and the fee went with them. Paperwork that lives in an email thread doesn't protect anyone.
"Did anyone even open it?"
You sent the pack to twelve people. You have no idea who read it, so you chase everyone or no one, and the deal goes stale.
Everything a sourcing business runs on, in one place
Drop in a brochure. Get a deal.
Upload a PDF deal pack, or several at once, and SourceDesk reads it: address, postcode, region, asking price, property type, strategy, discount, yield and rent. Check it, press save, and the deal is in your pipeline with the brochure attached.
- Works on designed brochures and on scanned packs
- Several brochures in one go, each reviewed before saving
- The brochure's text becomes searchable, so you can find any deal by any detail in it
Scan a business card. They're in your CRM.
Met an investor at a networking event? Take a photo of their card on your phone. SourceDesk reads the name, job title, company, email, phone and website, and files them as an investor, sourcer, seller or partner in one tap.
- Works offline in a basement venue, and saves the card until you have signal
- Reads QR codes and iPhone photos
- Sends a ready-written WhatsApp or text intro, and saves them to your phone's contacts
- Prefer talking? With the optional AI switched on, dictate a new contact or deal and it fills the form
Intelligent matching: every deal to the right investors
Add a deal and SourceDesk scores it against every investor's buying criteria: area and postcode districts, property type, strategy, budget, the discount they insist on and how they fund. It shows who fits, and exactly why.
- Respects every "no": excluded areas, off-market only, own mandates only, too big for the budget
- Several buying briefs per investor, each matched separately
- Every match explained in plain words, with a fit score
- The dashboard and weekly planner list the best matches you haven't sent yet
- Ask questions in plain English: "who wants HMOs in Leeds under £250k?"
Send deals and see who opened them
Email a deal to the investors it matches, or send it by WhatsApp. Each investor gets their own private brochure link, so you see who opened it, when and how often, and you can revoke a link in one click.
- Follow up with the people who read it first
- Every send, reservation and reservation fee tracked per deal
- Nobody is ticked by default, so nothing goes out by accident
NDAs and agreements, sent and signed inside the CRM
Generate an NDA, introducer agreement, seller agreement or reservation-fee agreement from the contact's details in one click, and send it for e-signature. They sign on their phone by drawing or typing their name. No printing, no scanning, no account to create.
- Tracked from draft to sent, viewed and signed, with a full signature audit trail
- Signed PDFs filed on the contact's record, and their NDA status updated
- Paper-signed copies can be filed too, and nothing is ever deleted for good
- Starter templates you can edit to your solicitor's wording
A pipeline that shows where the money is
From first lead to completion: offer, agreed, packaged, sent, reserved, exchanged. Fees, fee splits with co-sourcers, next actions and documents on every deal.
- Import a deal straight from a PDF brochure
- Search everything: address, notes, investor, sourcer
- Weekly planner tells you who to chase this week
Everything in SourceDesk
All included, in every plan.
Capture
- Brochure PDFs read into deals, several at once
- Business-card scanner, offline-ready, with QR codes
- Voice dictation for new contacts and deals AI
- Investor criteria read from their requirements document AI
- Website enquiry form straight into your inbox
- Spreadsheet (CSV) import
Match
- Scores every deal against every investor's criteria
- Respects exclusions, off-market only and own mandates
- Several buying briefs per investor or sourcer
- Best unsent matches on the dashboard
- Demand summary: what investors want that you don't have
- Ask questions of your register in plain English
Share and track
- Email a deal to its matched investors
- WhatsApp and text intros, ready written
- Private brochure links with opened tracking
- Revoke a link in one click
- Criteria forms investors fill in themselves
- Every send recorded on the deal and the investor
Paperwork
- NDA, introducer, seller and reservation-fee agreements
- E-signature by drawing or typing, on any device
- Draft, sent, viewed and signed tracking
- Signature audit trail on every signed PDF
- Template editor with live preview
- Your company details on every document
Pipeline and money
- Twelve-stage pipeline from lead to completion
- Sourcing fees, co-sourcer splits and fees received
- Reservations and reservation fees
- Partner referral fees owed and paid
- Expenses by UK tax year, with receipts, for your accountant
- Dashboard and weekly planner
Compliance and team
- AML, ID and source-of-funds checks with vetting checklists
- ID and proof-of-funds documents stored on the record
- Unlimited users: admin, editor and view-only
- Meetings linked to deals and people, with Google Calendar
- One-click full backup, CSV export of everything
- Works on your phone; installs like an app
Brochure reading, card scanning, matching and questions work out of the box. Items marked AI need your own Claude AI key (optional, typically pennies per use), which also sharpens brochure and card reading on unusual layouts.
Your investor list is your business. It shouldn't live on someone else's platform.
SourceDesk runs on your own computer or your own server. Nothing passes through us, and we can't see your contacts, deals or fees.
- One-click backup of everything to a single file
- Works on your phone at events, including the business-card scanner
- Install with one command, or we do it for you
- No monthly fee that rises every year, and no lock-in
Pay once, instead of every month forever
Sourcing and investor CRMs typically charge £30 to £200 a month. Here's a mid-range plan at £77 a month against SourceDesk Self-install.
| Typical subscription CRM | SourceDesk | |
|---|---|---|
| Year 1 | £924 | £997, once |
| After 3 years | £2,772 | £997 |
| After 5 years | £4,620 | £997 |
| Extra users | Often charged per seat | Unlimited |
| Where your data lives | Their servers | Yours |
| NDA and fee-agreement signing | Usually a separate tool | Built in |
One protected sourcing fee typically covers SourceDesk several times over.
One payment. Yours for good.
Every plan includes all features, unlimited users and every future update.
Self-install
For the hands-on. Follow the guide and you're running in about 15 minutes.
- The complete SourceDesk software
- Step-by-step guide for Windows, Mac or a server
- Demo data to explore and starter agreements
- Lifetime updates
- Email help with installation
Done-for-you
We set everything up, so you don't touch anything technical.
- Everything in Self-install
- We install it: on your computer, or a server with your own web address and HTTPS
- We import your existing investor spreadsheet
- 1-hour onboarding call with your team
- 90 days of priority email support
Done-for-you Pro
For established teams who want it fully set up, branded and supported.
- Everything in Done-for-you
- Your own logo, colours and company details throughout
- All your existing deals, sourcers and documents imported
- Team training session (up to 2 hours)
- 12 months of priority support
- Quarterly review call to get more from your pipeline
Prices in GBP. VAT is added at checkout where it applies. Secure checkout by Lemon Squeezy.
Frequently asked
Do I need to be technical?
No. With Done-for-you we install everything. With Self-install you install one free program (Docker Desktop) and double-click a start file; the guide walks you through every click. Most people are running in about 15 minutes.
What do I need to run it?
Any reasonably recent Windows PC or Mac, or a small Linux server (around £5-10 a month) if you want your team to reach it from anywhere at your own web address. SourceDesk works in any modern browser, including on your phone.
Is it a monthly subscription?
No. You pay once and keep it, and every future update is included. The only possible running costs are your own: a server if you choose one, and Anthropic usage if you switch on the optional AI features (typically pennies per business card or brochure).
Where is my data, and who can see it?
On your own computer or server. Nothing passes through us, and we have no access to your contacts, deals or documents. You can download a full backup in one click from Settings at any time.
Can my team use it?
Yes, with unlimited users. Each person gets their own login as admin, editor or view-only. To use it away from the office, run it on a server; Done-for-you includes that setup.
Can I bring in my existing spreadsheet?
Yes. SourceDesk imports investor criteria and contacts. With Done-for-you, we do the import for you.
Are the NDA and agreement templates legally checked?
They're the templates a working sourcing business uses, supplied as starting points and fully editable. They are not legal advice: have your own solicitor review them, including the fee wording, before you use them.
Do I need AI or an API key?
No. Brochure reading, card scanning, matching and the Ask page all work without one. Adding your own Anthropic (Claude) key is optional: it reads unusual brochure layouts and difficult card photos even better, and switches on voice dictation and reading investor requirements documents. You pay Anthropic directly, typically pennies per use.
Does it send emails?
Yes, through your own email account (Gmail, Google Workspace, Microsoft 365 and most others), so messages come from you. It works without email too: every signing and criteria link can be copied into WhatsApp or your own email instead.
Can I try it first?
Book a short screen-share and we'll show you SourceDesk running with demo data, and answer your questions. Email hello@sourcedesk.co.uk.
What's your refund policy?
See our terms of sale.
Do you have a referral programme?
Yes. Earn 20% of every sale you refer. See the affiliate programme.
Stop losing deals and fees to the spreadsheet.
Pay once. Running today.
Get SourceDesk