Live Meeting Desk
A one-screen command center for in-person, Zoom, and hybrid exchange meetings.
A COMPLIMENTARY DEAL THEORY LAB RESOURCE
Run a clearer, fairer exchange meeting.
The Exchange Meeting gives real estate exchange groups one organized operating system for the room—whether members meet live, on Zoom, or in a hybrid format.
BETA v.1 · JULY 2026 · BUILT FOR EXCHANGE GROUPS NATIONWIDEIN-PERSONProject the live desk for the room.
ZOOMShare one screen and publish the join link.
HYBRIDKeep remote and in-room members in one fair workflow.
WHAT IS INCLUDED
Everything needed to run the meeting—without rebuilding your deal database.
Fair Presentation Queues
Timestamped Package and Needs / Wants signups in clear first-come order.
Attendance & Confidentiality
Digital check-in, disclosure acknowledgment, attendance counts, and printable records.
Package Prep Challenge
Property → People → Situation → Solutions preparation with readiness scoring and printable worksheets.
Meeting Administration
Agenda templates, announcements, moderator controls, group branding, calendars, and meeting links.
Deal Intelligence Tools
Education, glossary, financial calculators, and direct handoff to Deal Theory Lab.
HOW IT WORKS
Your group keeps its identity. The system supplies the structure.
- Configure your groupAdd the name, location, time zone, branding, agenda template, administrators, calendar, and Zoom link.
- Run the meetingCheck in attendees, publish announcements, manage both presentation queues, and keep the full room aligned.
- Continue the deal workUse Deal Theory Lab for the package record, search, documents, collaboration, and ongoing opportunity work.
FOR EXCHANGE GROUPS NATIONWIDE
Interested in using The Exchange Meeting with your group?
We are inviting exchange groups to help shape the first release. Features can be enabled progressively based on your group’s workflow and comfort with technology.
ERIN@DEALTHEORYLAB.COM