Help Center

Guides and support for the ZionClad platform

Getting Started

Create your account, set up your workspace, and learn the ZionClad workflow.

Account & Security

Manage sign-in, account access, workspace members, and security settings.

Property Research

Research commercial properties, parcels, ownership, and market opportunities.

Deal Analysis

Evaluate assumptions, returns, financing, and property-level performance.

CRM & Pipeline

Organize relationships, properties, conversations, tasks, and deal progress.

Mail Center

Prepare outreach campaigns and track mailing activity in one workspace.

Acquisition & Disposition

Coordinate opportunities from acquisition review through asset disposition.

Reports & Exports

Create and download professional deal summaries and supporting materials.

Billing & Subscriptions

Understand plan access, checkout, renewals, cancellations, and billing support.

Privacy & Support

Find legal policies, submit privacy requests, or contact ZionClad support.

Getting Started

Create your account, set up your workspace, and learn the ZionClad workflow.

  • Create your ZionClad account and confirm your email address.
  • Complete your profile and organization details.
  • Begin with the connected workflow: Research → Analysis → Outreach → Acquisition → Disposition.

Account & Security

Manage sign-in, account access, workspace members, and security settings.

  • Use a unique password and keep your account credentials private.
  • Review authorized workspace members and remove access that is no longer required.
  • Contact support immediately if you suspect unauthorized account activity.

Property Research

Research commercial properties, parcels, ownership, and market opportunities.

  • Search available property and parcel information.
  • Review ownership, location, comparable-property, mapping, and market information when available.
  • Verify important information against original records and qualified professionals before acting.

Deal Analysis

Evaluate assumptions, returns, financing, and property-level performance.

  • Enter property, income, expense, financing, and investment assumptions.
  • Review metrics such as NOI, cap rate, cash-on-cash return, DSCR, IRR, and projections.
  • Use sensitivity analysis and independent due diligence before making a decision.

CRM & Pipeline

Organize relationships, properties, conversations, tasks, and deal progress.

  • Create and maintain contact and property records.
  • Track conversations, notes, tasks, due-diligence activity, and next steps.
  • Move opportunities through acquisition and disposition stages as the deal progresses.

Mail Center

Prepare outreach campaigns and track mailing activity in one workspace.

  • Prepare postcards, letters, certified mail, labels, and supported CSV exports.
  • Use campaign templates for off-market purchases, expiring loans, vacant land, industrial acquisitions, and multifamily acquisitions.
  • Track sent, delivered where supported, returned, response, and notes information.

Acquisition & Disposition

Coordinate opportunities from acquisition review through asset disposition.

  • Organize prospective acquisitions and the parties involved.
  • Track due diligence, tasks, decisions, and transaction milestones.
  • Prepare and position owned assets for disposition while preserving a connected deal record.

Reports & Exports

Create and download professional deal summaries and supporting materials.

  • Generate available property, investment, and pipeline reports.
  • Review all assumptions and source information before distributing a report.
  • Export supported information only for authorized and lawful business purposes.

Billing & Subscriptions

Understand plan access, checkout, renewals, cancellations, and billing support.

  • Available plans and prices are displayed during checkout.
  • Payments are processed through the hosted payment experience when billing is enabled.
  • Use account settings or contact support for available cancellation and billing options.

Privacy & Support

Find legal policies, submit privacy requests, or contact ZionClad support.

  • Review the Terms of Service, Privacy Policy, and Cookie Policy linked in the website footer.
  • Send privacy requests with the subject “Privacy Request.”
  • Contact support@zionclad.com for account, product, billing, security, or privacy assistance.

Still need help?

Contact ZionClad support and include the email address associated with your account and a clear description of the issue.

Contact Support