Streamlined Deal Tracking

See every deal’s status at a glance—New, Offer Sent, Under Contract, and Closing—without digging through emails or spreadsheets. Tasks, docs, and dates update automatically from your calls, texts, forms, and VA work.

  • Visual pipeline (drag-and-drop): New → Offer Sent → Under Contract → Closing

  • One record for each deal: property, seller, buyer, photos, notes, tasks, files

  • Auto-updates: log calls/SMS, attach emails, sync docs, and tag outcomes

  • Date control: offer deadlines, inspection windows, title milestones, closing date

  • Alerts & SLAs: “stuck in stage,” past-due tasks, missing EMD, expiring terms

  • Collaboration: @mentions, approvals, internal comments, activity feed

  • Title/Escrow handoff: send docs packet, track requests, record clear-to-close

  • Buyer matching: hot list, price filters, proof-of-funds on file

  • Reporting: win rate by source, average days-to-close, profit per deal

  • Compliance & audit trail: who changed what, when

Deal tracking board with stages and cards showing status, tags, and timeline badges.