What is a deal card?
Every deal you create gets its own deal card. The card holds all the key information for that deal in one place. A deal card contains:- Property address - the specific property tied to the deal
- Contact - the seller, buyer, or tenant linked to the deal
- Stage - where the deal currently sits in your pipeline
- Deal value - the estimated transaction value or commission
- Notes - your own free-text notes about the deal
- Activity log - a running history of calls, texts, emails, and updates
The three pipelines
Sellers and Buyers
Create and manage deal cards for seller listings and buyer prospects.
Tenants
Track tenants looking for space, including size requirements and lease budget.
Pipeline Stages
Move deals forward through each stage to keep your pipeline accurate.
Closing
Mark a deal closed and record your commission so your scorecard stays current.
