Buyers

Screenshot of a deal management software page displaying deal stages such as Writing an Offer, Under Contract, Clear to Close, Closed, Archive, and Fell-through, with options to add new stages.

Buyer Deal Stages

List of tasks related to a closing process, including assigning tasks such as arranging closing gift, reviewing settlement statement, attending final walkthrough, attending closing, sending wiring instructions, handling wire issues, posting social media, and notifying listing agent, with due dates before the closing date.

Clear to Close

Screenshot of a task management list with five tasks, each with checkboxes and hyperlinks, indicating different document assignments related to contract or deal stages, directed to a group labeled 'TC (Maroon Group)' and stages marked as due.

Fell-Through

Screenshot of a task management list with various assigned tasks for a project, including deadlines and specific instructions.
A list of task assignments with descriptions, related to client communication, home address updates, marketing tags, review requests, graphic creation, calendar updates, settlement statements, and document uploads, organized with arrows indicating workflow or deadlines.

Closed

Screenshot of a task list with multiple items related to document sharing, creating folders, verifying signatures, sending emails, and ordering home inspections, all assigned to the Maroon Group with due dates on the same stage.

1

List of steps in a real estate inspection process, including assigning inspections, uploading documents, scheduling appointments, and sending reports with specified deadlines.

2

A detailed task plan with multiple steps related to property sales, including assigning tasks, deadlines, and documentation, presented in a list format.

3

A detailed project management workflow chart with tasks assigned to different team members, including deadlines for document uploads, scheduling inspections, walkthroughs, and finalizing transactions.

4

A detailed project task list with steps, responsible parties, and deadlines, including assigning to teams, verifying documents, connecting with clients, sending emails, and confirming titles, formatted as a structured flowchart or list.

5

Under Contract

Screenshot of a task management or workflow list with four tasks related to real estate transactions, involving agreements, document signing, and notifications.

Writing an Offer

Sellers

Screenshot of a deal stages setup page with columns labeled Pre-Listing, Active Listing, Under Contract, Closed, Archive, Not-Converted, and Fell-Through.

Seller Deal Stages

Screenshot of a task management list with multiple tasks assigned to different groups involving real estate transactions, including steps like uploading disclosures, scheduling showings, sending emails, and obtaining feedback, with due dates noted.
A workflow chart with five rows of tasks related to real estate listing follow-up. Each row contains actions like assigning to agents or team leaders, with deadlines after listing date ranging from 1 to 21 days.

Active Listing

A detailed task list with multiple steps for closing a property, including assigning various tasks to team members, setting deadlines, and tracking completion status, formatted in a spreadsheet or similar table.

Clear to Close

Screenshot of a task list with steps for real estate transaction processes, including assigning tasks to team members and deadlines.
A screenshot of a project task list with several tasks related to real estate closing procedures, including assigning tasks, setting deadlines, and communicating with sellers and buyers, organized in a table with hyperlinks.

Closed

A task list with multiple steps for preparing a property listing, including actions like introducing yourself to clients, creating files, assigning tasks, scheduling walkthroughs, and coordinating with clients, each with specific due dates.
A detailed process workflow for preparing a property listing, including tasks like sending reminders for photo appointments, submitting paperwork, confirming signatures, inputting listing data into MLS, and uploading photos, with specific deadlines before the listing date.

Pre-Listing

A digital task management or project tracking list with several tasks assigned to a group, including links like 'Send Termination and Release to All Parties,' 'Upload Termination to Command/Drive,' and other similar tasks, with accompanying notes about due dates.

Fell-Through

Screenshot of a list of real estate transaction tasks with assigned responsibilities and deadlines.
A detailed spreadsheet with task descriptions, deadlines, and responsibilities related to property inspections and reports, including assigning tasks and scheduling inspections.

1

Screenshot of a to-do list with tasks related to property appraisal and repair documentation, including deadlines such as 7 to 10 days after specific property events, with blue hyperlinks for each task.

2

3

A detailed project task list with series of instructions including assigning contacts, buying gifts, sending reminders, confirming closures, creating invoices, uploading files, connecting with clients, and turning off features, each with specified deadlines before a closing date.

4

A detailed process flow chart outlining steps for handling real estate transactions, including tasks such as sending resale disclosures, asking sellers about warranties, creating and submitting commission tabs, confirming signatures, and sending codes, with specific deadlines denoted for each step.

5

Under Contract