Help Center/Workflow
Workflow

Deal Tracker

Turn a promising property into a real operating workflow with stages, reminders, notes, exports, and monitoring instead of leaving it as a one-time analysis.

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Section 01

What Deal Tracker does

Deal Tracker is the operating layer for follow-through. Use it when a property is now actionable and needs reminders, stage movement, owner contact work, or reporting continuity.

  • Tracked properties
  • Pipeline stages
  • Notes, tags, and reminders
  • Exports and reporting on supported tiers
  • Monitoring and alert-style follow-through on higher tiers
Section 02

Plan differences that matter most

  • Free and Homeowner: 3 tracked properties, no board view.
  • Agent: 25 tracked properties, board view, reminders, exports, and outreach-oriented workflow.
  • Plus: 50 tracked properties, board view, reminders, offer tracking, monitoring, and weekly digest style follow-through.
  • Pro: 500 tracked properties, alerts, KPI and e-sign workflow, and stronger automation depth.
  • Enterprise: 5,000 tracked properties, shared workflow, and integration-oriented operating scale.
Section 03

Typical workflow

  1. Score a property.
  2. Save it to Deal Tracker.
  3. Assign the right stage.
  4. Add notes, reminders, and owner or team context.
  5. Use exports, alerts, or AI support where your tier allows.
  6. Move the deal forward or close it out cleanly.
Section 04

What changed recently

The newer product changes matter because discovery, saved-search alerts, reports, and AI tools now connect more tightly to Deal Tracker than the older documentation showed. Treat Deal Tracker as the main handoff point between scoring, discovery, Voice AI, and outreach.