Transaction Management
How does a property get into the Transaction Management Pipeline?
It must be set to the Under Contract status. Once it is, the property is added to the pipeline automatically. ▶ Transaction Management Pipeline — 0:00
What details do I add when a property goes under contract?
Offer details, notes, offer type, and under contract details, plus the exit type and which pipeline the property should go into. ▶ Transaction Management Pipeline — 0:42
Can I have more than one transaction pipeline?
Yes. You can add pipelines for different strategies, such as wholetail or turnkey, and edit the ones you already have. ▶ Transaction Management Pipeline — 2:12
Can I change the stages inside a pipeline?
Yes. Click the three dots on a status to change its title or colour, move it, collapse it, add a new status, or delete it. ▶ Transaction Management Pipeline — 3:01
Where do I mark a property as sold?
Either from the property under the Under Contract status, or from the Transaction Management Pipeline. Both work. ▶ Transaction Management Pipeline — 3:38
What do I need to record when marking a deal sold?
The closing details and your profit on the deal. ▶ Transaction Management Pipeline — 4:01
Where can I see how a deal progressed?
Open the lead's activity log and click All. It shows every status the property passed through, with dates. ▶ Transaction Management Pipeline — 4:16
Where do I find my sold properties?
Go to Properties, then Sold. ▶ Transaction Management Pipeline — 4:39
My property is not showing in the Transaction Management Pipeline.
It is probably not set to Under Contract. That status is what moves it in. ▶ Transaction Management Pipeline — 0:22