Configuring Statuses

Statuses define the stages of a deal — like Active, Under Contract, or Closed. These help agents track where a transaction is in the pipeline.

Step 1: Navigate to Deals Settings > Statuses.

Step 2: Edit an existing status, or click Create New Status.

Step 3: Enter a Status Name (e.g., “Under Contract”).

Step 4: Assign it to a Checklist and Type.

Step 5: Save your status setup.

Best Practices

• Mirror your real brokerage workflow and use terms agents already know.

• Keep the list simple as too many statuses may confuse agents.

• Use Admin-only lock for compliance-critical stages (e.g., “Closed”).