Skip to main content
The toolbar above the board holds everything:
Related settings: Deal tags are managed in Advanced Settings > Organization > Deal Tags.
Type in Search address or contact… to match by address, city, state, ZIP, neighborhood, or listing agent name.

​
Sort

Sort by Recently Saved (default), Last Communication, List Price, My Offer, or Days on Market, with an ascending/descending toggle. In table view you can also sort by any column header.

​
Filters

Multi-select: Active (listed or recently changed), Inactive (pending, under contract, or sold), and Off-Market (not on the MLS).
Multi-select: Initial Outreach (outbound only, no reply yet) and Active Conversation (a reply has been received).
Multi-select by badge: Recently Contacted, Awaiting Follow Up, Need Reply, Scheduled SMS, and In Sequence. Matching is “any selected” (OR).
Filter by who owns the deal: Me, a specific teammate, or several. Use Clear owners to reset.
Filter by your organization’s deal tags (default tags include Investor, Fund, and Wholesale). Manage them via Manage tags or Advanced Settings > Organization > Deal Tags.
Group deals into named portfolios (for example “9 Duplex Bundle”). Pick a portfolio to filter, or + Create new portfolio.
When enabled, a Daily updates bar lets you filter to New, Price drops, or Back on market within a recent window.
A count pill shows how many properties match all your active filters. Filters reset when you navigate away from the page.