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The Deal Pipeline gives you three ways to look at the same deals, and every card packs the key facts about a property. This page is the full reference for the views, the card layout, and the status badges.
Key things to know
  • Switch between Pipeline (board), Table, and Map from the toolbar; filters and search apply to all three.
  • Cards show price, comps, owner, tags, listing status, and communication badges at a glance.
  • Awaiting Follow Up always displays first among badges because an overdue follow-up is the most actionable status.
  • Communication badges are hidden in the Not Contacted and Lost stages by design.

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Views

Switch views from the toolbar (or the More options overflow menu on smaller screens):
The default Kanban board. Drag cards between stage columns. Each column header shows a color dot, the stage name, an info icon on stages with special rules, a lock icon on locked stages, and a property count. The footer shows the Total Value (sum of list prices in that column). The Not Contacted and Contacted columns are double-width with cards in two columns, since that’s where most deals sit. Click a column header to highlight that stage.

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Card contents (board)

Each mini card shows, top to bottom:
  • A selection checkbox (top left) for bulk actions.
  • The primary photo (a Street View image, or a satellite photo of the location when street-level imagery is unavailable) with a discount pill like 15% under or 5% over when comps are available. The pill color follows the same quality scale as Deal Hub: green for 20%+ under, blue for 10-20%, yellow for 0-10%, red for above market.
  • A countdown pill (bottom right of the photo) when an automatic rule applies: “Deletes in Xd” on Lost cards, “Revisit in Xd” on inactive early-stage cards (final week only), and “Lost in Xd” on every Revisit card.
  • List price with price per square foot, and the Comps value with its $/sqft when calculated.
  • Address and ZIP, with an Outside zips pill if the property is outside your saved ZIP codes.
  • The owner pill and up to two deal tag pills (with +N for more).
  • The listing status badge: ACTIVE, Off-Market, Pending, or Sold.
  • A badge row with communication status badges (see below) and an S8 ROI pill showing the quick Section 8 return plus monthly HUD rent when available.
  • Beds, baths, sqft, property type, days on market, and the Auto/Manual stage provenance pill.

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Status badges

These badges surface where a deal stands in your outreach. They appear on cards, in the contact panel, in the table view, and in Messages; most are filterable through the Status filter. A few rules that explain most badge surprises:
  • Display order is fixed. Badges always render with Awaiting Follow Up first (it’s the most actionable), then Need Reply, SMS Scheduled, sequence badges, and Recently Contacted. When a card can’t fit them all, the extras collapse into a +N pill - click or hover it to see the hidden statuses.
  • No communication, no follow-up badge. A deal with no recorded communication never shows Recently Contacted or Awaiting Follow Up, even if someone manually dragged it to Contacted.
  • Follow-up badges are contact-scoped. The follow-up clock belongs to the contact, so all active properties tied to the same agent show the same follow-up status.
  • “No follow up” silences both. If you set a deal’s follow-up to No follow up, neither Recently Contacted nor Awaiting Follow Up will appear for it.
Communication badges are hidden for deals in the Not Contacted and Lost stages. In Not Contacted, agent activity may come from other properties tied to the same agent; in Lost, the deal is out of active circulation. Each column header has an info icon explaining this on the board.

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Common questions

Follow-up and reply status follow the contact, not the property. If one agent lists three of your saved deals, an overdue follow-up with that agent shows Awaiting Follow Up on all three active cards.
Sending a message resets the follow-up clock, so Awaiting Follow Up flips to Recently Contacted (or disappears in stages that hide badges). Need Reply clears once you respond, and SMS Scheduled clears once the scheduled message sends.
It compares the list price to your comps-based value: 15% under means the asking price is 15% below the comps value. It only appears once comps have been calculated for the property.
Not Contacted and Contacted hold the most deals, so they render double-width with cards in two columns to reduce scrolling.
It’s the sum of the list prices of every card currently shown in that column (after your filters are applied).
Column resizing applies to your current session. Manual card order within a board column isn’t saved - ordering always follows your chosen sort.