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Clicking any property card (in Deal Hub, Deal Pipeline, or Off-Market/Lookup) opens the property details view - a single workspace that combines photos and map, financial analysis, the agent conversation, pipeline stage tools, and notes. It’s where you do most of your work on a single deal: analyze the numbers, message the agent, track stage checklists, and keep internal notes, all without losing context.
Key things to know
  • Property Details is the single-deal workspace for analysis, communication, notes, and pipeline actions.
  • Info (called Property in the phone bottom bar) holds photos (click to open the full hive), map, financial analysis, editable property details, comps, and the Deal Calculator.
  • Pipeline stage tabs show the current stage, checklist work, and locked future stages.
  • Header actions let you set follow-ups, owner, tags, stage, sequences, export PDF, and save unsaved properties.
Related settings: Financial defaults come from Basic Setup > Financial Presets, Basic Setup > Financing (Loans), and the pins inside the Deal Calculator. Comps configuration is in Advanced Settings > Comps, while deal tags, team members, and roles are in Advanced Settings > Organization.

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In this section

Layout & Tabs

Understand the wide and mobile layouts, Info tab, stage tabs with checklists, and status badges.

Financial Analysis

Use comps, rehab, rent sources, the Deal Calculator, and property details from the Info tab.

Header Actions

Set follow-ups, stage, owner, tags, sequences, deadlines, export PDF, and save to edit.

Conversation & Notes

Send messages, place calls, review history across channels, and keep internal notes.

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The same view, three contexts

The workspace adapts to where you opened it from:
  • From the Deal Pipeline - everything is available: follow-up, owner, tags, stage dropdown, stage tabs and checklists, sequences, and deadlines. Analysis changes persist with Save.
  • From Deal Hub or Lookup (unsaved property) - you can browse photos, comps, and run the Deal Calculator, but analysis edits show a “Save to persist” hint. Click Save to Edit to add the property to your pipeline and unlock everything.
  • From Messages - opening a property from a conversation shows the same workspace, so you can check the numbers mid-conversation.

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Common questions

Tabs for stages the property hasn’t reached yet are locked - the tooltip reads “Property must reach this stage first.” Move the deal forward (header Stage dropdown or drag on the board) and the tab unlocks.
From Deal Hub or Lookup, click Save to Edit first to save the property to your pipeline. A “Save to persist” hint appears on tiles that need it.
Save to Edit adds the property to your Deal Pipeline. Save (in Financial Analysis) persists ROI/analysis changes for a property that’s already in the pipeline.
Financial Analysis works like a draft: mode, rent source, targets, and financing edits stay local until you click Save. Closing with unsaved analysis changes prompts you to Save changes, Discard changes, or keep editing, so nothing is lost silently.
The property is outside your saved ZIP codes, so it is left out of the daily market refresh. Opening the deal checks whether the listing is still active and updates the price. Comps stay on the last saved data.
The deal is in the Lost stage and will be removed automatically when the countdown ends. Move it to any other stage to keep it - see Stages.
They appear automatically once the deal is under contract, showing the deadlines captured in the contract details. Use the small tabs on the card to switch between the two dates.
Saved pipeline properties accept PDF, Word, Excel, CSV, TXT, JPEG, PNG, GIF, and WebP files up to 20 MB each. Photos are resized to a 1600 px long edge and saved as JPEG. HEIC photos are converted when your browser supports them. If conversion is unavailable, save the photo as JPEG or PNG first. While a file is uploading, the Attachments window shows whether it is uploading, being verified and saved, or being added to the list. Keep the window open until that status disappears. Files you attach to an email on that deal are also saved here after the email sends. Their source is labeled Outbound email. Files you add with Add file are labeled Uploaded. Files you add from Rehab are labeled Rehab.

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Limitations

  • Follow-up, owner, tags, and deadlines only appear in the Deal Pipeline view, not while browsing Deal Hub or Lookup.
  • Pipeline stage names and tabs are specific to your organization’s configuration.
  • Notes, conversation history, and analysis are tied to the saved property - if a Lost deal is auto-deleted, the message history survives but the deal workspace does not (re-saving the property revives it at the first stage).