Key things to know
- Property Details is the single-deal workspace for analysis, communication, notes, and pipeline actions.
- Info holds photos, 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.
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.
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.
Common questions
Why can't I click a stage tab?
Why can't I click a stage tab?
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.
Why won't my rehab / rent / deal calculator changes save?
Why won't my rehab / rent / deal calculator changes save?
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.
What's the difference between 'Save to Edit' and 'Save'?
What's the difference between 'Save to Edit' and 'Save'?
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.
Why am I asked to save when closing the property?
Why am I asked to save when closing the property?
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.
What does 'Outside zips' mean?
What does 'Outside zips' mean?
The property is outside your saved ZIP codes. Listing and comps data may not be fully live
for it.
Why does the header show a deletion countdown?
Why does the header show a deletion countdown?
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.
Where did the Inspection and Closing cards come from?
Where did the Inspection and Closing cards come from?
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.
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).