Forms sent from your buyer and seller links. Nothing becomes a deal until you choose.
To-dos
Your to-dos that are late or due in the next 7 days, deal by deal. Open a deal to tick them off; Settings → Your to-dos changes the list.
Paperwork before closing
Deals closing in the next two weeks with documents not yet in their Drive folder. Checked hourly; tick an item by hand in the deal if the paper lives elsewhere.
Conditions
Open conditions on conditional deals. Waiving one marks it done and updates its Calendar event.
Pipeline
Transactions by stage, in the same colours as the side panel. Cancelled sits outside the pipeline.
Closings by month
Six months back, six forward.
ClosedScheduled
Deadlines
Every outstanding milestone across every open deal, next 45 days.
Transactions
Select a transaction to see its detail and share a client link.
Calendar
Every dated milestone, in its deal's stage colour. Select a day to list it; select a date to open its deal.
Past clients
A check-in a week after the move, a review or referral ask at three months, and each anniversary. Draft puts the email in Gmail Drafts (edit its wording); mark one done or skip it.
All past clients
Important dates
Birthdays and the dates you keep on a contact, and each home's anniversary. A client's birthday is read from their ID when you keep or add their form. Draft a note puts your birthday or anniversary email in Gmail Drafts; edit its wording.
Nothing in the next 60 days. Add a birthday or another date on a contact, under Contacts.
Income
Closed deals by closing date. "You keep" is after each deal's brokerage split and fee; profit is that less the year's expenses.
Client link
A read-only page showing only the address, the milestone dates and your contact details. No client name, MLS number, lawyer, documents or internal notes.
New transaction
Creates the Gmail label and filter and the Drive folder, the same as New transaction in the Chrome extension.
Add an expense
Staging, photos, ads, a closing gift. Only you see these.