Deal Pipeline
Close deals and manage your portfolio. Track every deal from first contact to closing with visual pipelines, contract context, and AI-assisted next-step action controls.
$149
/mo
Deal Tracking and Coordination Tools
Visual Pipeline
Contract Templates
E-Signature Integration Hooks
Document Management
AI Deal Scoring
Pro+
Follow-up Action Controls
Pro+
How Deal Pipeline Works
Deal Pipeline workflow
Stage 1
New lead
Stage 2
Offer review
Stage 3
Contract sent
Stage 4
Due diligence
Stage 5
Closing
Stage 6
Closed
Stage packet
Owner, status, next step, blocker, and due date stay visible before the deal moves.Document queue
Contracts, requests, signatures, and missing files stay tied to the active deal.Follow-up controls
Tasks and message drafts are prepared for review instead of firing blindly.AI review layer
Pro+ scoring and closing-risk notes explain what needs attention and why.Customizable Pipeline Stages
Default stages work out of the box, or customize to match your workflow. Each stage can prepare reviewable actions.1. New Lead
Fresh opportunities from Lead Engine or manual entry2. Initial Contact
First conversation completed, gauging motivation3. Verbal Offer
Offer discussed, waiting for seller decision4. Contract Sent
Purchase agreement sent for signature5. Under Contract
Signed contract, entering due diligence6. Due Diligence
Inspections, title work, financing in progress7. Closing
Final walkthrough, title company coordination8. Closed
Deal completed! Profit realized.Feature List
Portfolio Manager (track owned assets)
Offer tracking & pipeline stages
Real estate contract templates (auto-fill)
Document management (cloud storage)
E-signature integration hooks
AI deal scoring
Transaction Intelligence (Risk/Prob)
Contract analysis
Closing predictions
Review-and-execute follow-up actions
Frequently Asked Questions
Absolutely! While we provide default stages optimized for real estate investors, you can add, remove, rename, and reorder stages to match your exact workflow. Each stage can have its own color, automations, and required fields.
Connect a supported e-signature provider to prepare signature packets from deal and document workflows. Operators review before sending, then signature status can be tracked and completed documents can be saved back to the deal.
The template library supports purchase agreements, assignment contracts, JV agreements, option contracts, and common addendums. Templates are customizable, and you should have your own counsel review language before using them in production.
AI analyzes seller motivation, property characteristics, market conditions, and your historical close patterns to estimate deal probability. Scores range 0-100 and should be used as prioritization guidance, not as a replacement for underwriting.
Stage changes can trigger configured workflows: create tasks, update fields, notify team members, prepare emails/SMS for review, or trigger connected-app actions. Risky or external actions should stay approval-gated unless you configure a narrow audited rule.
Yes. Leads can flow in from Lead Engine, property data can enrich deals via Property Intel, and disposition-ready deals can be packaged for Buyer Network review. The Investor Bundle includes Deal Pipeline + Property Intel + Campaign Hub.