Industries
Listings, deals and the process between.
Listings, leads and transactions become tables and lists on one model, with the process that moves a deal written beside them.
Real estate
Where the deal loses its trail.
- Inventory is a spreadsheet, the pipeline is a tool, and the handover between them is a message.
- Every agent runs the transaction slightly differently, and the difference surfaces at closing.
- Agent performance is reconstructed at the end of the quarter from exports.
- The checklist for a closing exists in somebody's head.
What you get
What you would use.
- Inventory as a tableA real spreadsheet with formulas, lookups and rollups, and rows that link to the work moving them.
- Pipeline as a listLists and boards with per list statuses and every view, so a stage means what your firm decided it means.
- The transaction processA checklist procedure with owners per step, versioned, with a record of who has acknowledged it.
- What an agent ownsResult areas on the role, so a performance conversation starts from the seat rather than the mood.
- Measures with ownersListings taken, time to close and pipeline coverage as targets with a direction and a person recording the reading.
- Goals per officeCascade and rollup by office or department, with the linked work visible on the goal.
What teams here measure.
- Time to close
- Listings taken
- Pipeline coverage
- Acknowledgement rate
Questions
Straight answers.
Do you connect to listing portals?
No. Nothing connects to a third party product. There is a v1 REST API and CSV import and export.
Do you calculate commission?
Only as your own formula in a table. There is no commission engine and no payout.
Can a client see their transaction?
You can share a list or a document with a named person. There is no branded client portal.