Brokerage Pipeline
Manages real estate selling and brokerage processes in a single interface.
Workflow Steps
Step 1 - New Client Intake & Assignment
A new seller or buyer client is added to the system and assigned to an agent.
Step 2 - Active Stage (Listing/Searching)
The status of the client is tracked, whether their property is actively on the market or they are actively viewing homes.
Step 3 - Under Contract / In Escrow
Once an offer is accepted, the deal moves to the "Under Contract" stage, and key transaction deadlines (inspection, financing, etc.) are tracked.
Step 4 - Closing & Commission Calculation
Once the deal closes, the transaction details (sale price, commission rate) are recorded, and the agent's commission is automatically calculated and scheduled for payment.
The Purpose of Brokerage Pipeline
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