Every deal you’re chasing, on one board.
Stages that speak CRE — sourcing, underwriting, LOI, diligence, close — not a generic sales funnel. Every column carries its own weighted value, and moving a card does the follow-through: the underwriting model spins up, the diligence checklist appears, critical dates land on calendars and the forecast recalculates.
You close deals fine. Tracking them is the mess.
The deal work lives in email, Excel and a whiteboard — and every Monday the team rebuilds the truth from memory.
Deal status lives in three inboxes and a whiteboard. The pipeline meeting is an hour of asking everyone where things actually stand — and it’s stale by lunch.
DD expirations, financing contingencies, earnest deadlines — tracked in one broker’s Outlook. A single missed date can cost the deal, or the client.
“What’s closing this quarter?” gets a guess. Commission forecasts live in a side spreadsheet that’s out of date before Friday.
Stages that speak CRE. Moves that do the work.
A pipeline built around how a commercial deal actually runs — not a sales funnel with “Qualified” and “Negotiation” columns.
Boards ship with investment-sales and leasing templates — prospecting, LOI, PSA, due diligence, closing. Rename or add your own; each stage carries its own checklist and date rules.
Drag a deal forward and the stage does the paperwork: tasks spin up for the deal team, critical dates land on calendars, the buyer’s deal room updates. One gesture, logged on the deal.
Value and weighted fees roll up by stage. Deals that sit too long flag themselves. The Monday question is answered before anyone has to ask it.
One card carries the whole deal.
Because the board lives in the same CRM as your properties, owners and comps, a deal card is never a sticky note — it’s the deal file.
Property record, buyer and attorney contacts, the LOI, the underwriting snapshot — one click from the card. No hunting through inboxes.
DD expiration, financing contingency, closing — on the card, on every calendar, with reminders that escalate as the date nears. Silence is never how you find out.
Every stage carries a probability. Fee × probability rolls up to a live quarter forecast — splits and co-broker fees included, per agent and shop-wide.
A card that sits 30 days in LOI turns amber and shows up in the weekly digest. Deals die of neglect — not on this board.
Run Friday’s pipeline meeting from the board.
14 days free. Import your deals from the spreadsheet on Monday morning — if the board doesn’t answer “where are we?” better than the whiteboard, walk away having paid nothing.
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