How Deal Tracking Works

When our AI identifies a match, it appears instantly in your Deals section. Buyers see matched properties with AI-generated teasers showing key details (location area, category, price) but protecting confidential information like exact addresses. Sellers see when their property matches a qualified buyer without seeing buyer details until our team facilitates introductions.

Deals move through defined stages—Introduction, Negotiation, Due Diligence, Closing—controlled by our team to ensure quality at every step. You can't move deals yourself, but you see exactly where everything stands with full transaction history. Buyers can access Lost & Cancelled deals to revisit opportunities if circumstances change.

For agents managing multiple clients, view all deals in one dashboard with clear separation between your own transactions and affiliate commissions. Filter by stage, property type, or date. Track which deals are yours, which came from referrals, and where potential earnings stand.

WHAT'S INCLUDED:

Real-Time Stage Updates - See exactly where each deal stands with live updates from our team

AI-Generated Teasers - Property summaries protecting confidential details until appropriate reveal timing

Multi-Deal Dashboard - Track multiple transactions simultaneously with filtering and sorting

Affiliate Visibility - Separate view for referral deals with commission tracking

Lost Opportunity Archive - Buyers can revisit previously matched properties if interest changes