Track offers and deals
Record asks, offers, and your walk-away floor in one place.
A CRM for a broker has to hold the money. Every lead can carry an ask price, the latest offer received, and a walk-away floor.
- Open a lead and fill in the ask price you want.
- Log each offer as it comes in. The latest offer shows on the card.
- Set a floor so you always know your line.
The Deals tab collects every lead with money on the table, and portfolio totals show your combined ask and the offers in.
More in Deals & analytics
- Pipeline health score · The at-a-glance signal for whether you are working your pipeline well.
- Reading your analytics · The three stories on the Analytics page: pipeline, sends, and landers.