Real Estate Acquisitions

Stages

The board's columns. A stage is a label; the workflow decides when a lead moves.

The workflow, step by step

Every step is a node in the template. Automatic steps run on their own. The highlighted ones park the lead until a person acts.

1. 1Trigger
   Lead arrivesA seller replies to outreach, or a lead is logged by hand.
2. 2Checklist
   Screen the leadThe qualifying work a person does before spending time on it.Done → step 3
3. 3Branch
   Worth pursuing?Teardowns go down the exception path rather than clogging the pipeline.Pursue → step 4 · Pass → step 11
4. 4Automatic
   Open the conversationEmail to the seller: Your property at Property address.
5. 5Wait
   Wait for the sellerParks until a reply arrives, up to 96 hours.Reply → step 6 · No reply in 96 hours → step 13
6. 6Automatic
   Mark offer madeStage set to Offer Made.
7. 7Approval
   Offer accepted?Did the seller accept on {data.address}?Approved → step 8 · Rejected → step 11
8. 8Automatic
   Under contractStage set to Under Contract.
9. 9Checklist
   Work the closingInspection booked and completed · Title search clear · Funds confirmed · Closing date agreed with the sellerDone → step 10
10. 10Resolve
    Close the dealStage set to Closed.
11. 11Automatic
    Let the seller down politelyEmail to the seller: About Property address.
12. 12Resolve
    Close as passedA pass is a real outcome and the board should show it.
13. 13Automatic
    One follow-upEmail to the seller: Following up on Property address.

Automatic runs on its ownChecklist · Approval a personBranch a rule decides

What every lead carries

Fields, the people involved, and one of the emails the workflow sends. Change any of it after you create the workspace.

Hi,

Thanks for the details on Property address.

We buy directly, so there are no agent fees and we can work to your timeline.

Would a short call this week suit?

Acquisitions