Deals.
Track transactions from offer to close — tasks, documents, commission.
A dealis an active transaction — from offer submitted to close. Each deal has a contact (the buyer or seller you're representing), optionally a listing, a pipeline status, a sale price, a commission percentage, and a projected close date.
Creating a deal
Two ways in:
- From the opportunity detail page, clickConvert to Deal. The contact and (if set) listing are pre-filled.
- From Deals, click New Deal and pick the contact and listing by hand.
The listing dropdown shows draft, active, and pending listings in your org. Sold and withdrawn listings are excluded by default.
Deal pipeline statuses
Deals move through these stages:
- offer_submitted
- under_contract
- inspection
- appraisal
- in_closing
- clear_to_close
- closed — deal is done
- fell_through — didn't make it to close
The dashboard's Deals in pipeline card counts everything between offer_submitted and clear_to_close (i.e., active but not yet closed or fallen through) and surfaces the sum of their sale prices as pipeline value.
Task checklist
Every deal has a stage-based task checklist. When you create a deal, ListingStack seeds it with the standard set of tasks for each stage — things like "Schedule inspection," "Order appraisal," "Confirm loan commitment." You can add custom tasks, reorder them, and mark them complete as you go.
The dashboard's Open tasks card counts every incomplete task across your deals. Click the card to jump to the deals list.
Documents
Each deal has a document vault organized by stage. Upload purchase agreements, disclosures, inspection reports, loan docs, whatever the transaction needs. Documents are associated with a specific stage so you can see at a glance what's complete for inspection, what's still pending for closing, etc.
Downloads are scoped to your org — only people in your ListingStack organization can fetch the file.
Closing a deal
When the transaction closes, set the status to closed and fill in the Actual close date and Sale price. Those values feed into the dashboard's Deals closed YTD card, which shows the count and calculates total commission earned (sale_price × commission_pct).
If the deal falls through, set the status to fell_throughso it's removed from active pipeline but preserved for history.