Kanban stages: Lead to Closed
Every deal on your board moves through 9 stages. You move each deal yourself — each stage has a clear definition and a clear next action, so you can prioritize the day in 30 seconds.
The 9 stages
Drag and drop deals across stages as they progress. Time-in-stage shows on every card so you can spot stuck deals.
- Lead — address pulled, not yet analyzed
- Assessed — condition assessment complete
- Analyzed — full Rinse complete with grade and MAO
- Offered — offer submitted to agent or seller
- Negotiating — counter-offers in motion
- Under Contract — fully signed contract in hand
- Assigned — assignment fee secured with end buyer
- Closing — title work in motion, scheduled close date
- Closed/Dead — closed wins or dead-listed losses
When to move a deal forward
Move a deal to the next stage as soon as the action that defines that stage happens. Offer sent? Move to Offered. Seller signed? Move to Under Contract. Don't pre-move — that creates false pipeline metrics.
Time-in-stage thresholds
Stuck deals show in red after thresholds. Lead over 24 hours = analyze it. Offered over 7 days = follow up. Negotiating over 14 days = the deal is dying, force a decision.
Dead vs Closed
Always close out dead deals. Don't leave them sitting in old stages — that pollutes your tracking metrics. Move to Closed/Dead with a quick note on why (overpriced, seller flaked, agent unresponsive). The note helps when the same deal pops back up in 6 months.