Kanban stages: Lead to Closed

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 pipeline 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.

Every deal in your pipeline moves through 9 stages. Each stage has a clear definition and a clear next action. Knowing where every deal sits lets you prioritize the day in 30 seconds.