Whiteboard in the left-hand navigation is your team's list of every deal, in two views you can switch between with the List / Kanban toggle at the top right of the filter row.
If your role's Deals row in the permissions matrix is scoped to My deals, you'll also see a My deals / Company board toggle above the metric cards. My deals (the default) shows only deals assigned to you. Company board shows every team deal — cards for deals that aren't yours are visible but locked: no opening, editing, or dragging, and the card shows who it's assigned to instead. See Roles and permissions for how a role's Deals scope is set.
Kanban view
Deals are grouped into columns by status: Active, For Sale, Pending Sale, and On Hold. Drag a card to a different column to change that deal's status. Closed, Funded, and Canceled deals are tucked out of the way below the active columns — select Closed / Funded / Canceled (N) to expand or collapse them.
Dropping a card on Canceled doesn't cancel the deal straight away. It opens the same confirmation as the deal header: pick a Cancellation Reason and who it was Caused by, then Confirm. Both are required. Select Cancel (or press Escape) and the card stays where it was. Dragging a canceled deal back to another column reopens it and clears its reason, so canceling it again asks for a new one. See The deal header for what each choice means.
Dropping a card on On Hold or Closed, or dragging a card out of On Hold, asks you to confirm first, the same way the deal header does:
- On Hold shows how many automator runs will pause and keep their place, and which will keep running. Select Put on hold to confirm.
- Dragging a card out of On Hold to another column opens Taking this deal off hold, where you can update the key dates before paused work picks back up. Select Take off hold to confirm. Dropping an on-hold deal straight onto Closed or Funded opens this same dialog, with the button reading Take off hold and mark Closed.
- Closed asks you to confirm that this is a significant status change.
Select Cancel (or press Escape) on any of them and the card stays where it was.
Each column header shows the true count for that status. Once a column has more deals than are currently loaded, the header reads N of M and a Load more button appears at the bottom of the column — select it to load the next batch. A column never silently hides deals beyond what's shown.
Select a card to open that deal.
List view
A table with Address, City, Status, Type, Owner, Contract Price, and Closing columns. Closing shows when an open deal is expected to close (its extended closing date when one is set, otherwise its original one); on a Closed or Funded deal it shows the day it actually closed, marked "(actual)". Select Address, City, Contract Price, or Closing to sort by it — Closing sorts by the expected closing date — and select the same column again to reverse the direction. Select a row to open that deal.
If your team has custom fields set up on deals, select Columns above the table to add them — see Filter and add columns by custom field.
Metric cards
Above the board, a row of cards shows your team's deal count and value for each status. Select one to filter the board down to that status; select it again to clear the filter.
The value under each count is the Net Deal Profit of the deals in that status — sale price minus contract price, JV fee, and expenses. For open statuses it is the same projected Net Deal Profit the pipeline cards on your dashboard show, and the card says projected. Closed and Funded show the all-time Net Deal Profit of those deals (the actual sale price when one is recorded) and say actual.
Only deals with a sale price count toward the value. A deal with a contract price but no sale price yet adds to the count, not the value, and the card says how many are included — for example 5 of 6 priced. If none of a status's deals has a sale price yet, the value shows a dash instead of $0. Add a sale price on the deal's Dispo tab and it joins the total. A deal priced below its contract still shows as a negative.
A flip project counts its profit once, on the Retail Resale (the project's projected profit while it's open, the project's actual profit once it sells). The Fix & Flip deal adds to the count only — the card says 1 part of project, or just Part of project when that's all the status holds — and it isn't counted in "N of M priced".
Creating a deal
If you have edit access to the pipeline, select New Deal at the top right. The form has four sections:
- Property — Address (start typing and pick a suggestion to fill in City, State, ZIP, and County automatically — all four stay editable either way; if a suggestion has no street number, the number you typed is kept, and if there's none you'll see a "No street number found" reminder to add it before saving), and an optional Market, where the markets in the state you entered are suggested first (see Property facts). Once there's enough address to recognize the house (a street plus a city and state, or a ZIP), TED checks for other deals your team has at the same property and, if it finds any, shows a line like Another deal at this address: Wholesale · Active under the address fields. Each match opens that deal in a new tab, so your form stays as it is. It's only a heads-up — you can still create the deal. Small spelling differences don't matter ("123 N. Main Street" and "123 North Main St" are the same house), and an apartment or unit number isn't part of the match.
- Deal Terms — Deal Type (your team's own list of deal types, set up in Settings — most teams start with Wholesale, Listing, Novation, Purchase, Fix & Flip, and Retail Resale, and an admin can add more or turn ones off; don't see one you need? See Requesting new values for a shared list), Seller (search existing contacts — your team's Seller-labeled contacts are listed first under a Sellers heading, with everyone else below under Other contacts, and a Type control lets you narrow the search to specific contact types if you'd rather — or select Create new contact to add one on the spot), Acquisitions Agent (required — starts on you; entering a deal for a teammate? pick them here), Transaction Coordinator and Dispo Agent (both start on your team's default person — change either, or, if your team has no default for that seat, leave it Unassigned and set it later from the deal header), Project Manager (only when the deal type is Fix & Flip, Retail Resale or another project deal type — it appears as soon as you pick one, starts on your team's PM default, and works like the two fields before it), Originated by (optional — the team member who brought the deal in, used for bonus-plan credit and, if your team links a role to that seat, their commission), and Contract Price.
- Key Dates — Contract Date and Closing Date.
- Notes — anything else worth recording up front.
Select Create Deal to save it — you're taken straight to the new deal's page. Address, Deal Type, and Acquisitions Agent are the only required fields; everything else can be filled in later from Editing deal facts.
The Acquisitions Agent is the deal's Owner. It starts on you; pick a teammate instead and they become the Owner, and you aren't added to the deal's Owner seat or Assigned Employees just for entering it (you still fill any seat your team's default gives you). If you picked someone other than the team's default for Transaction Coordinator or Dispo Agent, they're set too, and right after landing on the new deal TED may ask whether to add them (including a teammate you picked as Acquisitions Agent) to Assigned Employees for commissions — see Assigning employees to a deal. The same prompt appears for a default person who wasn't added automatically (see below). An Originated by person is set too, but TED never asks to add them to Assigned Employees — see The deal header for how they're paid.
If your role only sees deals you're on, the Acquisitions Agent is locked to you (with a note saying so) unless you're also the Transaction Coordinator, Dispo Agent, or (on a project deal type) Project Manager on the deal. Set yourself as one of those and the field unlocks, so you can enter a deal for a teammate and still see it afterward.
The Transaction Coordinator and Dispo Agent fields start on your team's default — by default, the one person on your team who holds a role linked to that seat (set up in Settings → Roles). If you leave the default and that person holds exactly one role linked to the seat, they're added to Assigned Employees with that role automatically, so their commission is set up without a prompt, and the deal's activity log notes they were "added automatically from the team's seat default". If they hold none or several roles linked to the seat (for example, an admin picked a specific person in Settings → General who has no TC role), they're seated but not added, and TED asks right after you land on the deal whether to add them to Assigned Employees. If two or more people hold the role, or nobody does, the field starts on Unassigned and you can pick someone here or later from the deal header. An admin can change who a seat defaults to in Settings → General — see Deal seat defaults. Deals that arrive from your CRM get the same defaults; deals brought in with a CSV import don't.
See Filtering and searching deals for narrowing down what the board shows.