Deals

The Comments tab in a deal's sidebar is a lightweight internal comment thread — type a message, use @ to mention a teammate, and Post.

The Notes tab in a deal's sidebar is a shared, freeform rich-text note that autosaves as you type.

The Documents tab holds the files attached to a deal — signed contracts, addenda, EMD receipts, buyer proof of funds, and property photos — with a signed link to download each one.

Search by address or city and filter the pipeline board by status, deal type, owner, or your team's own custom fields — chips show what's active and Clear resets everything.

What a project is and how one starts — every Fix & Flip deal gets one automatically, including a wholesale deal you change to Fix & Flip — the Projects page in the sidebar (status, PM, buy deal, sell deal, "No resale yet"), creating the Retail Resale from the project or the Fix & Flip deal (it starts in MSB with NAT and OTTO skipped, and adds you to its Assigned Employees, which counts toward "any seat" and department bonus plans until an admin removes you), linking a Retail Resale you already made at the same address ("Link to Project"), moving a project's status, setting the Project Manager once for both deals, recording the flip's holding costs (with receipts) on the project's Expenses tab, tracking the flip's loans and draws on the project's Loans tab (interest paid, accrued unpaid, Mark paid off), reading the flip's P&L on the project's P&L tab (at approval vs current vs actual, net proceeds check, Freeze underwriting now, or an automator approval that freezes it) or asking Ask TED how the flip is doing, the "Part of project" link and card on a deal, and automators that create the Retail Resale, move the project's status, book holding costs on the project ledger, or set fields on the project or the other deal.

The Activity tab in a deal's sidebar is an automatic, read-only timeline of every change made to that deal, including Field changes entries that show each field's old and new value and what changed it.

The Checklist tab in a deal's sidebar shows items checked off as workflows run on that deal — including when a linked task is marked done — with the label, date, and who or what checked it.

The bar pinned to the top of every deal — fixing the deal's address, the line under it naming another deal your team has at the same address, the Part of project link on a flip's deals, Save, Find buyers/lenders, Create Retail Resale (on a Fix & Flip deal) and Delete (admin-only, which also ends the deal's open automator runs) from the overflow menu, status changes (putting a deal on hold pauses its automator runs, and taking it off hold lets you push key dates before they resume), canceling a deal with a reason and who caused it, the owner/dispo/TC seats (plus a PM seat on Fix & Flip and other project deal types) and the Originated by seat for whoever brought the deal in — paid through a role linked to that seat, never given access to the deal (any team member can reassign any of them, with a prompt to add owner/dispo/TC holders for commissions; filling a seat restarts automator runs waiting on it, and handing a seat over — or filling one that was cleared — moves its open automator work to the new person and notifies them; an automator can also be set to start when someone is assigned a seat), changing the deal type (which may ask you to re-pick where in-progress stages stand and cancels automator runs tied to milestones that no longer apply), and the Call Seller button.

Whiteboard is your team's deal pipeline — switch between Kanban and List view, drag a card to change its status (dropping one on Canceled asks for a reason and who caused it; On Hold, taking a deal off hold, and Closed ask you to confirm), and create a new deal (the Acquisitions Agent starts on you and the TC and Dispo seats start on your team's default person, and you're told if your team already has a deal at the same address).

The Employee tab shows the deal's seats (Owner, TC, Dispo, Originated by) read-only, then lets you add a team member with their role defaulting to their primary role, change an assigned person's role from their row, or remove them with a confirmation. Adding someone whose role is mapped to a seat offers to fill that seat too, and a person TED seats automatically on a new deal is added here for you.

Attach a title company, lender, contractor, or any other vendor to a deal from the Employee tab, with a Type picker, a vendor list that opens on who covers the deal's market, and a prompt to pair a contact with the company they work through (or attach a company on its own). Contacts and companies attached elsewhere on the deal — a showing, an offer, the title company field, a JV partner — show up here automatically, pairing included. The deal's title company is always listed and is replaced when it changes, and a vendor added with your title company type fills an empty Title Company. Creating a new vendor on the spot warns you when the phone or email already belongs to someone on your team, with Use existing.

The Close section of Deal Info — enter the actual closing date and price and TED offers to mark the deal Closed for you.

Contract price, DD period, the purchase contract's contingencies, earnest money (amount, due, received, held by — and your team's EMD due default), the escrow/file number, and the agents on the purchase (the listing agent and our agent) — the Contract Facts section of Deal Info, including the confirm-before-change price dialog, the Renegotiate flow with a permanent history, and the Held By autocomplete.

Adding, archiving, and organizing custom fields on a deal — including buyer-side fields tracked per buyer contract (and why a field or option an automator or email template uses can't be archived or removed yet), reorganizing or hiding the Deal Info tab's sections from Settings → Deal Page Layout, adding your own help tips to built-in fields, and using custom fields in automators to ask, set, branch on, or date-anchor from them — including who can create a custom field from the automator builder or with Ask TED.

The Deal Info tab holds four collapsible sections — Contract Facts, Property Facts, Deal Facts, and Close — plus lead source (and who sent the deal, for a Wholesaler, MLS or Referral source), selling reason, title details, purchase type, the lender on the deal (a person, a company, or both), and legal entity. The title company and lender pickers open on who covers the deal's market.

Setting up the LLCs your team closes deals under in Settings → Legal Entities, assigning deals to one, setting a default, and where entities show up in Reports and a deal's P&L statement.

The Property Facts section of Deal Info — the deal's market, property type, condition, bed/bath/sqft, ARV and repair cost, mortgage, the Title Issues & Liens ledger, and foreclosure status.

Field history on a deal — the changes link under a Deal Info field shows the old value, the new value, when it changed, and whether a teammate, an automator or Ask TED changed it.

The bottom two sections of the Dispo tab — projected sale price (including the accepted-offer and buyer-contract syncs), the calculated assignment fee, joint venture (JV) splits, and assigning the buyer's company and contact (kept in step with the active buyer contract).

Schedule a showing from the Dispo tab with the buyer's agent, the buyer, or as an open house, then log the result and the buyer's feedback — interest, price opinion, objections — to decide whether to hold or drop the price.

Log buyer offers on the Dispo tab — from the buyer's agent, the buyer, or just a buyer name — with financing, lender, EMD, requested close date, concessions, contingencies and proof of funds, counter back and forth in one thread per offer, compare open offers by net to seller, see the deal's Floor price (contract price + your team's floor profit) next to them, accept, reject or withdraw from the offer's card, keep only one offer accepted at a time, sync an accepted offer to the deal's projected sale price and Buyer Information, auto-start (or replace) a buyer contract draft that carries the offer's terms and contingencies, get prompted to close out a buyer contract when its offer is withdrawn or rejected, and work that contract in place in the Sale section — status, exit type (including Retail sale), dates, renegotiation, seller concessions and appraisal value, buyer earnest money (including forfeited to you), contingencies with overdue flags, the buyer, buyer's agent, buyer brokerage (filled in from the agent's company), financing type and buyer's lender, listing price/date/agent, buyer-side custom fields, and fell-through history with a required reason (a fall-through sends a deal that's past MSB back to MSB marketing) — any change to the active buyer contract's amount also updates the Updated Projected Sales Price.