Deal Pipeline

Deal Pipeline Management

Track every deal from discovery through close with a visual, stage-based pipeline.

Overview

A deal pipeline built for how investors actually track and close properties.

Real estate investors juggle dozens of leads at once — some in early research, others mid-negotiation, and a few approaching the closing table. Without a system, deals fall through the cracks, follow-ups get missed, and opportunities disappear.

xREI's deal pipeline gives you a kanban-style board that mirrors the stages of a real deal: Lead, Analysis, Offer, Under Contract, and Closed. Drag and drop deals between stages as they progress, and always know exactly where every property stands at a glance.

Each deal card carries its full context — attached notes, documents, scoring data, and a complete activity timeline. Set up automated alerts for price drops, status changes, and days-on-market milestones so you never miss a window to act.

Key Capabilities

Purpose-built deal tracking that keeps every lead organized and every follow-up on schedule.

Visual Kanban Board

Drag-and-drop deal cards across customizable stages. See your entire deal flow at a glance — from first lead to final close — in a layout that matches how you actually work.

Per-Deal Notes & Timeline

Attach notes, documents, and analysis snapshots to every deal. A complete activity timeline tracks every status change, note, and action automatically.

Automated Alerts

Get notified when a tracked property drops in price, changes MLS status, or hits a days-on-market milestone. Never miss a window to make a move.

Filter & Sort

Filter your pipeline by score, price, market, property type, or date added. Sort deals to surface the highest-potential opportunities first.

How It Works

Three steps from discovery to closed deal.

01

Save Properties to Your Pipeline

Found a property that scores well? Save it to your pipeline with a single click. It lands in the Lead stage, ready for your next move.

02

Move Deals Through Stages

As deals progress, drag them through Analysis, Offer, and Under Contract. Add notes at each stage, attach documents, and track every action on a timeline.

03

Close with Confidence

When a deal reaches Close, all your analysis, notes, and documents are in one place. Review your complete deal history and move closed properties to your portfolio.

Never Lose Track of a Deal Again

Organize your entire deal flow in one visual pipeline. No credit card required.