Hello everyone! As we progress through the development of REW Deals, I’d love to get your input on the main “stages” of a listing deal. (The pipeline)
Here is a screen so far (on the listings side)
My main objective is to ensure the stages (in blue, main milestones) are correct, but we also welcome input as to what needs to be “in” each stage as well.
So far the stages are:
Appointments: Going on a listing appointment, doing a CMA, etc
Listing contract: Getting the contract signed
Go to market: All of the pre-listing activities that need to be done as well as ensuring all marketing is in place
Offers: Reviewing offers
Pending: Subject removal period
Closed: Logging the deal including final sale price, total commission, the portion that went to agent, and portion that went to team leader/broker.
Does this work? Or is there a stage that is so “separate” it needs its own stage?
For example, we considered splitting Go To Market into 2 stages:
1: All the logistical / paperwork, data entry/compliance stuff
2: Marketing the proper (all the things that need to be done to market the listing
but I’m also thinking UI and I don’t want the “main” stages to get too complicated (keep in mind, there are sub data points in each step.
What are your thoughts? What are the “main steps” you want to log in order to make sure you can track the user workflow from appointment to close?
Your feedback is greatly appreciated