Stages for Lease deals - We need your help!

Happy December everyone!

The Product Team hopes to get some feedback on a new feature we are designing. We want to update the Deals feature so you can add Lease deals to the REW CRM, in addition to Sell and Buy.

What stages would you like to see for leasing a property?

For the Buy stages, we have:

  • Appointments

  • Buyer Contract

  • Offers

  • Pending

  • Closed

For Sell stages deals we have:

  • Appointments

  • Listing Contract

  • Go to Market

  • Offers

  • Pending

  • Closed

What stages would you like to see? Would Lease stages be any different to Buy or Sell? Let us know down in the comments :slight_smile:

tenant prequalified stage (like completed background check, credit check) maybe like a yes or no kind of perspective?

landlord and tenant proof of income stage (the first stage could be 2 months but if more were needed then maybe a stage for that or to indicate additional income needed)

landlord and tenant “lease - anniversary” stage to follow up each year.

landlord “potential property sale” stage as a way to follow up for a potential sale of the property after a number of years…

Landlord prelist stage to prepare for staging and pictures.

Just some suggestions

1 Like

Thanks Priscilla! This feedback is super helpful :slight_smile: