Real Estate Deal Pipeline - Where Money Is Made
Two distinct deal types for real estate: Seller Deals (owner wants to sell) and Buyer Deals (searching houses for buyer). Each deal has complete context with all communication, stakeholders and documents in one card.
Pipeline Types
Mandate → Online → Visits → Offer → Reservation → Deposit → Won/Lost
Knowing Property → First Visit → Multiple Visits → Offer → Reservation → 10% Contract → Signing Deed → Won/Lost
Deals - The Core of Real Estate CRM
In real estate everything revolves around two things: Finding leads and closing deals. A Deal is where you make money. Tesoro has two main types:
Seller Deal (Sale)
Owner wants to sell their house. Agent appraises, lists the property, puts it online and on portals, runs social media campaign. Generates leads who are interested.
Buyer Deal (Purchase)
Buyer is looking for a house. This is where matching happens! Agent doesn't search for buyers but for houses for the buyer. Complete workflow from knowing property to signing deed.
Seller Deal Pipeline
From mandate to won/lost - complete workflow for sale deals with all stakeholders and communication in one overview.
Mandate
Owner gives assignment to sell house. Agent appraises and makes agreements.
Online
Property is online on portals (Idealista, Fotocasa, etc.). Photos, description, floor plans. Marketing campaign starts.
Visits
Interested buyers schedule viewings. Agent shows the house and collects feedback.
Offer
Buyer makes an offer. Negotiations begin. Back and forth until agreement or buyer walks away.
Reservation
Agreement reached! Property reserved for buyer. Off the market. Buyer arranges financing.
Deposit
Buyer pays 10% deposit. Contracts signed. Commitment from both sides.
Won
Notary appointment. Deed signed. Money transferred. Deal successfully closed!
Lost
Deal fell through. Financing not approved, or buyer or seller pulled out. Learn from it for next time.
Buyer Deal Pipeline - The Most Important One
This is where matching happens! From knowing property to signing deed. Momentum is crucial - stagnation means problem in the relationship.
Knowing Property
You know exactly what client is looking for. Budget, location, property type, wishes. Matching system gets activated.
bolt This must QUICKLY move to First Visit. If this gets stuck, something is wrong with the relationship building!
First Visit
Client has viewed the property once. First impression. Notes during viewing. 5-star rating in portal.
bolt If First Visit gets stuck and doesn't move to Multiple Visits, something is also going on. More contact = stronger bond!
Multiple Visits
Client has been back 2-3 times. Seriously interested. Brings partner, parents or advisor along.
Offer
Client makes an offer on the property. Negotiations with seller. Often back and forth.
Reservation
Offer accepted! Property reserved. Now financing must be arranged.
10% Contract
Financing approved. 10% deposit paid. Contracts signed. This is commitment!
Signing Deed
Notary appointment scheduled. Final inspection done. Deed signing approaches.
Won
Keys handed over! Client is now owner. Deal successfully closed. Commission earned!
Lost
Deal fell through. Financing not approved, structural issues found, or client pulled out. Learn from it.
The Momentum Philosophy
In real estate CRM, momentum is everything. A deal that gets stuck is a deal at risk.
"More contact = stronger bond. Momentum is key in real estate."
Everything in One Deal Card
When you open a deal card, you see everything related to that deal. Complete context without having to search.
Activities Tab
All activities: emails, calls, WhatsApp, meetings. Complete timeline of what happened.
Details Tab
All deal details: price, conditions, deadlines, financing status. Everything in one place.
Contacts Tab
Not just the seller/buyer, but also architect, energy label specialist, lawyer, notary, other agents - everyone involved with this deal.
Tasks Tab
All tasks related to this deal. Schedule viewing, call financing, send documents.
Notes Tab
All notes about this deal. What was discussed? What needs to happen? Everything saved.
Emails Tab
All emails related to this deal. Automatic sync with Gmail/Outlook. Complete history.
Calls Tab
All phone calls. Who called whom? When? What was discussed? Notes per call.
WhatsApp Tab
WhatsApp integration. All messages about this deal. Complete communication history.
Meetings Tab
All viewings and meetings. When? Where? Who was there? What was discussed?
Documents Tab
All documents: contracts, IDs, appraisal reports, financing documents. Everything in one place.
Buyer Deal - Properties Tab
In a Buyer Deal there's an extra tab that doesn't exist in Seller Deals: the Properties tab. This is where magic happens.
Matching Happens IN the Deal
In the Properties tab of a Buyer Deal you see the matching system. All matched properties appear there. Preselect lane, Propose lane - everything happens within the deal context.
Complete Integration
Matching is not a separate feature but integrated IN the buyer deal. You see immediately which properties fit this client. All within the same deal card.
Momentum is Crucial
Knowing Property → First Visit must happen QUICKLY. First Visit → Multiple Visits = more contact = stronger bond. Stagnation = problem.
Preselect Lane
Matched properties before agent approval
Propose Lane
Agent-approved properties ready for client
Interested
Client marked property as interesting
Rejected
Client not interested with reason
Stakeholder Management
A real estate deal involves many parties. Not just buyer and seller, but also:
Selling party, architect, energy label specialist, lawyer, notary, other agents with clients
Buying party, mortgage advisor, building inspector, notary, lawyer
The Momentum Philosophy
In real estate CRM, momentum is everything. A deal that gets stuck is a deal at risk.
Knowing → First Visit = FAST
As soon as you know what client wants, the first visit must happen quickly. If this gets stuck, something is wrong with the relationship.
First Visit → Multiple Visits
If client was there once but doesn't come back, there's also something going on. More contact = stronger bond!
Stagnation = Problem
If a deal doesn't move, red flags go up. Call the client. What's going on? Are there doubts? Act proactively.
"More contact = stronger bond. Momentum is key in real estate."
Kanban Board Preview
Visual Kanban View
All your deals in a clear kanban board. Drag & drop between stages.
Powerful Filters
Filter on agent, property type, price range, status. See through the forest. Find exactly the deal you're looking for.
Why Tesoro Deals Are Different
Most CRMs have one generic pipeline. Tesoro has two distinct types for real estate:
Two Distinct Types
Seller Deal and Buyer Deal each have their own workflow and stages. Not generic but real estate-specific.
Complete Context
Everything in one deal card: 10 tabs with all communication, stakeholders, documents. Nothing gets lost.
Matching Integration
Matching is not separate but integrated IN the buyer deal. Properties tab shows all matches.
Momentum-Driven
Philosophy built in: Knowing → First Visit = fast. Stagnation = problem. The system warns you.
Ready to Close More Deals?
Discover how Tesoro's real estate-specific deal pipeline increases your success rate.