Keyline Deals - Deal momentum

Carry context from first conversation to close.

Trace qualification, shortlist, showing feedback, offer movement, and contingencies without live listings.

Keyline Deals workflow

Track source, budget, neighborhoods, financing stage, and buyer or seller urgency.

Group properties, agent availability, feedback, next steps, and client follow-up in one board.

Keep offers, contingencies, inspection dates, lender tasks, and closing milestones visible.

1. Today on Keyline - Client momentum, showing pressure, and deadline risk.
2. Client pipeline - Keep every relationship anchored to a clear next move.
3. Fit board - Compare property options against client priorities.
4. Tour planner - Arrange showing windows and feedback around a practical tour.
5. Deadline line - Keep contingencies, inspections, and closing milestones visible.

All records and interactions stay in this browser tour and remain disconnected from customer and production systems.