Pipeline & Tasks
Stage-based pipeline with tasks and approvals.
Everything stays linked to properties, contacts, and the knowledge graph. Approvals and audit trails are built in.
Pipeline snapshot
Live counts, refreshed automatically.
18 active
Lead
6
- New inbound owners
- Queued outreach
Diligence
5
- Docs in review
- Hazard checks running
IC
2
- IC briefs drafted
- Awaiting approvals
LOI
1
- LOI sent
- Owner requested terms tweak
Tasks & approvals
Linked to contacts, docs, and AI actions.
Sync on
Prep LOI for Capstone Estates
In progress
Due Today
Run flood + zoning refresh
Queued
Due Today
Summarize latest rent roll
Pending
Due Tomorrow
Automations
Schedule agent runs for enrichment, hazard refresh, and outreach drafting directly from tasks.
Stage guidance