Stage 1
WATCH
Initial shortlist
Stage 2
CONTACT
Seller outreach started
Stage 3
REVIEW
Comping and repair pass
Illustrative sequence
- Watch: a listing scores 63 with visible deferred maintenance and two price cuts. It gets moved to the shortlist instead of staying buried in search results.
- Contact: the seller phone and email are already attached, so the first call and follow-up note happen in the same place as the listing.
- Review: after contact, the investor checks comps, repair scope, and local constraints. If the opportunity still holds up, it advances.
- Offer / dead / nurture: the final outcome is explicit. The listing is either actioned, parked for later, or removed from the active queue.
Why this matters
- Teams stop re-opening the same listing and asking “did anyone call this yet?”
- Notes, contact attempts, and deal status stay tied to the listing rather than getting lost in another system.
- The workflow is simple enough for one operator but structured enough for a small team.
What the pipeline does not solve
- It does not replace a real CRM for large, multi-user outbound operations.
- It does not decide whether the property is a deal. It just keeps the process from getting sloppy.
Use the workflow on live listings
Test the shortlist-to-contact handoff in one market first, then decide if it replaces your current notes-and-spreadsheet flow.
