Realtor Pipeline Overview

A brief look at our Realtor pipeline stages

Updated: 23 April 2024

Our Realtor Pipeline is designed to accelerate your business growth by fostering connections and relationships with realtors. The purpose is to establish and nurture these important connections that drive success in your real estate ventures.

Realtor Pipeline Stages

To access the Realtor pipeline, begin by navigating to the "Opportunity" section and then select the  "Realtor Pipeline" from the dropdown.

• New Prospect: In this stage, you'll find all new opportunities generated through our Realtor Package. These are realtors who have shown interest in collaborating with you.
• Connection Made: Once you've responded to your cold email prospect, move the opportunity card to this stage to track responses that require follow-up.
• Meet Scheduled: After successfully scheduling a meeting with your prospect, move the opportunity card to this stage to manage upcoming interactions.
• Working Relationship: Congratulations! If you've had a successful meeting and foresee a working relationship, move the opportunity card to this stage to track ongoing collaborations.
• Long-Term Nurture: For prospects with whom you've initiated communication, this stage allows for ongoing nurturing to foster future opportunities.

This pipeline is designed to streamline your workflow and enhance your realtor connections.