Deals

The kanban that tracks every application from first interest through signed lease.

Last updated: 2026-05-10

What a deal is

A deal is the funnel record for one tenancy you're working on. It starts the moment a prospect raises their hand and ends when you either sign a lease or close the deal as backed-out or denied. One deal equals one pursued tenancy — if a prospect walks away and a different prospect picks up the same unit later, that's a new deal.

Why this matters: the deals board is the single place to see what's actually in flight. The dashboard won't tell you how many applications are sitting with landlords right now — only the Deals kanban does.

Find it at /deals in the sidebar.

The stages, in order

Open lane (a deal in flight):

1. lead — initial interest. Someone wants to apply but you haven't sent anything yet.
2. about_to_submit — you're assembling the application package.
3. submitted — application is with the landlord, waiting on a decision.
4. approved — landlord said yes, lease document not yet out.
5. leases_out — lease has been sent for signature.
6. rented — signed and finalized. The deal is closed in success.

Closed lane (a deal that ended without a lease):

• backed_out — the prospect or your side pulled out at any earlier stage.
• denied — the landlord declined the application.

The chips are colour-coded so you can read the lane at a glance: warm yellow as a deal opens, sliding through orange and into soft red as risk builds, then green for rented. Each chip also carries an n/6 step indicator (1/6, 2/6, …) so the order reads without relying on colour.

Active and Closed tabs

• Active — every deal still in an open stage.
• Closed — defaults to the last 30 days of rented / backed_out / denied deals. Use the date range for older retrospectives.

Moving a deal through the funnel

Drag a card from one column to the next. The board confirms with a toast.

Deals also get created automatically when a unit moves into submitted, approved, or leases_out and there isn't already a live deal on that unit. So if you flip a unit's status from the unit page, a matching deal appears on the kanban without anyone having to remember. This auto-create is idempotent — it never duplicates.

Finalizing — "Mark signed"

When the lease is signed and the deal is in leases_out, click Mark signed. In one atomic step:

1. The proposed rent is checked against the legal cap for this unit. Over-cap rents are blocked unless a brokerage admin has filed an override.
2. The lease is recorded (see Leases).
3. The unit moves to rented.
4. The deal closes as rented.

If anything fails, nothing changes — the deal stays in leases_out and the unit stays put. Fix the problem (most often a rent above the cap) and try again.

Capturing an exit reason

When you drag a deal to backed_out or denied, the board prompts you for a short reason — "prospect chose a different building," "credit declined." That reason shows on the Closed tab so you can run retrospectives: which buildings lose deals, which landlords decline most often, what falls apart late.

Who can see and edit what

See also

• Leases — what happens after Mark signed
• Renewals — the other side of the funnel, for tenants already in place