The kanban that tracks every application from first interest through signed lease.
Last updated: 2026-05-10
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.
Open lane (a deal in flight):
Closed lane (a deal that ended without a lease):
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.
rented / backed_out / denied deals. Use the date range for older retrospectives.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.
When the lease is signed and the deal is in leases_out, click Mark signed. In one atomic step:
rented.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.
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.
| Role | Sees | Can move cards |
|---|---|---|
| Agent | Deals on units you're assigned to | Yes, on your own deals |
| Brokerage admin / owner | All deals in the brokerage | Yes |
| Super-admin | All deals (read-only) | No |
| Landlord viewer | Not exposed | — |