Deals closing in the next two weeks with documents not yet in their Drive folder. Checked hourly; tick an item by hand in the deal if the paper lives elsewhere.
Conditions
Open conditions on conditional deals. Waiving one marks it done and updates its Calendar event.
Deadlines
Every outstanding milestone across every open deal, next 45 days.
Past clients
A check-in a week after the move, a review or referral ask at three months, and each anniversary. Mark one done or skip it.
All past clients
Pipeline
Transactions by stage, in the same colours as the side panel. Cancelled sits outside the pipeline.
Closings by month
Six months back, six forward.
ClosedScheduled
Transactions
Select a transaction to see its detail and share a client link.
Calendar
· every dated milestone, in its deal's stage colour. Select a day to list it; select a date to open its deal.
Income
Closed deals by closing date. "You keep" is after each deal's brokerage split and fee; profit is that less the year's expenses.
Client link
A read-only page showing only the address, the milestone dates and your contact details. No client name, MLS number, lawyer, documents or internal notes.
New transaction
Creates the Gmail label and filter and the Drive folder, the same as New transaction in the Chrome extension.
Add an expense
Staging, photos, ads, a closing gift. Only you see these.