What is the difference between Closed Deal, Lost Deal, and Dead?
Download MarkdownClosed Deal is a deal that closed and funded with title; it updates your KPIs and moves the lead out of your active pipeline into completed leads (your transaction coordinator marks these). Lost Deal is a deal you were in talks on
Closed Deal is a deal that closed and funded with title; it updates your KPIs and moves the lead out of your active pipeline into completed leads (your transaction coordinator marks these). Lost Deal is a deal you were in talks on where the seller closed with another company, and you only set it once that house closes; it is held for a manager to review the calls for training. Dead is only for dead-end records: not the homeowner, no knowledge of you, a bad or disconnected number, a duplicate, or a fake lead.
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- A new lead just came in. What do I do?Work it fast while it is New Untouched, which is a brand-new lead nobody has contacted yet. The moment you make a contact attempt, the lead becomes Discovery, and it stays there while you figure out whether it is a real selling le
- How many times will it dial a new seller lead?On each attempt, the dialer makes 2 dials in a row if there is no answer. Attempts climb a ladder from Attempt 1 through Attempt 2, 3, and 4, then a Final Attempt, and each attempt sets the next follow-up, spaced wider as you go:
- The seller is interested but not ready. Where does the lead go?Put it in Interested - Add to Follow Up. Use this when the seller is interested but not ready today and fits your ideal profile, or is not distressed but their asking price works or is within 20 percent of your maximum allowable o
- How do I stop other people from calling a lead while I work an offer?Move the lead to Interested - Set Offer Status. That locks the lead to the assigned manager, so no one else on the team calls it while you work the offer. Use it when you are actively working the deal: due diligence after the proc