Transaction statuses are used to identify the various stages in a transaction’s lifecycle. As a transaction enters each stage, its status should be updated to reflect that stage. Statuses will also be used to define when checklists should get auto-applied to transactions.
Avoid combining statuses and labels or sides.
Good
Status Example:
Pending
Bad Status Examples:
Pending-Residential or Pending-Buying
Update or add statuses below to fit your office's terminology and workflow.
Status categories can contain multiple statuses to help track a transaction's specific stage.
Having multiple statuses in a category can also help you fine-tune precisely when checklists should be automatically added to a transaction.
Example Pending category statuses:
• Pre-closing
• Under Contract
• Ready
for review
| Active | # | |
|---|---|---|
| Active | 58 |
|
| Exhausted | 2 |
|
| here is the longest status possible here is the longest status possible here is the longest status possible here is the longest status possible here is the lo | 1 |
|
| SUPER STATUS PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 PLUS 🍔 | 666 |
|
| Working2 | 4 |
|
| Working, or Not? | 2 |
|
| Listing | # | |
|---|---|---|
| kristian test status EDIT | 5 |
|
| Listed | 138 |
|
| Listed for Review | 5 |
|
| Listed - Short Sale | 2 |
|
| Pre-Listing | 12 |
|
| Pending | # | |
|---|---|---|
| Contingent | 15 |
|
| Escrow | 4 |
|
| Offer Pending | 1 |
|
| Pending | 51 |
|
| Pending Offer | 2 |
|
| Other | # | |
|---|---|---|
| CREST | 1 |
|
| Lawyer Info | 2 |
|
| Lease Contract | 7 |
|
| Lease Option | 1 |
|
| Lease / Purchase | 0 |
|
| Listing has been closed but owner still talking to | 0 |
|
| MLS | 0 |
|
| New Lease | 1 |
|
| Office Use | 0 |
|
| Off Market | 0 |
|
| Property Management | 3 |
|
| Reconditioned | 0 |
|
| Referral | 0 |
|
| Subject | 0 |
|
| Temporarily Off Market | 0 |
|
| Unknown | 0 |
|
| Vacation Rentals | 0 |
|
| Closed | # | |
|---|---|---|
| Closed | 188 |
|
| Closed by Admin | 7 |
|
| Closed - Need Requirements | 3 |
|
| Closed with Warranty | 3 |
|
| Closed w/o Warranty | 0 |
|
| Final | 0 |
|
| Foundation Collapsed | 1 |
|
| Listing - Closed | 0 |
|
| No hope | 1 |
|
| Payout | 1 |
|
| Payout / Follow-up | 0 |
|
| Payout / Pre-Process | 0 |
|
| Payout To Review | 0 |
|
| Purchase - Closed | 0 |
|
| Rental Listing - Closed | 2 |
|
| Unknown - Waiting | 0 |
|
| Fell Through | # | |
|---|---|---|
| Fell Through | 0 |
|
| Foo | 2 |
|
| Single Status in "fell through" category | 5 |
|
| Terminated | 0 |
|
| Auto Expiry | # | |
|---|---|---|
| Expired / Withdrawn | 85 |
|