Help Center · Deal Pipeline

Deal Tracking Board

The deal tracking board is your command center inside Deal Run. It gives you a visual overview of every deal in your pipeline, organized by stage so you can see at a glance what needs attention, what is moving forward, and what is stuck. Whether you are managing two deals or twenty, the board keeps everything in one place and eliminates the spreadsheets, sticky notes, and mental gymnastics that most wholesalers rely on.

The Kanban layout

The board uses a Kanban-style layout, which means your deals are organized into vertical columns, each representing a stage in your wholesale pipeline. The five columns, from left to right, are:

Active Marketing -- your deal is live and you are actively marketing it to potential buyers
Walkthroughs -- buyers have expressed interest and you are scheduling or conducting property visits
Offers -- you have received one or more offers and you are comparing, negotiating, or waiting for more
Under Contract -- you have accepted an offer, the assignment contract is signed, and you are heading toward closing
Closed -- the deal has closed, title has transferred, and your assignment fee has been collected

Each column displays a count of the deals it contains, so you can immediately see where your pipeline is heavy and where it is light. A healthy pipeline typically has the most deals in Active Marketing and progressively fewer as you move right toward Closed.

What each deal card shows

Every deal on the board is represented by a card. Cards are designed to give you the key information you need without clicking into the full detail page. Each card displays:

Primary photo -- the first photo uploaded for the property, or a Google Street View fallback if no photos have been added yet. This visual anchor helps you quickly identify which property you are looking at.
Address -- the full street address of the subject property, displayed prominently at the top of the card.
Asking price -- the marketing price you have set for the deal, shown in large text so you can scan prices across the board.
Key metrics -- a compact row showing beds, baths, square footage, and year built. These specs help you differentiate between similar properties.
Days in stage -- how long the deal has been sitting in its current stage. This is one of the most important numbers on the card because it flags stale deals. If a deal has been in Active Marketing for 21 days with no walkthrough requests, something needs to change -- your price might be too high, your buyer list too small, or your marketing package too thin.
Activity indicator -- a small badge showing recent activity such as new offers received, marketing page views in the last 24 hours, or pending tasks. This draws your eye to deals that need immediate attention.

Moving deals between stages

There are two ways to move a deal from one stage to the next:

Drag and drop

On desktop, click and hold a deal card, then drag it to the target column. As you drag, the target column highlights to confirm where the card will land. Release the card to complete the move. The stage change is saved immediately and a timestamped entry is added to the deal's activity timeline.

On mobile, tap and hold a deal card for about half a second until you feel a slight haptic feedback (on supported devices), then drag it to the desired column. Because horizontal space is limited on mobile, the board scrolls horizontally -- drag toward the edge of the screen to scroll to columns that are not currently visible.

From the deal detail page

Open any deal by clicking its card on the board. On the deal detail page, you will see the current stage displayed as a colored badge in the header. Click the stage badge to open a dropdown showing all available stages. Select the new stage and the change takes effect immediately. This method is useful when you are already reviewing a deal's details and want to advance it without going back to the board.

Stage gate warnings

When you move a deal forward, Deal Run checks whether certain recommended actions have been completed. For example, moving a deal from Active Marketing to Walkthroughs without having a marketing package published triggers a soft warning. These warnings are informational, not blockers -- you can always force the move if you have a good reason. But they help prevent deals from advancing prematurely when key steps have been skipped. See Deal Stages Explained for a complete list of stage gate checks.

Grid view alternative

While the Kanban board is the default view, some wholesalers prefer a flat list, especially when managing a larger number of deals. Toggle the view mode using the board/grid icon in the top-right corner of the deals page.

Grid view displays your deals in a sortable table with columns for address, asking price, stage, days in stage, last activity, offer count, and marketing page views. You can click any column header to sort ascending or descending. Grid view is particularly useful when you want to:

Sort all deals by price to see your most expensive properties
Sort by days in stage to identify stale deals that need price reductions or fresh marketing
Sort by last activity to see which deals have gone quiet
Quickly scan a large pipeline without the horizontal scrolling that Kanban requires on smaller screens

Both views show the same data and support the same filtering options. Your view preference is remembered across sessions.

Filtering deals

As your pipeline grows, you will want to filter the board to focus on specific subsets of deals. The filter bar sits above the board and offers several options:

By stage -- show only deals in one or more specific stages. Useful when you want to focus your morning on following up with everyone in the Offers stage, for example.
By date range -- filter by when the deal was created or when it last had activity. This helps you find deals from a specific acquisition period or identify deals that have been inactive for too long.
By price range -- set a minimum and maximum asking price to narrow the board. Helpful if you handle both low-end and high-end properties and want to batch your work by price tier.
By property type -- filter by single family, multi-family, townhouse, or other property types if your pipeline is mixed.

Filters can be combined. For example, you could filter to show only Active Marketing deals priced above $200,000 that were created in the last 30 days. Active filters are shown as removable pills below the filter bar so you always know what subset you are viewing.

Quick actions from the board

You do not always need to open a deal's full detail page to take action. Several quick actions are available directly from the board:

View marketing page -- opens the public marketing page for this deal in a new tab so you can see what buyers see, share the link, or verify that your latest changes look correct.
Send blast -- opens the email blast composer pre-populated with this deal's information, letting you fire off a new round of outreach without navigating away from the board.
Copy link -- copies the marketing page URL to your clipboard so you can paste it into a text message, WhatsApp, or any other channel.
Archive -- moves the deal to an archived state, removing it from the active board without deleting any data. Archived deals can be restored at any time from the Archived Deals section.

Quick actions appear when you hover over a card on desktop, or when you tap the three-dot menu icon on mobile. They save you clicks on the most common operations you perform throughout your day.

Adding a new deal to the board

Click the "+ Add Deal" button at the top of the board to start a new deal. You will be prompted to enter a property address, which Deal Run uses to pull in property data including owner information, mortgage details, tax assessment, and comparable sales. The new deal is created in the Active Marketing stage by default. From there, you can upload photos, create a marketing package, set your asking price, and start sending it to your buyer list.

For details on adding multiple deals at once, see Bulk Deal Management.

Tips for managing your board effectively

Review the board daily. Spend five minutes each morning scanning for deals with high days-in-stage counts or new activity indicators. This daily habit prevents deals from falling through the cracks.
Use days-in-stage as a health metric. If a deal has been in Active Marketing for more than 14 days without walkthrough interest, consider adjusting your asking price, expanding your buyer search radius, or refreshing your marketing package with new photos.
Keep your Closed column clean. After collecting your assignment fee and confirming all paperwork is complete, the Closed column serves as your track record. Over time, it becomes a powerful reference for your deal history.
Archive deals you walk away from. Not every deal closes. If you decide to pass on a deal or if the contract expires, archive it rather than leaving it on the board. A cluttered board makes it harder to focus on active opportunities.