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Buyer Track

The buyer journey end to end — consult qualify search tour offer under contract. Every active buyer moves through the same stages with owned tasks and best-practice prompts.

14
Active buyers
5
Touring this week
3
Offers out
2
Under contract

Buyer pipeline

Consult
3 buyers
Nguyen, KimFirst meeting Fri · pre-approval pending
Delacroix, P.Buyer rep unsigned
Ortega familyReferred by Shana
Qualify
3 buyers
Barnes, T.Pre-approved $520k
WhitfieldLender: cross-qual
Amos, R.Cash · proof of funds
Search
3 buyers
Park, S.Saved 12 · McKinney
Everly, J.New listings alert on
Cole, M.Narrowing to 2 areas
Tour
3 buyers
Rivas, D.5 showings Sat
Hutton2nd showing 1429 Oakmont
Suarez, L.Open house follow-up
Offer
3 buyers
Barnes, T.Offer $498k · countered
Amos, R.Drafting offer
Park, S.Multi-offer situation
Under contract
2 buyers
HuttonOption ends Thu · inspection set
Rivas, D.Financing addendum in

Best-practice tasks · this buyer

Hutton — under contract · 1429 Oakmont Dr
Buyer representation agreement signed
Done
Earnest money delivered to title
Done
Schedule inspection (option period)
Due Wed
Order appraisal via lender
Due Fri
Review Seller's Disclosure with buyer
Open

Buyer Track · buyer journey pipeline · PURE merged workspace