Shape your pipeline
Use buyer, seller and renting deal types, with stages and open, closed or lost outcomes configured for your agency’s process.
Transactions
A pipeline grounded in people and properties.
Build a clear view of the business you are working on. Every deal connects to real Contacts and a property, so its progress has a person, an address and a next step.
Inside rltr
Your pipeline, at a glance.
See your Contacts’ deals in the stages you define, with prices, projected closing dates and the people involved.
Deals
Built into your everyday work.
Connect the participants
Choose the Contacts involved and identify their Buyer, Seller or Renter relationship. A lead must move to Contacts before it can participate in a deal.
Link or create the property
Select an existing property or enter its address to create it with the deal. Related property and Contact information stays connected.
Keep transaction details together
Track price, commission, projected close and close date. Attach files and signature requests, and review the pipeline in a board organized by stage.
A closer look
What you can do.
- Buyer, seller and renting workflows
- Customizable deal types and stage outcomes
- Multiple Contact participants with explicit relationship roles
- Existing-property selection or address-based creation
- Files and eSign requests alongside the transaction
- Contact deals views and agency reporting
Completing a deal keeps the property visible through its Contact relationships. Contacts with open deals cannot be archived until those deals reach a terminal outcome.