1. Business Tracker

1. Business Tracker

In this course we're going to help you learn the basics of the Business Tracker in RealOffice360™. Your Business Tracker is the hub of your real estate business allowing to always stay on top of what is going on today, what is coming up, and what you have achieved to date. Let's get started now, and discover the simplest way to work your daily business in real estate.

Course outline: 6 sections (Includes 5 Videos)

Estimated time to complete:  15 minutes

1-1. Overview


The Pipeline is the one place you can see your entire business at a glance. With one quick look you know who you are currently working with, who is coming up and who you have completed a deal for this year! The best part, that all of this is tied together with your Client Database and Deal list for seamless tracking! 

The Business Tracker is broken into five pre-set stages:

1. Leads 

If you don't know where to start, put people here who you want to talk to about real estate! Your friends? Your family? Your Social Media friends? Put them here as they could be your next deal. 

2. Prospects

This stage is for the people that you know want to buy in the next 6 to 12 months. Maybe you talked to a lead and they told you this firsthand? Perhaps you got an out of market referral of a client moving to town. This is the last stage before you either list the home or put the client under a buyer contract!

3. Active

You know what an active client is...do you have a listing? Are you currently working with a buyer? Place them in this stage as you are actively working with them today!

4. Conditional

The conditional stage was made for the deals that you have agreed to on paper and are now wait for all of the conditions to be removed. It is extremely important to not let these clients fall through the cracks as you have worked so hard to get to this point and a closed sale is just around the corner!

5. Closed

Congratulations, you have negotiated the deal and removed all conditions, the sale is FIRM! Upon placing your deals into this section you will be asked to confirm the sale details which will be saved in the Deal Manager helping you track your progress each and everyday!

1-2. Update/Edit Your Goal.

Want to change the goal you set in your initial setup? Have you hit your mark and you want to stretch higher? Watch the video below.

1-3. Add A Client

Don't know how to start? What the quick video below to learn how you add a deal!

1-4. Update Your Client - The Client Database Link

Wondering how this all works together? Want to update your client information in the RealOffice360™ Database? Watch the video.

1-5. Track & Close Your Deal

Have a deal added to the Pipeline? Great! Now watch the next video to see all the great things you can do in the Pipeline to track your business like never before!


1-6. Archive A Lost Deal

Sometimes we don't win all the deals. But we do want to track these deals for our records.

Watch the video below to learn more.

Free PlanMike McAra