Deal management for real-estate agents

Deals in progress

See what is happening and move forward from here

Your day is full of clients, properties, calls, meetings, matches and tasks. Instead of searching through individual records, Deals in Progress brings together what matters now and what the next step may be.

Book a demo See how it works

See what is happening with every client

Move toward the next deal

All active deals in one place

A timely heads up

From a client database to a deal control center

Your workday is full of clients, properties, calls, meetings, matches and tasks. In the middle of all that, it is not always easy to see where each deal stands and what the right next action is.

That is exactly why we created Deals in Progress in Nadlan One.

Instead of opening the client card every time and searching for what happened recently, Deals in Progress gives you a clear picture of what is happening with the clients you are handling.

Who is in a process.
Who is waiting for follow-up.
Where a new opportunity appeared.
And what the next action is.

Deals in Progress does one clear thing:

It turns information into an organized next action.

A deal is a process

A real-estate deal develops over time.

A call takes place, properties are sent, a meeting is scheduled, a follow-up is made, a new property is published, and each of these events can create the next step.

So instead of asking only:

“What do I know about this client?”

You can start asking:

“What is happening with this client now, and what can move the deal forward?”

A Heads Up at the right time

Deals in Progress does more than display information. It draws your attention when something happens that is worth knowing about.

For example:

A new property that matches an existing client.
A client worth getting back to.
A deal waiting for the next step.
An action worth taking based on what has already happened.

At the same time, the AI-powered personal assistant on WhatsApp can alert you when something needs attention and help surface a process that is stuck or an action that may otherwise be forgotten, even when you are away from the system.

The idea is not to add more noise. It is the opposite: give you a small Heads Up at the right time, so you can decide whether and how to act.

Less searching. More moving forward.

In real estate, a small action at the right time can sometimes make all the difference.

Deals in Progress shows what is happening, identifies the next opportunity, and centralizes the follow-up.

And if something still needs extra attention, we also collect what is worth checking in Follow-up Required.

Because good real-estate software should not only store information for you.

It should help you understand what is happening now and what is worth doing next.

Further reading: Why deals are missed even when the client and property are already known.

FAQ

Questions about deal management for agents

What is deal management for agents?

Deal management for agents is a workspace that centralizes, in one place, the clients and properties that are in progress, so the agent can understand what's happening in each deal and what the next step is without opening every card separately.

What do you see on the deal management screen?

You can see, among other things, what stage each client or property is at, which properties were shown, what the last action was, what the next step is, which processes are stuck, and where follow-up is needed.

Why is it better to work from a central screen?

A central screen reduces the need to jump between client, property, and task cards. It gives one snapshot of active work and highlights what needs attention right now.

Does the system decide what to do with a deal?

No. The system organizes and surfaces information, but the agent remains in control and decides on the right action for each client, property, or deal.

How does deal management connect to the CRM?

Deal management uses information that already exists in the CRM: clients, properties, actions, follow-ups, and statuses. Instead of looking at each item separately, the central screen connects them into a single picture.

Is it possible to identify processes that aren't progressing?

Yes. One of the advantages of the screen is that it highlights processes that haven't progressed, tasks that weren't completed, or points where follow-up is needed.

Want to see all the deals on one screen?

Fewer cards to open. More understanding of what's happening.

See how Nadlan One centralizes active deals into one clear workspace.

Schedule a demo Call on WhatsApp