Pipeline and deal execution

Pipeline is where every transaction lives from intake to close. It's the most data-rich surface in Northpoint — not because we want to overwhelm you, but because a real estate file has a lot of moving parts and they all belong together.

The four stages

• Intake — lead came in, exploring fit, strategy call scheduled.
• Active — under representation; touring, drafting offers, doing the work.
• Contract — under contract; milestones marching to close.
• Closed — recorded, commission booked, in the closed-business book.

Stages are configurable in Settings → Deal stages, but the four defaults are how most agents think about it.

Board vs. table

Board view (the default) gives you Kanban-style cards by stage — great for scanning and dragging deals between stages. Switch to Table when you need to see every commission, every expected close date, and every party in one scrollable list.

At-risk flags

A deal card lights up with an At Risk chip when one or more of its milestones is overdue. The number next to the chip is the count of overdue items. The same flag drives the Today screen's risk widget.

Inside a deal

Click into any deal and you'll see five tabs:

• Overview — price, stage, parties, expected close.
• Contract — the uploaded contract PDF, with structured fields extracted from it.
• Milestones — financing, appraisal, inspection, EMD, recording — each with a due date.
• Tasks — deal-specific execution items (often applied from a blueprint).
• Documents — everything you've uploaded for this file.

Applying a blueprint

Blueprints are reusable task sequences — "new listing intake," "under contract," "post-close." From a deal's tasks tab, hit Apply blueprint, pick one, and the tasks are added with sensible default due dates relative to the deal's stage. If you applied the wrong one, Undo blueprint removes them.

Financial visibility

Commissions and prices are sensitive. By default, only the workspace owner and agents see them. Assistants and collaborators see the work without the money — unless you explicitly grant financial access in the deal's sharing menu.