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 → Workspace → 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 the deal's health slips or one of its milestones goes overdue, and the card shows a count of overdue milestones. The same flags drive the Today screen's risk widget.

Inside a deal

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

• Overview — the working view: the deal's next action, its checklist, and recent activity, with sidebar widgets for stage & details, milestones, and notes.
• Documents — contract details, deal operations, and every file you've uploaded for this deal.
• Commission — the commission breakdown and expenses. Only owners and agents see this tab.
• Timeline — notes plus the full activity feed, everything that's happened on the file.

Importing the contract

Upload the executed contract on the Documents tab, then hit Import in Contract details. Northpoint reads the document and proposes values for the structured fields — dates, price, deadlines. You review each one and choose what to apply; nothing is written to the deal until you confirm.

Applying a blueprint

Blueprints are reusable checklist sequences — "new listing intake," "under contract," "post-close." From the Checklist on a deal's Overview tab, hit Apply blueprint and pick one: its items land on the checklist grouped by stage, with due dates keyed off the deal's contract date. Applied the wrong one? Remove blueprint takes its items back out and leaves your manual items alone. Blueprints themselves live in Settings → Workspace → Blueprints.

Financial visibility

Commissions and prices are sensitive. Only the workspace owner and agents see them — assistants and collaborators see the work without the money, and the Commission tab doesn't appear for them at all.