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Statuses |
Description |
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Pending |
Agent Entered Deal
|
|
Conditional |
Deal has Outstanding Conditions/Subjects
|
|
Conditional Approved |
Deal has Outstanding Conditions/Subjects and has been reviewed by a broker or manager
|
|
Firm |
Deal is a Firm Sale |
|
Firm Approved |
Deal is a Firm Sale and has been reviewed by a broker or manager
|
|
Completing |
Payment has been received for the deal and awaiting payout
|
|
Complete |
Deal has been Paid Out and is Complete |
|
Collapsed |
Deal is dead or void, conditions have not been satisfied
|
|
Collapsed Approved |
Deal is dead or void, conditions have not been satisfied. It has been reviewed by a broker or manager |
When Statuses Change
The Status changes within a Deal manually or automatically.
|
Statuses |
Change |
|
Pending |
Deal will default to this status when an agent enters a deal
|
|
Conditional |
Brokerage administrator must manually make a deal Conditional
|
|
Conditional Approved |
Broker or manager will manually change a deal to Conditional Approved upon review
|
|
Firm |
Brokerage administrator must manually make a deal firm once all conditions/subjects are removed. |
|
Firm Approved |
Broker or manager will manually change a deal to Firm Approved upon review
|
|
Completing |
Deal will change automatically to Completing when a payment is received in Deal Manager
|
|
Complete |
Deal will change automatically to Complete when the deal Paid Out and is Complete through Single deal payout or the Batch Payout Process. |
|
Collapsed |
Brokerage administrator must manually make a deal Collapsed or Void if the conditions have not been satisfied
|
|
Collapsed Approved |
Broker or manager will manually change a deal to Collapsed approved upon Review |
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