Add Deal

Create a new deal in the pipeline. Update stages from the detail page to track progression.

Deal Identity

Deal Name *

Deal Type *

Asset Class

Deal Stage *

Priority

Deal Confidence

Property Address

APN

City

State

ZIP

Deal Value ($)

Equity Required ($)

Expected Close Date

Probability auto-sets to 10% for stage "Target Identified". Weighted value = deal value × probability.

Counterparty Name

Counterparty Type

Assigned To

Deal Source / Referral

Broker Representation

Status

Key Terms Summary

Next Action

Next Action Date

Only enter deal terms you can verify. Probability auto-calculates from stage — override only with documented justification.