Follow the stage
Open a property to see its current stage, important facts, next required action, activity, and available specialist tools. The workspace changes emphasis as the opportunity moves from lead to analysis, offer, contract, and closing.
Use the right specialist
Underwriting helps evaluate the deal. Offer tools prepare the proposal. Marketing and buyer tools help position an approved opportunity. Negotiation tools support active conversations. Closing coordination appears when a contract is in place.
Treat generated work as a draft unless the screen says it was executed. Review facts, amounts, recipients, and approvals before any outward-facing step. Use the activity trail to understand what changed and who acted.