BA Business Development Engine
BDM Leads (Temp)
Sales Pipeline
Outbound Marketing
Tasks
Agent Management
▾
Referral tracking
Agent Route Planner
Admin
▾
Email Templates
Mailer Templates
Data
▾
Owners
Agents & Brokerages
▾
Agents
Brokerages
Transactions
▾
Lease Transactions
Rental Listings
Investor Purchases
Data cleanup
Networking
▾
Clubs
Events
My deals only
Phone Check-In
Add Prospect
Prospect Details
Stage
New Inbound
Attempting Contact
Nurturing
Appointment Scheduled
Working Deal
Ready for PMA
Drafting PMA
PMA Sent for Signature
PMA Signed - Onboarding
Complete
Suppressed
Assigned To
—
Source
Assessor
Zillow
RentCast
FB Marketplace
Referral
DCAD
TAD
Other…
Company (optional)
Contacts
Add person
Name *
POC
Remove
Phone
Email
Mailing Address
City / State / ZIP
Check for Owner Link
(Optional) Link this prospect to an existing owner record.
Properties
Add Property
Property
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Notes
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Find Owners to link
Enter contact/company details above to search for existing owners.
Type
Name
Phone
Email
Mailing
