Lead Records
Leads represent seller opportunity and underwriting context. Use this page to identify who needs review, then move into the linked property and workflow when the deal is ready to advance. Use the Pipeline Board when you want a stage-based visual operating view of the full deal system.
Search and Filter Leads
Filter by seller status, lead source, or text tied to the address or notes.
Page Status
Lead Role in the Wholesale Flow
Leads capture seller posture, motivation, and underwriting data. The linked property remains the deal anchor, so this page should help users decide which seller records need attention before continuing in workflow.
Lead Results
Review seller context, then move into the linked property or workflow as needed.
No leads found
No leads exist yet for this organization. Leads are created from properties, so the next useful move is to open the property pipeline and attach seller records there.