Managing your deal pipeline

Adding a deal to your pipeline

From any property page, click the Actions button (top right) and select Add to Pipeline. Choose a stage from the dropdown — stages are customizable — and the deal appears in your pipeline.

Viewing your pipeline

Click Pipeline in the left sidebar. Your deals appear in Kanban view, organized by stage.

Changing stages: Drag and drop deals between columns, or click the three dots on any deal card and select "Move to" a different stage.

Customizing your view: Click the settings icon (three lines with a pencil) to choose which fields display on deal cards. Options include purchase price, cap rate, IRR, unit count, and many more. These fields update automatically when you Save to Archer from your model.

Saved views: Arrange your pipeline however you like, then save the view. You can create multiple saved views (by market, by team member, by deal stage) and share them with teammates.

User assignment: Assign deals to specific team members using the user field. Filter the pipeline by user to see each person's deal load.

How pipeline data updates

The pipeline displays data from your most recent Save to Archer. So if you update your purchase price in your Excel model and hit Save to Archer, the pipeline card reflects the new price.

If you've never saved an underwrite for a property, the pipeline shows only the basic property attributes (address, unit count, class). Once you run an underwrite and save, financial metrics populate.

Customizing pipeline stages

Click the settings gear on the pipeline page to rename, reorder, add, or remove stages. Common stage setups include:

• Screening, then Initial Underwrite, then LOI, then Best and Final, then Due Diligence, then Under Contract, then Closed
• New, then Reviewing, then Passed, then Active Pursuit, then Closed

You can name these whatever fits your team's workflow.