Every listing has a stage showing where it is in its life. The stepper at the top of a listing shows the whole path with the current point marked.
#The stages
| Stage | Means |
|---|---|
| Created | The record exists, imported or entered, and has not been reviewed |
| Agent Reviewed | You have checked the details |
| Listing Live / Active | On the market |
| Under Contract | An offer is accepted and the deal is progressing |
| Sold | Closed |
| Expired | The listing period ended without a sale |
#What moves automatically
| Trigger | Effect |
|---|---|
| The MLS changes status | The listing follows, see Staying in sync |
| The expiration date passes and the status is not Sold | The stage becomes Expired automatically |
| You move it yourself | Some transitions prompt for related actions |
Expiry is automatic and worth watching
A listing that expires moves itself. Nothing is deleted and nothing is announced to anyone, but Expired listings are exactly the ones worth a conversation with the seller.
#Stages drive your automation
A stage change is an event, so it can send email. The Listing Stage Change trigger fires on it, see The 13 preset triggers. You can also build a custom trigger with specific from and to statuses, in the trigger builder.
Deal-side screens are documented separately
This page covers the listing lifecycle. Offers, documents and the deal pipeline are covered separately, that documentation is on its way.