| Badge | When | What it means |
|---|---|---|
| Estimate | Before Under Contract | Worked out with the agent’s plan and tier today. It changes if the plan, the price or the rate changes |
| Locked | At Under Contract, if the agent has a plan | The plan, version and tier the agent was on at that moment are fixed. Later plan changes never touch it |
| Closed | At closing (Sold / Closed Won) | The figures are final. Corrections are made as adjustments |
| Voided | Closed Lost, an Expired listing, or moved back out of Under Contract | The deal no longer counts |
Moving a closed deal back
Moving a Closed Won offer back a stage returns its figures to Locked, not Voided. They close again when it reaches Closed Won.
#The rules
- A deal locks on the plan the agent was on when it went under contract, the plan in force on its contract date and assigned before that moment.
- A deal that went under contract before the agent had any plan stays "no plan" (gross only) for good.
- Before a plan is assigned or gets new terms, every deal already under contract or closed is locked first, so the change can only reach deals that go under contract later.
- If a deal missed its lock, for example it went under contract before locking existed, it locks the next time a dashboard is opened. A deal that is already closed when it first locks uses its closing date to pick the plan and tier.
- A locked deal is recalculated if its price, terms or people change, always on the same plan, version and tier.