Every listing goes through the same 11 stages, in order. Move a listing forward with Next Stage → at the top of the listing page, or back one with ← Previous Stage.
There are now 11 stages instead of 12. "3D Complete" is gone, 3D tours arrive with the photography, and "MM Complete" is now Photos & Reports In. Nothing is locked any more until a listing is Sold or Expired, see Editing at any stage.
#The 11 stages
| # | Stage | What you do | What happens when you move on |
|---|---|---|---|
| 1 | Created | Call the seller, confirm their details, fill in what you learn on the Details tab and book your property visit | The seller gets a "here's what's next" email |
| 2 | Agent Reviewed | Visit the property, look at recent sales nearby, agree the asking price and put it on the listing. Check the details, the paperwork is made from them | The paperwork is generated from the Details tab and the seller is told it is being prepared |
| 3 | Listing Setup | Send the paperwork for signature, and add the inspectors' and photographer's emails so their visits can be booked | You confirm the listing agreement is signed and the seller's disclosure is complete |
| 4 | MM Scheduled | Put each visit's date on the listing. The seller's "who is coming, and when" email waits until there is a date | You share the photos and reports with the seller; they get an email pointing to their dashboard |
| 5 | Photos & Reports In | Go through the photos and inspection reports, share them with the seller and get their approval | The seller is thanked and told the marketing is next |
| 6 | Marketing Material Completed | Make the marketing from the approved photos and walk the seller through it | The seller is told it is the last check before going live |
| 7 | Final Agent Review | Settle anything still open, then publish the listing to the MLS | The seller gets a "your home is live" email |
| 8 | Listing Live | Handle showings, pass feedback to the seller and watch for offers | The seller is told the house is under contract |
| 9 | Under Contract | Send each deal email as it happens, offers, repairs, appraisal, clear to close, and keep the dates up to date | The seller is congratulated on the sale |
| 10 | Sold | Send the closing emails as each step happens. The listing becomes read-only | — |
| 11 | Expired | The listing agreement ended without a sale. Call the seller about relisting | Relisting starts a new listing at Created |
#Moving forward: the "Moving to …" window
Every forward move shows you the emails it will send before anything goes.
- 1
Click Next Stage →.
- 2
The Moving to [stage] window opens.
It says how many emails the move sends, one row per email, with who it is to and the subject. If a stage sends none: "This stage sends no emails, so moving there emails nobody."
- 3
Check each email.
Show content to read it, Edit to change the subject or text for this one email, or untick it to not send it. Undo changes puts an edited email back.
- 4
Fix anything greyed out.
A row can be greyed out because a detail is missing (Fill in the form →), your email domain is not set up or verified, or there is no email address for that person (Add an address →).
- 5
Click Send N and move to [stage], or Move to [stage] without sending.
Cancel stops without moving. A message confirms "Stage updated to: [stage]".
The stage still moves even if an email fails, and the window shows what went out and what did not. An email already sent shows Already sent and is unticked, tick it to send it again. Missing required fields never stop the move, but they will be missing on the documents, so fill them in first.
#Moves with an extra check
| Move | What it asks |
|---|---|
| Agent Reviewed → Listing Setup | The Before this listing moves on window: a completion summary, and Document Signatories, who will sign. Check anyone marked Fallback, their document goes to your email. The documents are generated as soon as you move, see Documents and document signing |
| Listing Setup → MM Scheduled | Tick that the Exclusive Right to Sell Listing Agreement is signed and the seller's disclosure is complete. Book the inspection, enter its dates yourself, or tick Skip it for now |
| Into Photos & Reports In | Share the photographs and reports with the seller first, then tick I have shared the photographs and the reports with the seller |
#Moving back
← Previous Stage moves the listing back straight away, with no window. Moving back can send that earlier stage's automatic emails, but an email already sent is never sent again. Moving back into Listing Setup makes a new set of documents, and moving a Sold or Expired listing back one stage unlocks it for editing.
#Publishing to the MLS
At Final Agent Review the Overview tab shows Publish the listing to Doorify MLS. Click Review & publish, add anything under Needed before you can publish, then click Publish to Doorify. When the MLS shows it as live, click Next Stage → to move to Listing Live, this move is not automatic.
#Imported listings can start partway through
A listing that arrives through MLS import starts at whichever stage matches its MLS status, not always at Created, and imported listings send no stage emails. See The MLS import.
#Expiry
When the Listing Expiration Date has passed, the listing moves itself to Expired, its status becomes On hold, and the Expired stage's emails are sent, the same as moving it by hand. This is checked whenever the Listings page or the listing is opened. Listings that are Under Contract, Sold or Pending are never expired automatically.
If a listing expired by mistake, move it back with Previous Stage and correct the date, or relist it. Relisting starts a new listing at Created, see How a listing gets onto the platform.
#Stages drive your automation
A stage change is an event, so it can trigger email. The Listing Stage Change trigger fires on it, see The 13 preset triggers, or build a custom trigger with specific from and to stages in the trigger builder. The listing's own stage emails are covered in The Communication tab.