Listing funnel for realtors: from inquiry to viewing

Guide · funnel
Listings and buyers often live in different files — that is why “forgot to call back” and “already rented” happen too often. A listing funnel links client interest to listing status.
Do not keep a listings list separate from a clients list — connect interest ↔ listing in one process card.
Minimum statuses that work
- Listing: active, on viewing, hold, deal, off-market.
- Client: new, qualified, viewing set, negotiation, lost, won.
- Required fields: budget/area, owner, next step with date, source.
Draw the funnel
Only real team stages.
Move into CRM
Listing + deal/interest + viewing calendar.
Ban workarounds
No viewing without a card.
Weekly report
Viewings → negotiations → drop-offs.
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