The deals dashboard
Your dashboard is the home screen. It shows all your deals with key info at a glance:
- Deal name and property address
- Deal type (sale, lease, or other)
- Status (pre-contract, under contract, closed, etc.)
- Created by — who started the deal
Filtering and searching
- Search bar — find deals by name or address
- Status filter — show only Active, Pre-Contract, Under Contract, Closed, Archived, or Canceled deals
- User filter (admins and TCs only) — filter by team member to see specific agents’ deals
Quick actions
Click the menu icon on any deal card to:
- Open Documents for that deal
- Open the Chat with Homie
- View Deal Data
- Change the deal status
- Copy the deal ID
The left sidebar gives you access to:
| Section | What it’s for |
|---|
| Deals | Your main deals list |
| Checklists | Transaction checklists (if enabled) |
| Preferences | Your saved preferences for Homie |
| Upload Templates | Add new document templates |
- Profile — edit your name, phone, license info
- Team — view and manage team members
- Organization — brokerage details and offices
- Integrations — connect or manage SkySlope
- Sign Out
Inside a deal
When you open a deal, you’ll see:
- Documents page — all documents for this deal, organized in folders
- Deal data — contacts, dates, financials, property info
- Chat — your conversation with Homie for this deal
- Deadlines — key dates at the top of the documents page
You can move between these views using the navigation buttons at the top of each page.
Admins and TCs can toggle between My Deals and Team Deals on the dashboard to see deals across the organization.
