What do the individual stages mean, and how do I move a deal on?

The seven stages track how far a case has progressed, not how it ended. Drag a card into the next column once that step has actually happened.

• Offer/negotiation — the offer is in, the terms are not yet settled.
• Review — once the offer is accepted, the detailed property data is requested, and the required evidence tasks follow from it. This stage can be switched off per office; then neither happens.
• Reservation — money has changed hands from here on. The option or reservation payment makes the case binding, and from this stage outstanding points are flagged on the card.
• Before closing — the stage between reservation and the notary appointment.
• Notary — the appointment is set. This is the latest point at which a complete check must be in place.
• After closing and Completed — the two stages following the appointment. They have no kanban column and are set from the table view.

Only three of these stages carry mechanics of their own: “Review” the property data, “Reservation” the payment and the notice area, “Notary” the readiness indicator. The rest mark the position in the process and nothing more.

Outstanding points deliberately do not appear before “Reservation”: a fresh offer has naturally not completed anything yet. A note that appears on every card stops being read. In the “Notary” stage, a card additionally shows when nothing is left outstanding on that case.

The “Completed” stage is not the same as a closed deal. Moving the card there brings up a notice that it now sits in the last column but that the deal does not yet count as closed — until then it counts as ongoing in any evaluation. Closing itself happens through “End deal …” in the card menu.