Tech Tuesdays - May 26, 2026

Tech Tuesdays: Pipeline Workflows, Data Tracking & Buyer Management

This Tech Tuesdays session focused on clarifying how deals move through the GenieREI pipeline system, ensuring dashboard metrics populate correctly, and streamlining buyer management workflows. The call also previewed several powerful features coming to the platform in the next four weeks. Whether you're navigating deal flow for the first time or troubleshooting why your dashboard numbers look off, this article covers everything discussed in the session.

Key Takeaways

• Pipeline movement is form- and stage-driven, not drag-and-drop. Each transition between pipelines requires either filling out a specific form or manually moving a deal to a designated stage.
• Dashboard metrics depend on specific data fields being filled out. If fields like Closed Date, Close Date, or Date Purchased are missing, your dashboard will show zero or incomplete data.
• The Acquisitions pipeline retains "Won" deals for conversion tracking purposes, while other pipelines move deals out to prevent duplicates.
• Use a single "Buyer Sonar" list tagged by county or zip code rather than creating dozens of separate lists for each area.
• The new "Qualify Buyer" button automates the buyer qualification process, assigns a KPI point, and routes the buyer to Dispo Dan for full team visibility.
• The Deal Marketing Street Address field must be filled out during the deal marketing workflow so buyer opportunities are searchable by property address.
• Several new features are launching within the next four weeks, including a "Market Deal" button, automated buyer info transfer to seller cards, and an AI Call Coach integration.

Step-by-Step Instructions & Processes Discussed

1. Moving Deals Through the Pipeline

Do not drag and drop deals between pipelines. Use the following methods for each transition:

Note on "Won" Status: When a deal is marked "Won," it disappears from the default "Open" view. To find it, filter your opportunities to show both "Open" and "Won" statuses simultaneously.

2. Understanding the Deal Marketing vs. Marketing Tracker Pipelines

Sending multiple deals to the same buyer used to overwrite their single opportunity card. The current two-pipeline system solves this problem:

• Deal Marketing Pipeline: A temporary pipeline that triggers the marketing workflows. Think of it as the launchpad.
• Marketing Tracker Pipeline: The permanent pipeline that holds a unique opportunity card for each deal sent to a buyer, preserving a complete history of all marketing activity.

Important: Always fill out the Deal Marketing Street Address field when running the initial deal marketing workflow. This ensures buyer opportunity cards in the Marketing Tracker are searchable by property address. For historical records where this field was not completed, update the opportunity name to include the property address as a temporary workaround.

3. Fixing Dashboard Metric Issues

If your dashboard is showing zero or incorrect values, check that the following required fields are populated:

Make it a standard practice to fill in all date fields and assignee fields (Closer, Dispositions Agent) at the time of deal progression to keep your dashboards accurate in real time.

4. Qualifying a Buyer Using the "Qualify Buyer" Button

The new "Qualify Buyer" button streamlines the buyer qualification process. Follow these steps:

1. Navigate to the buyer's contact profile in GenieREI.
2. Ensure the Buyer Markets field is filled out on the contact record. This is required for the workflow to function correctly.
3. Click the "Qualify Buyer" button.
4. The system will automatically:
   • Assign a KPI point to the user who clicked the button.
   • Reassign the contact to "Dispo Dan" to trigger downstream workflows.
   • Make the qualified buyer visible to the entire Dispo team for deal marketing purposes.

5. Buyer List Structure Best Practice

Rather than creating a separate list for every county or zip code you work in, use a single "Buyer Sonar" list for all unqualified buyers. Organize and filter within that list using tags (e.g., county name or zip code). This approach keeps your contact database clean and manageable as your buyer list scales.

Marketing Safety Tip: When running text campaigns to buyers through GenieREI, use the Number Intelligence feature to verify phone numbers before sending. This prevents high bounce rates that could lead to account suspension. Cost is approximately $0.017 per number checked. Always conduct buyer marketing through GenieREI to keep all data centralized and trackable.

6. Backdating Historical Deals

If you need to enter historical deals into the system after the fact, follow this process carefully to ensure accurate dashboard reporting:

1. Upload your historical deals as a contact list.
2. Add the tag under contract transfer to the list to trigger the correct workflows.
3. Use the bulk edit feature to move all relevant opportunities to the "Closed and Funded" stage.
4. Manually update the following fields on each opportunity to ensure dashboard metrics reflect the correct historical data:
   • Contract Date
   • Assigned Date
   • Close Date
   • Closer (assignee)
   • Dispositions Agent (assignee)

Skipping any of these fields will result in incomplete or missing data on your historical dashboards.

Upcoming Features (Next 4 Weeks)

The following features are currently in development and will be released soon:

• "Market Deal" Button: A new button on seller cards that allows you to market a deal to an individual buyer on a one-off basis — no need to re-run the full marketing workflow from scratch.
• Automated Buyer Info Transfer: When a buyer is moved to the "Property Assigned" stage, their contact details will automatically populate onto the corresponding seller's transaction card, eliminating manual data entry.
• AI Call Coach Integration: An AI-powered tool that analyzes recorded calls, provides performance feedback to agents, and alerts managers to missed opportunities. GenieREI is exploring a usage-based pricing model to make this accessible to clients of all sizes.

Action Items

For All Users

• Audit existing opportunities in the Marketing Tracker and update any that are missing property addresses — add the address to the opportunity name field as a searchable workaround for historical records.
• Begin using the "Qualify Buyer" button for all new buyer qualifications going forward.
• Ensure all date fields (Closed Date, Close Date, Date Purchased) and assignee fields are filled in on every opportunity card to keep dashboard metrics accurate.
• Always use GenieREI for buyer marketing campaigns and enable Number Intelligence before sending bulk text messages.

Specific Assignments from This Call

• Joshua: Update historical buyer opportunities with property addresses in the opportunity name field for improved searchability.
• Joshua: Launch the 50-piece certified mail campaign next week and report back on results.
• Joshua: Schedule a follow-up call with Connor to discuss Facebook marketing strategy.
• Connor: Follow up with John Lalonde regarding a usage-based pricing model for the AI Call Coach integration.

This article was generated from the Tech Tuesdays training call. For full context, watch the recording.