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Portfolio tracking

Track your own property portfolio and pipeline within OffMarketLeads.

Pipeline

The pipeline tracks properties through your acquisition workflow:

  1. Watching — Properties you're monitoring.
  2. Contacted — You've sent a letter or email.
  3. Negotiating — In active discussion with the owner.
  4. Offer made — Formal offer submitted.
  5. Exchanged — Contracts exchanged, awaiting completion.
  6. Completed — Deal done.

Drag properties between stages or update via the property detail page.

Tracking outreach

Every letter sent, email dispatched, and skip-trace performed is logged against the property. View the full outreach timeline on any property detail page to see what you've done and plan next steps.

Hidden properties

Properties you've reviewed and decided against can be hidden from your search results. This keeps your leads feed fresh and focused on new opportunities. Hidden properties are accessible via the Hidden tab if you change your mind.