ORBIT, your AI partner- Deal
- The Lins · purchase
- Sale price
- $990,000
- Commission rate
- 2.5%
- Commission
- $24,750
- Status
- Pending
- Closing date
- Recorded when won
Closing a deal
Move a deal to Closed Won, add two numbers, and the commission is calculated for you.
Real estate pipeline
Every deal by stage, and every dollar still to collect.
Tanero's pipeline tracks each client deal through real estate stages, from New and Showing to Offer Made, Negotiating and Under Contract, then Closed Won or Lost, with On Hold for deals on pause. Move a deal on the board or ask ORBIT; when you close it, the commission is worked out and unpaid ones wait on their own list. Plans start at CA$349 a month.
Questions? [email protected]
New1
Hélène Roy
$640KShowing2
The Fernandes
Kwame Asante
Offer Made1
Omar and Hiba
$1.08MClosed Won1
The Lins
$24,750At a glance
The facts, in one place.
- What it is
- A board of your client deals, by stage.
- Stages
- New, Showing, Offer Made, Negotiating, Under Contract, Closed Won, Lost and On Hold.
- Moving deals
- Drag a card, change the status, or tell ORBIT.
- Closing won
- Add the sale price and rate; the commission amount is worked out.
- Closing lost
- Pick a reason, such as bought with another agent or budget mismatch.
- Commission status
- Pending, Invoiced or Paid.
- Dashboard
- Commissions earned and commission to collect.
- Your stages
- Rename, recolour, reorder or add stages.
- Price
- From CA$349 a month.
01The board
Your whole business on one screen.
Real estate stages
Ready from day one. Rename them or add your own.
- New
- Showing
- Offer Made
- Negotiating
- Under Contract
- On Hold
Lost reasons
Bought with another agent, not ready, unresponsive, budget mismatch, changed plans, or other with a short note.
Pending commissions
A list of its own for won deals not yet paid. Mark each one Invoiced, then Paid.
On Hold
Park a deal you'll come back to, without losing any of its history.
Ask ORBIT
“Move the Fernandes to Offer Made.” “What commission is still to collect this year?”
Reopen a deal
Move a closed deal back to an open stage. A paid commission stays, and the old price is kept in a note.
Leads stay separate
Leads have their own stages and join the board when you convert them to deals.
02Tracking deals
A spreadsheet of deals is out of date by Friday.
Deal tracking breaks when updating it is a separate job. On Tanero, ORBIT moves deals through the pipeline as the work happens, so the board shows where things really stand.
A spreadsheet tracker
- Rows you update after the fact
- Commission maths done by hand
- No record of why a deal was lost
- Paid and unpaid commissions mixed together
Your Tanero pipeline
- Deals moved by you or by ORBIT
- Price × rate worked out on close
- A lost reason on every lost deal
- Pending, Invoiced and Paid kept apart
03One deal's journey
From first showing to commission paid.
New to Showing
Omar and Hiba see three homes in Milton. You tell ORBIT: “Move Omar and Hiba to Showing.”
Offer Made
An offer goes in on a townhouse. You drag the card to Offer Made.
Under Contract
Terms agreed. At your word, ORBIT moves the deal and adds a task for the day the conditions come due.
Closed Won
You add the sale price and your rate. The commission lands under Pending commissions.
Paid
The payment arrives. You set the status to Paid, and Commission to collect goes down.
04Make it yours
Your pipeline, set up your way.
Start with the stages
The real estate stages are ready. Rename, recolour or reorder them in CRM settings, or add your own.
Bring your deals in
Convert leads into deals, or ask ORBIT to add your active clients at the stage they're in.
Close properly
Win with a price and a rate, or lose with a reason, so your board and commission totals stay true.
05Tracking options
A whiteboard, a generic sales pipeline, or one built for real estate.
| Question | Whiteboard or notebook | Generic sales pipeline | Tanero |
|---|---|---|---|
| Stages | Whatever you draw | Sales stages you rename | Real estate stages built in |
| Commission | Worked out by hand | A custom field, if you add one | Price × rate on close |
| Lost reasons | Rarely written down | A free-text field | Real estate reasons to pick from |
| Still to collect | A separate list | Usually not built in | Pending, Invoiced and Paid |
| Who moves deals | You | You | You, or ORBIT when you ask |
| Linked to calls and texts | No | Through add-ons | The same record as every conversation |
06Questions
Asked by realtors. Answered plainly.
What are the stages of a real estate pipeline?
On Tanero: New, Showing, Offer Made, Negotiating, Under Contract, then Closed Won or Lost, with On Hold for paused deals. You can rename them or add your own.
How do realtors track commissions?
Each won deal carries its sale price, commission rate and amount. Tanero lists them under Commissions, keeps unpaid ones under Pending commissions and shows earned and to-collect totals.
Can I mark a commission as invoiced?
Yes. Each commission is Pending, Invoiced or Paid.
What if a deal falls through after I mark it won?
Reopen it. The sale price and any unpaid commission are cleared, and the old price is kept in a Deal reopened note.
Can I add my own pipeline stages?
Yes. Rename, recolour, reorder and add stages in settings. A stage can be deleted only when it is empty.
Can one client have two deals?
Yes, for example a purchase and a sale. Each one moves through the pipeline on its own.
Is there a limit on the commission rate?
When ORBIT sets it, the rate is between 0 and 10 percent.
More of Tanero
Know where every deal stands and what it's worth.
See the pipeline, deals and commissions in a hands-on CRM demo, on real screens.