---
title: Seller & Buyer Deal Workflow Basics
description: Seller and buyer deal workflows are at the heart of ListedPro.
---

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# Seller & Buyer Deal Workflow Basics

## Understanding phases & steps in deal workflows

Seller and buyer deal workflows are at the heart of ListedPro. Every deal is a sequence of **steps**, grouped by **phases**, carrying you from a brand-new deal to closing. This article explains how it's organized and how to move through it.

**The Listing (Seller) Workflow**

A seller-side deal runs ~20 steps across these six phases: 

- **Property:** Property Data, Walkthrough, Comparables.
- **Listing:** Home Tasks, Net Calculator, Listing Agreements, Multimedia, Seller's Disclosure.
- **Offers:** the Offers step, where the contract is captured.
- **Transaction:** Expenses, Contract Documents, Inspection, Appraisal, Survey & Title.
- **Pre-close:** Closing Readiness, Distribution Auths, Client Tasks, Agent Tasks.
- **Close:** Agent Checklist.

**The Buyer Workflow**

A buyer-side deal opens with two phases of its own: **Engagement** (Buyer Agreement, Consultation, Pre-Qualification) and **Discovery** (Client Preferences, Search Listings, Scheduling, Favorites). It then joins the shared flow at **Offers** and runs the same Transaction, Pre-close, and Close phases.

**The Deal Header and Tracker**

The top of every deal shows the property (photo, address, contacts, tags), the deal's critical dates, its status, and its list price. Beneath the header, the step tracker runs the full workflow as a strip of icons (the same tracker that appears in miniature on the dashboard card), and clicking an icon navigates to that step.

**The Execute View and Deal Progress Rail**

The deal's **Execute** view is the workflow itself. The **Deal Progress** rail on the left shows your completion count (e.g., 8/19) and lists each phase with its own progress (Property 1/3, Listing 5/5, and so on). Expand a phase to see its steps, and click a step to open it.

**The Step Workspace**

Selecting a step opens its workspace:

- **The step header:** the step's name and phase, its **Start** and **Due** dates, its **Owner**, and a status pill (e.g., In progress, Overdue) you can set from its dropdown.
- **Tags:** freeform labels you can add to the step.
- **The step tabs:** **Collect** (enter the step's information), **Verify** (review and confirm it, field by field; a few steps omit this tab), **Message** (send email from within the step), and **Automate** (the automation rules tied to this step). See [*Working a Step: Collect and Verify*](https://listedpro.ai/articles/working-a-step-basics-collect-and-verify?hsLang=en).

**Deal-Wide Views**

Alongside Execute, companion views aggregate across the whole deal: **Messages** (every email), **Automations** (every rule), **Documents** (every file), **Critical Dates** (every deadline), **Contacts** (the deal's people), and **Workspace** (the deal's freeform notes, tasks, and checklists).

- [Getting Started](https://listedpro.ai/articles/getting-started?hsLang=en)
- [Buyer & Seller Workflow Templates](https://listedpro.ai/articles/buyer-seller-workflow-templates?hsLang=en)
- [Create & Manage Deals/Listings](https://listedpro.ai/articles/create-manage-deals-listings?hsLang=en)
- [Property Phase & Steps](https://listedpro.ai/articles/property-phase-steps?hsLang=en)
- [Listing Phase & Steps](https://listedpro.ai/articles/listing-phase-steps?hsLang=en)
- [Offers Phase & Steps](https://listedpro.ai/articles/offers-phase-steps?hsLang=en)

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