Navigating ListedPro

ListedPro is an AI-enhanced listing logistics platform built for residential real estate agents/teams. It gives every deal a structured, step-by-step workflow, from listing preparation through closing, and keeps your documents, messages, contacts, and deadlines organized in one place.

This article provides a high-level overview of ListedPro areas, so you know where everything lives.

• Deals: your pipeline. Every transaction appears here as a card showing the property and its progress through the workflow. This is your home base.
• Contacts: your directory of the people across your deals. Contacts attach to deals as participants.
• Templates: reusable workflows stamped onto every new deal, so each listing or buyer deal begins set up your way.
• Groups: shared workspaces for connecting with other agents and sharing your templates.

You will also find two account areas: the Connect page, for managing the Google Workspace services connected to ListedPro (Gmail and Google Calendar), and the Account page, for your profile.

1. Create the deal: From the Deals page, create a new listing (seller-side) or buyer deal. It's a short guided flow covering the property, your template, and your client.
2. Work the steps: Open the deal to see its workflow: steps grouped into phases, running from property data through offers, the transaction, and closing.
3. Manage offers: When a contract comes together, upload the document and let ListedPro's AI extraction pull the terms into structured fields for your review.
4. Track deadlines: Critical dates are tracked on the deal, visible in the deal's header, and sync to your Google Calendar.
5. Communicate and automate: Send an email directly from the deal using your connected Gmail, with merge variables that populate deal details. Automations can send routine messages as the deal progresses.
6. Close it out: Work the remaining phases until every step is complete.

Opening a deal takes you to its detail page. Across the top sits the property header (address, list price, and critical dates) and a phase tracker showing overall progress.

Below that, a row of tabs organizes the deal into areas:

• Execute: This is the primary area you'll work from day-to-day.
  • The left-hand navigation organizes the deal into 6 phases: Property, Listing, Offers, Transaction, Pre-close, and Close.
  • Each phase includes relevant steps, such as conduct a walkthrough or compare offers.
  • Each step has its own Collect, Verify, Message, and Automate tab.
• Messages: Every email on the deal, in one place.
• Automations: Every automation rule on the deal, in one place.
• Documents: Every file on the deal, in one place.
• Critical Dates: The deal's deadline tracker.
• Contacts: The people on this deal.
• Workspace: A flexible, freeform space for the deal's notes, tasks, and checklists.