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Statuses Explained
Statuses Explained

How to manage and update Property Statuses

Kylie avatar
Written by Kylie
Updated over a week ago

In this article we discuss how to manage and update Property Statuses.

Statuses allow you to apply certain statuses to your property records. Updating and maintaining property statuses helps you see which phase of the marketing process the records are in and allows you to easily find your leads, or properties with any other status through our property status filter.

Accessing Statuses

You can view all available statuses from the Statuses page, located on the left side bar of your account.

Managing Statuses

From the Statuses page, you can rearrange, create new custom statuses, edit, delete, and make inactive.

REISift Statuses

All accounts come with REISift base statuses. REISift statuses cannot be edited or deleted but can be disabled.

REISift Default Status

Use Cases

Buyer

The owner of the property is a buyer. Phonebook can also be used to manage buyers. For more information on our Phonebook feature please see Phonebook Overview

Buyer Found

A buyer has been found for the property

Buyer Lost

The Buyer backed out or canceled

Close Out

Can be used when the property is closed but your team needs to finish up any notes, review the deal, etc.

DNC

Do Not Call

Follow Up

Can be used if you did not reach the owner during the first attempt, or if the seller has said call back in X days.

Lead

Seller has expressed interest in selling. Can also use New Lead

Lost Deal

The deal fell through

New Lead

Can be used instead of Lead when an owner expresses interest in selling. After the property becomes a New Lead and you follow up with the owner, can further classify as Cold Warm or Hot and create custom statuses if you choose.

Not Interested

The owner is not currently interested in selling

Opt Out

Opted out of one form of marketing, for example, a contact may opt out of SMS but this doesn't necessarily mean do not mail

Prospecting

Can be used for "deep prospecting" if you are not able to reach the owner by the end of the marketing campaign

Push Deal

"Push" the offer to officially be accepted

Refer Lead

Referring the lead to another wholesaler, investor, etc.

Sold

Property is sold

Transactions

Property is under the transactions stage can be used for when the property has an accepted offer through to closing

Under Contract

The contract has been executed, or signed by each party

Underwrite

The loan is in the "underwriting" stage

Creating Custom Statuses

Custom statuses can be used for your different marketing phases to track your call or SMS attempts, for different flip project phases, or you can create statuses for the different departments in your company, such as marketing and acquisitions to simplify who needs to work on the records. These are just a few examples, there are many different possibilities with custom statuses

The amount of custom statuses you can create in your account varies per plan:

  • Essentials plan - up to 3 custom statuses

  • Professional - up to 8 custom statuses

  • Business Plan - Unlimited

To create a new custom status, click Create Custom Status located towards the top right of the Statuses page.

Next, enter the name of the status and select a color. This will be the color that appears as the background of the status from the Records page. Then click Create Status.

Rearranging Statuses

Statuses can be re-ordered or rearranged by clicking to the left of the status name and dragging and dropping. The order you see on the Statuses page will be the same order the statuses appear in from the drop down menu when changing status.

Editing a Custom Status

To edit a status, click the 3 dots located to the right of Active for the status you want to edit, and select Edit.

Here you can edit the name and/or color of the custom status. When editing a status, the status will be updated for any records that have this status. Next, click Save Status to save your changes.

Deleting a Custom Status

Custom statuses can be deleted by clicking the 3 dots to the left and selecting Delete. If there are properties associated with the status you are attempting to delete, the status will be removed from these properties and the records will have no status.

When deleting a custom status with properties associated with it, you will need to confirm you want to delete by typing in Delete Forever, then selecting Yes, delete it.

Disabling a Status

If there are any statuses you do not want to use, you can make them inactive. Inactive statuses cannot be applied to records and will not appear.


To disable a status, clicking to the left of the toggle located next to Active.

Applying Statuses to Records

Statuses can be applied to records from within an individual record, in bulk from the records page on upload, or through our integrations.

Updating Statuses Manually in REISift

To update a status manually, go to the Records page and open the record you want to update. Next, select the status from the drop down menu located towards the top right of the Property Details page.

Updating Statuses on Upload

To update a status on upload, include a Status column in your csv and map this column to the Status field on upload.


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When uploading to a custom status, the status will need to be created in your account first.

Need more help uploading? Check out our Uploading Data articles.

Updating Statuses through Integrations

Statuses can also be updated through Zapier or our direct integrations. All plans come with Zapier access, so you can set up zaps to update statuses in REISift from another platform. Please see Zapier Integration for more information on connecting Zapier with your REISift account.

If you are on our Business plan, statuses can be updated through our direct inbound integration with Calltools or Readymode. Calltools and Readymode will set up the inbound integration for you. For more information on integrations, check out the Integrations section in our Help Center.


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