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SiftLine Overview
SiftLine Overview

Overview and tour of SiftLine: visually manage your deal flows and pipelines

Kylie avatar
Written by Kylie
Updated over 3 weeks ago

What is SiftLine?

SiftLine is a Kanban-style board system that helps you visually manage your deal flows and pipelines. With SiftLine, you can create fully customizable boards for Lead Management, Acquisitions, Transactions, and your exit strategies (wholesale, flips, rentals).

SiftLine events are also included in Sequences, allowing you to automate your workflows. For example, you can create a sequence that automatically adds a record to your lead management board and creates a follow-up taks when a property's status changes to New Lead.

To get started, click SiftLine in the left sidebar of your account.

Note: While SiftLine is fully customizable, it is designed for managing records AFTER they become leads and for handling exit strategies. It is NOT intended for prospecting or managing a large volume of records. If you are cold calling or prospecting, we recommend managing from the Records page with custom filter presets. Once a record becomes a lead, you can move it to SiftLine.

Board Management & Permissions

The number of boards you can create depends on your plan:

  • Essentials Plan - up to 3

  • Professional Plan - up to 8

  • Business plan - Unlimited

There are three permission levels you can assign to control access to your board.

  1. Just Read: View-only access for team members.

  2. Read & Write: Allows users to view cards, add, delete, and move cards through phases.

  3. Admin: Full access to view, move, and delete cards as well as edit and delete boards.

Creating Boards

To create a new board:

  1. Click the + (plus sign).

  2. Name your board, set permissions, and create your phases.

  3. Click Save to finalize your board.

For more details, check out: Creating SiftLine Boards.

For a step-by-step guide on setting up your boards, see 👉 Set Up REISift CRM in less than 30 minutes

Adding and Removing Properties from a Board

Once a board is created, you can add properties (cards) directly from the board:

  1. Type in a property address.

  2. Select the record.

  3. Choose the board and phase where you want to place it.

  4. Click Import to add it.

There are also other ways to add and move cards between phases.

For more ways to manage, see Adding and Removing Properties from a Board.

Editing Boards

If you are the account owner or have Admin permissions, you can make changes by clicking Edit Board. This allows you to:

  • Edit board and phase names.

  • Update permissions.

  • Add or delete phases.

  • Delete the board.

For more details, see: Editing and Deleting SiftLine Boards.

Task View

Clicking the Task View button opens a list of tasks associated with the records in your board.

Drag and Drop Options

If full board drag & drop is disabled, you can only move cards within the visible area.

When enabled, you can scroll and drag cards freely across all phases

Sorting

You can arrange cards by:

  • Age (ascending or descending order)

  • Activity (ascending or descending order)

Switching back to manual sorting (default) returns them to the order in which cards were added.

Card View

Each card displays:

  • Owner Name

  • Property address

  • First phone number on record

  • Assigned team member

  • Property temperature

  • Number of lists the record is on

  • Number of tasks assigned

Deal Details

Clicking the eye icon opens a quick view of the deal details page. From the quick view you can:

  • Edit property address, record assignee property status.

  • Access Quick Links to Zillow, Google Maps, Realtor.com.

  • Skip Trace or Send to Predictive Dialer (Integrations).

  • Open in SiftMap to view property and owner details.

  • Navigate to previous or next record in the board.

  • View or Add Tasks for the record.

  • See Recent Activity with the record.

  • Contact the Owner.

  • View Card Stats: Card age, Number of inactive days, task counts

  • See SiftLine location (board and phase), move or delete the card.

  • Manage Lists and Tags (view, add, or remove).

Expanded View

The expanded view includes everything above, plus:

  • Message Board for notes and discussions.

  • Property Files – Upload or access recordings, documents, and other attachments.

To access the expanded view, click anywhere on the card or click the arrows towards the top right of the Quick View.

💡 Next Steps:

Don't miss our CRM Setup Tutorial: Set Up REISift CRM in less than 30 minutes


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