Want to make your deal process easier? Check out REW Deals!

CRM REW CRM
#1

Hi everyone,

What’s the deal with your deals? If keeping track of your transactions feels like a circus act, it’s time to explore REW Deals! This feature is designed to take the chaos out of your pipeline and help you manage both buy-side and sell-side transactions. With clearly defined stages for each type of deal, you’ll have everything organized and accessible, which makes your workflow smoother.

Developing REW Deals
Developing REW Deals1500×855 66.6 KB

Buy-side stages:

REW Deals Overview (after buy side section)
REW Deals Overview (after buy side section)1500×548 24.2 KB

Sell-side stages:

REW Deals Overview (after sell side section)
REW Deals Overview (after sell side section)1500×609 24.6 KB

But it doesn’t stop at organization. REW Deals gives you the insights you need to make informed decisions. Want to keep an eye on sales volume, pending deals, or agent commissions? You can customize your views to focus on the metrics that matter most to you. The Card Totals on top of the page also show a snapshot of your KPIs, so you’ll always know where you stand in your deals.

Here’s how you can set up REW Deals on REW CRM:

  1. Log in to REW CRM and click “Deals” in the top menu.
  2. Click the “+ New Deal” button in the top right corner.
  3. Name your deal, upload an image if you like, and mark whether it’s buy-side or sell-side.
  4. Fill out the stages and key info like Description, Source, and Buyers/Sellers.
  5. Hit “Save,” and you’re all set!

Watch our REW Deals instruction video on REW Academy’s Video Gallery for a visual walkthrough!

Also, check out our blog post for the full details on setting up, best practices, and benefits.

I’m curious, is REW Deals something you think will be helpful to you? For those already using it, how are you finding it? Is there anything you’d love to see improved or added? Can’t wait to hear your thoughts!

#2

Hi Mheanne,

This is a really great start. In order to make Deals useful for managing transactions through closing, the customizable “subjects” section on both the buy and sell sides need to be date centric, i.e. X days after list date, or X days before closing, or X days after contract, etc. There also needs to be some sort of calendar or at least a task list sortable by due date that’s global for all current transactions so the user can see what needs to be done on any given day for all transactions in one place.

#3

Hi Sherida!

This is really good feedback! We’re already working on expanding notifications or reminders within the CRM and deals are definitely a part of this topic, this would potentially include the calendar too! I’ll definitely bring your comments to the team, I think customizable due dates for subjects would be great, maybe even for each deal stage?