How Dispositions Works Inside DataSift.

The moment a contract is signed in Acquisitions, the record updates to Under Contract. That status change fires a sequence: the card moves to the Transactions Board, a Process Contract task is created and assigned to the Dispositions Coordinator, and the record is ready to route. The coordinator opens their task queue and it's already there.

The Transactions Board is the hub — every contract lands there first. The coordinator reviews the deal, sets the exit type, and the card routes automatically. Wholesale, Flips, and Rentals each have their own phase columns and task presets built for that exit. The Transactions Board holds the Closed and Fell Through statuses — when a deal finishes, the card auto-removes from the active view.

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Each board has its own phases and task presets. Wholesale moves through buyer activation, offer selection, and assignment. Flips move through scoping, rehab, and listing. Rentals move through scoping, tenant placement, and occupancy. Set the exit type and the card routes automatically.

Your buyers list is a pre-built list inside DataSift. Add buyers as records, tag them by buy box — market, price range, property type, cash or financed. When a wholesale deal is ready, filter by criteria, select the right buyers, and reach out directly from the record. Every conversation and offer logs on the deal.

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Every closed deal logs purchase price, total expenses, exit price or assignment fee, and net profit. Filter by exit type, month, or source list — no spreadsheet, no exporting. The data is on the record.

Yes. Both boards run independently inside the same account. Each has its own statuses, tasks, and sequences. One account, two pipelines, clean separation between them.

They update to Fell Through on the Transactions Board — the card auto-removes from the active view, a review task fires, and the record stays active. The seller is still in your account. Any future contact connects back to the original record. You never lose a deal. You sometimes lose the timing.

Use the STAB-THEM check on every record: Status, Tasks, Assignee, Board, Messages. Run the Deals Missing Task filter daily — it surfaces every active deal without a next step. Every deal always has a status. Every status always has a next task.

Filter closed deals by source list, exit type, or marketing channel. Open any record and the full history is there — first marketing touch to closed exit. Days-to-close, profit, deal source, every step in between. That's your playbook for where to spend your next marketing dollar.

No. Your account ships with all six SiftLine boards, task presets, sequences, and filter presets already wired. Learn the manual flow first — run deals step by step before leaning on automations. Once you understand each phase, the automations become something you earn. Most operators are running a live dispositions pipeline the same week they get in.