Real Estate Deal Tracker | ShapeKit | ShapeKit
Stop managing deals in five different spreadsheets.
Your brokers need kanban by stage. Your finance team wants a table sorted by close date. Your junior agent prefers a card view with map integration. One deal pipeline. Different views for everyone. No more “can you add a column” conversations.
Brookline Realty NYC deal pipeline
| Address | Agent | Stage | List price | Close | Comm. |
|---|---|---|---|---|---|
| 212 W 81st St, 4B | Maya | Under contract | $1.84M | Jul 09 | $48,800 |
| 88 Greenwich St, 22A | Jorge | Showing | $2.45M | Aug 14 | $66,150 |
| 545 W 23rd St, PHC | Maya | Offer | $3.95M | Jun 28 | $118,500 |
| 11 Fifth Ave, 8E | Priya | Closed | $1.22M | May 03 | $32,940 |
| 301 Front St, 2 | Jorge | Showing | $910K | Sep 18 | $24,570 |
Showing
88 Greenwich St, 22A
$$2.45MShowing
301 Front St, 2
$$910KShowing
Offer
545 W 23rd St, PHC
$$3.95MOffer
Under contract
212 W 81st St, 4B
$$1.84MUnder contract
Closed
11 Fifth Ave, 8E
$$1.22MClosed
One pipeline. Every agent shapes their view.
The problem
Your brokerage built a deal pipeline. It's good. It works. But then:
Your top agent reshapes it as a kanban board, tracking by stage.
Your finance team exports the data to a spreadsheet, sorts by close date and commission.
Your property manager wants a card grid with addresses and photos prominent.
Your assistant uses the original table because she just needs the basics.
You end up maintaining four versions. Agents stop using the tool. Data lives in email attachments and Notes. You spend cycles policing who's updated what.
How ShapeKit fits
Build your deal pipeline once. Describe your core data model: deals with stages, contacts, activities, and tasks. Your brokerage sees one unified system. Everyone else sees what they asked for.
Your top agent reshapes into a kanban board. Deals flow left to right as they move through your pipeline. She moves a card. The database updates. Everyone else sees the same deal in their view.
Finance asks for a table: deals, contact name, close date, commission. ShapeKit generates it. She filters by close date, exports the report, never touches the app again.
Your property team wants cards: property photo, address, deal stage. They get that. Same underlying data. Different UX.
Your assistant keeps the simple table view. Works fine. One system. Four ways to work.
Each person reshapes what they see. Each reshaping is a record in your system. You track which views drive the most engagement. You know what's working. No more guessing.
Skills in action
Deals
Core pipeline data. Stages, close dates, values. The source of truth.
Contacts
Buyers, sellers, partners tied to each deal. Linked, not siloed.
Activities
Showings, calls, messages. Every interaction logged in the context of a deal.
Tasks
Close date approaching. Document needed. Task. Assigned. Tracked.
What you get
- One pipeline. Everyone wins.
- Fewer support threads. Fewer “can you customize it” conversations.
- Clear signal on which views are used and which are ignored.
- New agent onboards? They shape their own view. You don't manage it.
- Your data stays yours. No SaaS lock-in.
- Your brand throughout. ShapeKit sits in the background.
Ready to stop managing spreadsheets?
Let your team shape what they see. We handle the rest.