The Homes tab is the central workspace for managing your property portfolio in Operator. It provides a clear, real-time overview of every property, organized by its stage in the sales cycle.
This view helps teams stay aligned, manage transactions, and maintain a clear record from contract through ownership.
Property Stages
Homes are automatically organized into three stages to support pipeline visibility and day-to-day management.
Pre-Contract
This tab displays available inventory that does not yet have an executed contract.
Under Contract
Once a contract is executed, the home moves to Under Contract.This is the primary workspace for managing the active buyer journey, including:
Construction milestones
Buyer tasks and events
Communication through closing
Closed
After closing, homes transition to Closed.This tab serves as a long-term record and is the entry point for managing the post-close ownership experience, including warranty and homeowner engagement.
Property Sections
Selecting a home opens its detailed property view. Each section supports a specific part of the transaction and buyer experience.
Overview
A summary of the home’s current status, recent activity, and key details.
Action Items
Manage templated task lists that guide buyers through required tasks and events, such as design milestones or site visits.
Construction
Track and update construction milestones to give teams and buyers visibility into build progress.
Documents
Upload, store, and share documents such as contracts, plans, and HOA materials with buyers and internal teams.
Updates
Post photos, videos, and notes to proactively communicate progress. Updates are shared with the buyer and visible internally.
Messages
A dedicated inbox for all communication related to the home, keeping conversations organized and tied to the property.
Gallery
A collection of all media associated with the home, including photos and videos, accessible to both your team and the buyer.
People
Manage everyone connected to the home.
Buyers
View buyer contact information
Send invitations to the App and Buyer Portal
Manage buyer access
Team
Assign internal team members and external professional contacts to the home so buyers have a clear directory of who is involved.
Property & Transaction Details
Access key information related to the home and the contract.
Property
View and edit physical details such as address, plan, square footage, and other attributes.
Transaction
View contract-related information, including pricing, execution date, and other transaction details.
Ownership Experience
After closing, Operator supports ongoing homeowner engagement.
Home Products
View and manage product-specific information tied to the home, including warranty details and other post-close services.