Seller Progress Overview
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Total Sellers
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Avg Completion
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Overall Progress
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Checklist Items
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Uploaded Files
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Seller Notes
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💬 Messages
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New Message to Seller
Seller sees this next time they open their checklist.
Registered Buyers
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Total Buyers
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NDA Confirmed
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Contact & Entity
Acquisition Criteria
Financial Qualifications
Background & Timeline
Motivation & Notes
CBR Generator
Load a seller from D1 to auto-populate their data, then generate a professional Confidential Business Review draft ready to share with qualified buyers.
1 Business overview
2 Financial snapshot
3 Key selling points
4 Deal context
CBR Draft — Review before sharing with buyers
Transaction Tracker
Track every deal from first contact to closing. Upload signed documents directly to each stage.
Active Leads
Seller prospects tracked outside the intake system — sourced by outreach, referral, or cold contact.