Deals

What is a deal?

Understanding deal structure in Tract

The core concept

A deal is the foundation of how Tract works. Everything in Tract — your emails, documents, deadlines, and contacts — gets organized around deals. Think of a deal as a living record for a single property or transaction. It exists to answer one question at any moment: what is everything I know about this transaction?

In a standard inbox, information about a property is scattered — the inspection report arrived in one email, the closing date is buried in another thread, the seller's agent contact is somewhere in your sent folder. A deal in Tract pulls all of that together into one place, organized around the property rather than the date things arrived.

What a deal contains
  • Every email linked to that transaction

  • All documents filed from those emails

  • Key dates and milestones on the deal timeline

  • Contacts involved in the transaction

  • Notes you've added along the way

  • A full activity log of everything that's happened

When to create a deal

Create a deal as soon as you start receiving emails about a property. The earlier you create it, the more complete the record becomes. You can create a deal for any active transaction — a listing, a purchase, a closing, or even an early-stage lead.