Step-by-step walkthrough of every stage in the Grenty deal flow.

📊 Pipeline Overview

Pre-Approval → [Info Required] → Risk Analysis → RPSA → Send to Sign → Payment → Active Contract
                    ↓                 ↓                                            ↓
              (wait for docs)    (if rejected)                               (auto-renew)
                                     ↓
                                   Lost

1️⃣ Pre-Approval

Trigger: Renter completes onboarding

What happens:

1. 30-second "Analyzing..." landing page
2. AI performs initial evaluation
3. Decision: Pre-Approved or Rejected

If Pre-Approved:

• Lead → Contact (CRM + Portal)
• Deal created automatically
• All parties assigned (Property, Unit, Renter, Broker/Realtor, Owner)

If Rejected:

• Stays in Leads module
• Status: Lost - Pre-Approval Failed
• Does not progress