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Public Workflow Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one workflow type at a time.
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Workflow Guide

Retail Listing Workflow

Designed to secure a listing, prepare the property for market, launch cleanly, and manage offer-to-close activity with clearer milestones.

Best Fit

Traditional retail listings and broker-direct listings where the team is moving from intake through prep, active marketing, negotiation, and closing.

Primary Objectives

  • Secure the listing
  • Prepare the property for market
  • Launch with complete marketing and media
  • Generate offers quickly
  • Maximize seller net proceeds
  • Manage contract-to-close efficiently

Stage Order

  1. Lead Intake
  2. Listing Consultation
  3. Pre-Market Preparation
  4. MLS Launch
  5. Active Listing Management
  6. Offer Management
  7. Contract-to-Close
  8. Closing

Automatic Triggers

  • Template-based task cadence can fire at intake and again as the asset moves to listing, contract, and closing stages.
  • Stage movement can create the next task stack automatically when the workflow rules allow it.

Manual Decisions

  • Pricing decisions, listing readiness, negotiation strategy, and final close review still require human judgment.
  • Managers can request rework or notes before a file advances.

Branch Highlights

  • Pre-list marketing can stay private before full public listing when the owner wants controlled visibility.
  • Contract readiness and closing actions stay tied to document and checklist completion.

Control Points

  • Use Next Best Action and blocker panels in Asset Center to see what still has to happen before the file can move.
Workflow templates can be refined in Task Template Design and reviewed in Workflow Map, but this public page explains the intended sequence, automation, and operating purpose of the workflow.