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      Additional pipeline examples based on your investment strategy

      Customize your pipelines in Invelo based on your strategy — whether you're flipping, renting, rehabbing, or raising capital.

      Pipelines help you track and manage the flow of your leads and deals based on your investment strategy. While we provide default pipelines -- Acquisitions for your Lead Pipeline and Dispositions for your Deal Pipeline — you can create pipelines to suit other strategies like rentals, rehab, or creative finance deals.

      Below are several pipeline examples to inspire how you might organize your business operations in Invelo:

      Note: Adding custom pipelines is only available for Growth and Professional plan users.

       

      Rental Pipeline (Lead to Lease Flow)

      Ideal for buy-and-hold investors or BRRRR investors who plan to rent out properties.

      Sample stages:

      1. Potential Rental Property Identified - A candidate property is found for potential use

      2. Due Diligence / Rental Analysis - Analyze cash flow, expenses, rental comps, and ROI

      3. Offer Submitted - Offer made to purchase the property

      4. Under Contract - Seller has accepted the offer, and the deal is in escrow

      5. Acquired - Property officially bought and in your portfolio - 

      6. In Rehab / Turnover Prep - Renovations or cleanup underway to prepare for tenants

      7. Listed for Rent - Rental listing is live and available to prospective tenants

      8. Tenant Application Received - Applications are coming in for review

      9. Leased - A tenant has signed and moved in

      10. Cash Flowing  - Property is occupied and generating monthly income

       

      Rental Pipeline (Tenant Leasing Workflow)

      Designed for managing tenant leads and applications—from initial inquiry to move-in.

      Sample stages:

      1. Lead In – New renter inquiry or lead received

      2. Pre-screening – Initial qualification (income, timeline, basic criteria)

      3. Application Sent – Rental application has been provided to the lead

      4. Screening – Background, credit, and reference checks are in progress

      5. Pending Decision – Awaiting final decision on approval

      6. Lease Sent – Lease documents prepared and sent

      7. Lease Signed – Signed lease received from tenant

      8. Leased – Tenant has officially moved in

      9. Withdrawn – Lead decided not to proceed

      10. Waitlisted – Qualified lead added to future availability list

       

      Rehab Project Pipeline

      For investors actively renovating properties before resale or renting them out.

      Sample stages:

      1. Property Acquired – Purchase is complete and ready for project kickoff

      2. Rehab Scope Created – Detailed renovation plan and budget are defined

      3. Contractors Hired – Contractors selected and scheduled to begin work

      4. Work in Progress –  Renovation is underway

      5. Inspection / Punch List – Final walkthroughs, fixes, and quality checks in progress

      6. Rehab Completed – Project is finished and property is move-in ready

      7. Next Strategy: List for Sale or Rent – Decide whether to sell or lease the renovated property

       

      Private Lending / Capital Raising Pipeline

      Track your process for raising private capital or working with lenders.

      Sample stages:

      1. New Lender Contact – Initial interest or outreach from a potential lender

      2. Initial Call Completed – Introductory conversation completed

      3. Investment Opportunity Sent – Project pitch or funding details shared

      4. Commitment Secured – Lender agrees to fund or partner

      5. Funds Received – Money has been transferred, and the deal is funded

      6. Project Funded – Property deal or rehab is underway using the lender’s funds

      7. Returns Delivered – Investment is complete, and the lender has been repaid

       

      Lease Option / Rent-to-Own Pipeline

      Great for creative finance investors offering alternative homeownership paths.

      Sample stages:

      1. Lead Qualified for Lease Option – Buyer is interested in rent-to-own and meets criteria

      2. Contract Negotiation – Terms of the lease option are being finalized

      3. Signed Lease Option Agreement – Both parties have signed the lease and purchase option

      4. Tenant Buyer Screening – Additional credit/background checks for the tenant-buyer

      5. Tenant Buyer Moved In – Occupancy begins under lease option terms

      6. Option Period Active – Tenant is leasing with an option to purchase

      7. Sale Completed / Option Exercised – The Tenant exercises the purchase option, and the sale is completed

       

      Short-Term Rental (STR) Pipeline

      Tailored for Airbnb, vacation, or corporate rental operators.

      Sample stages:

      1. Property Identified for STR – Found a candidate property for short-term rentals

      2. Market Research & Pro Forma – Analyze location, nightly rates, occupancy, and profitability

      3. Furnishing & Setup – Design, stage, and equip the space for guests

      4. Listed on STR Platforms – Active listings on Airbnb, VRBO, etc.

      5. Bookings Active – Guests are booking and staying at the property

      6. Cash Flowing – Property is generating revenue

      7. Scaling / Automation In Progress – Adding more units or automating processes