Transaction management software
Transaction management, built for your brokerage.
Custom real estate transaction management software for brokerages: deal checklists, documents, deadlines and compliance review in one portal your agents, coordinators and brokers share. Built around your process, not a vendor's.
We'll look at your market and goals, then recommend what fits.
3x Web Excellence Award winner
Custom or off the shelf
When an off the shelf transaction tool stops fitting.
Tools like dotloop and SkySlope work for a lot of brokerages, and if one fits yours, keep it. Custom makes sense when your checklists don't fit their templates, when agents juggle the tool alongside a CRM and a portal, or when your coordinators track deals in a spreadsheet because the tool can't show what they need.
- Checklists that match your state, your office and your deal types
- The deal, its documents and the conversation in one place
- Broker review built into the flow, not chased by email
- Connected to your CRM and agent portal
What's included
Everything a deal needs, from contract to close.
Each feature is built to your process. These are the ones brokerages ask for first.
Deal checklists
Tasks for each deal type, assigned to the agent, the coordinator or the broker, showing what's done and what's late.
Documents and review
Agents upload documents to the deal, and the broker reviews and approves them in the same place.
Deadlines and reminders
Contract dates like inspection, appraisal and closing, with reminders before each one comes due.
Compliance before closing
See which files are missing documents before closing, not after, with a record of who approved what.
Transaction coordinator view
Coordinators see every deal they handle across agents, sorted by what needs attention today.
Client updates
Buyers and sellers see where their deal stands without calling their agent for an update.
How it works
From the first call to deals your office runs in one place.
- Step 1
Strategy call
We learn how your office works today, where the time goes and which tools you'll keep. If an existing product fits better, we'll say so.
- Step 2
Scope and quote
We map the workflows, screens and connections, and you get a written scope and a quote before anything is built.
- Step 3
Design and build
We design the screens with your team, then build them, and you review working software along the way.
- Step 4
Launch and training
We launch, train your agents and staff, and keep supporting it through ongoing hosting and development as your office grows.
More custom software
Other tools we build for teams and brokerages.
Questions
Transaction management software questions, answered.
What is real estate transaction management software?
Real estate transaction management software keeps every deal in one place from contract to close: the documents, the checklist of tasks, the contract deadlines and the broker's compliance review. Agents, transaction coordinators and brokers work the same file instead of passing it around by email.
Is custom software better than dotloop or SkySlope?
Not always. If an off the shelf tool fits how your brokerage works, it's usually the cheaper choice. Custom pays off when your process doesn't fit the tool's templates, when you want the deal connected to your own CRM and portal, or when your staff keeps a spreadsheet beside the tool to fill its gaps.
Does it include transaction coordinator software?
Yes. Coordinators get their own view of every deal they handle across agents, with the tasks and deadlines that need attention first. In-house and outside coordinators can both have access, limited to the deals they work on.
Can it work with our e-signature tool?
Yes, when it has an API, and most e-signature tools do. Signed documents then land in the deal file without anyone uploading them.
Who can see a deal?
You decide. Agents see their own deals, coordinators see the deals they handle, and brokers see the whole office. Clients see only what you choose to share with them.
How much does custom transaction management software cost?
It's quoted after a strategy call, because the price depends on your deal types, how many people use it and what it connects to. You get a written scope and a quote before anything is built.
Ready to run every deal from one place?
Book a strategy call. Show us how a deal moves through your office today, and we'll tell you whether custom or an existing tool fits better.
3x Web Excellence Award winner