Transactions & Closing
Transaction checklists, party-based task assignment, deadline tracking, commission splits, earnest money trust accounting, e-signatures, and closing-day choreography.
Deal Pipeline
4 featuresMLS-Linked Pipeline
Deals connected to MLS listing data. Property details, photos, and status changes flow into the deal record automatically.
Multi-Pipeline Views
Separate pipelines for buyer transactions, seller listings, rentals, and investor deals. Kanban drag-and-drop across custom stages.
Offer Deadline Tracking
Multiple-offer situations with deadline countdowns. Track every offer, counter, and response with time-stamped audit trail.
Pipeline Forecasting
Deal value × close probability = weighted revenue forecast. See projected monthly closings and commission across the team.
Transaction Coordination
5 featuresParty-Based Task Assignment
Assign tasks to buyer, seller, lender, title company, attorney, inspector, or appraiser. Everyone sees their responsibilities.
Deadline Tracking from Contract Date
Inspection period (Day 10), appraisal deadline (Day 21), financing contingency (Day 30), closing (Day 45). Auto-calculated from execution date.
8 Pre-Built Transaction Templates
Buyer Purchase, Seller Listing, Dual Agency, New Construction, Commercial, Rental Lease, Refinance, and 1031 Exchange — ready to deploy.
Closing Countdown
Real-time countdown visible to agents, clients, and transaction coordinators. Milestone tracking with party-specific notifications.
Closing-Day Choreography
The wire, the recording, the key release, the lockbox removal, the sign pickup, the congratulations — sequenced as a workflow, not a mental checklist.
Commission & Trust Accounting
4 featuresCommission Calculator
Percentage, flat, tiered, and referral splits. Auto-calculate for every transaction based on deal value and team structure.
Multi-Party Splits
Agent, broker, team lead, ISA, referral source — handle any compensation structure with configurable split rules.
Earnest Money Trust Ledger
Segregated trust accounting for earnest money and security deposits. Full audit trail compliant with state real estate commission requirements.
Disbursement Management
Track disbursements at closing: commissions, referral fees, and transaction coordinator payments. Reconcile against closing disclosure.
E-Signatures & Documents
4 featuresMulti-Party Signing Flows
Buyer, seller, co-buyer, attorney — sequential or parallel signing with identity verification and completion tracking.
Real Estate Document Library
Purchase agreements, listing agreements, agency disclosures, addendums, inspection responses, and closing documents — templated and ready.
ZipForms & MLS Form Integration
Sync with ZipForms, TransactionDesk, and regional MLS form libraries. Populate from deal data automatically.
Document Box per Deal
Every document organized per transaction: contracts, disclosures, inspection reports, appraisals, title commitments, and closing disclosures in one folder.
The Offer Deadline
Three offers on the table. Highest and best due by 5 PM Friday. Every party notified, every counter tracked, every deadline visible. The stress of multiple offers managed by workflow, not adrenaline.
Closing-Day Choreography
The wire confirms at 10:12 AM. Recording at 11:30. Keys released at noon. Lockbox removed. Sign picked up. Congratulations text sent. The best day in real estate, orchestrated.