Effortless Transaction Management for Real Estate Teams
Close deals faster and eliminate paperwork headaches with a secure, digital-first platform for managing every document, signature, and workflow from offer to close.
Smarter Document Management for Every Transaction
Upload, organize, and collaborate on all your transaction documents in one secure hub. Instantly detect form fields, standardize workflows, and save hours on every deal.
Auto-detect fields & generate instant previews
Reusable templates for every transaction type
Track changes & maintain a full document history
Encrypted cloud storage with automatic backups
Supported Formats: PDF • Word • Excel • Images • All major document types with auto-conversion
Fast, Secure E-Signatures for Real Estate
Get documents signed in minutes, not days. Support for sequential and parallel signing, multiple signature types, and real-time status tracking—so nothing slows your deals down.
Multiple Signature Types
Draw • Type • Upload • Mobile signing • Initials • Date stamps • Custom fields
Smart Recipient Routing
Sequential or parallel signing • Role-based access • Authentication • Automated reminders
Enterprise Security
Bank-level encryption • Full audit trails • Legal compliance • Tamper-evident seals
Automated Workflows That Keep Deals Moving
Build reusable workflows for every transaction type. Set up automatic reminders, conditional routing, and trigger-based actions so nothing falls through the cracks.
Envelope Management
Create from templates • Bulk send • Status tracking • Expiration settings • Void & correct
Smart Notifications
Automatic reminders • Status updates • Completion alerts • Custom schedules • Email & SMS
Seamless Integration
CRM sync • Calendar integration • Webhook support • API access • Third-party connectors
Intuitive Document Editor with Real-Time Collaboration
Prepare documents for signing with a powerful, collaborative editor. Drag and drop fields, assign recipients, set validation rules, and work with your team in real time.
15+ field types • Smart positioning • Bulk actions • Copy between pages
AI-powered field recognition • One-click mapping • Validation rules • Default values
Real-time editing • Comments • Version history • Permission controls
Prepare documents in minutes
Analytics & Tracking for Confident Closings
Instantly monitor transaction progress, spot bottlenecks, and optimize your process with real-time dashboards and actionable reports.
Transaction Metrics
Completion rates • Time to close • Bottleneck analysis • Volume trends
User Activity Reports
Agent performance • Login activity • Document views • Signature status
Compliance & Audit
Full audit trails • Tamper evidence • Access logs • Legal compliance
Custom Reporting
Build custom reports • Export data • Schedule delivery • Visual dashboards
Real-Time Tracking: Live status updates • Push notifications • Email alerts • Dashboard widgets
Enterprise-Grade Security & Compliance for Every Transaction
Protect your most sensitive documents with bank-level encryption, comprehensive audit trails, and industry-leading compliance. Trust every transaction from start to finish.
- 256-bit SSL encryption for all data transmissions and storage
- Comprehensive audit trails with tamper-evident technology
- SOC 2 Type II certified with regular third-party security audits
See Transaction Management in Action
Watch how top real estate teams use our platform to close deals faster, reduce errors, and deliver a seamless client experience. See the complete workflow from document upload to final signature.