Effortless Transaction Management for Real Estate Teams
Close deals faster and eliminate paperwork headaches with a digital-first platform for managing every document, signature, and workflow from offer to close.
Plans start at $14.99/month. See full pricing.
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 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
Manage every party on the deal
Buyers, sellers, listing agents, selling agents, lenders, title — everyone who touches the transaction, in one place. Linked to your CRM so you're not retyping contact details into every form.
Pull buyer / seller details straight from the contact you already have. No re-typing names, emails, or phone numbers.
Each party only sees what they're meant to. Lenders can't see internal commission splits; the seller doesn't see your follow-up notes.
Names, contact info, license numbers, and entity details flow into every document field automatically.
Stage-driven checklists that auto-populate
Define a checklist template once per stage. When a transaction moves into that stage, the items create themselves with due dates calculated from the move-in date and assignees pre-routed by role.
Items appear the moment a transaction enters a new stage. No manual rebuild for every deal.
Each item has a day-offset from when the stage starts — "Inspection due 7 days after acceptance" without anyone typing dates.
Items route automatically to the listing agent, transaction coordinator, or whoever owns that step on this kind of deal.
Every transaction shows a progress bar per checklist so you can spot the deal that's stalled at a glance.
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
Monitor transaction progress, spot bottlenecks, and optimize your process with live 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
Live updates: Status changes • 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
Built for the rules where you close
Per-state requirements for disclosures, notary, remote online notarization, and witness signing — encoded into the workflow, not bolted on after the fact.
DRE-aligned disclosures, witness rules, and RON support
TREC contract forms and notary requirements
Title and closing workflow specifics
Attorney-closing and mortgage tax handling
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.