Transaction Management

Real estate transaction management that keeps the whole deal together.

Let's Track The Deal helps real-estate professionals organize the deal from the beginning of the relationship, then keep confirmed contract information, deadlines, documents, and next steps connected when the deal goes under contract.

Review Snapshot

Current priorities

Deadline Seller disclosure due September 5

Keep this on the short list for the coming week.

Document status Receipt still needs review

Check the receipt before marking the file complete.

The contract, timeline, and next work stay connected around the deal.

Transaction management starts before closing work

A real-estate deal does not begin only when a checklist appears. Listings, buyer representation, tenant representation, documents, contacts, resources, and status all need a clear home.

Let's Track The Deal keeps that surrounding work close to the deal so the under-contract workflow is not starting from scattered notes.

Review before the workflow depends on it

When a contract is uploaded, AI-assisted reading can help bring important information forward. Review & Confirm gives the professional a place to check that information against the contract.

The goal is to reduce retyping and searching while keeping the professional in control of what becomes trusted transaction information.

Built for the people carrying the file

Individual agents, transaction coordinators, teams, and offices all need practical visibility into what needs attention now and what is coming next.

In Early Release, the Forms Provider shortcut uses the provider you configure. The product keeps access to that provider close to transaction work; it does not replace your forms provider or choose one from your state.

  • Confirmed contract information
  • Deadline and transaction visibility
  • Documents and contacts connected to the deal
  • Role-appropriate organization for active work

Early Interest

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