An email-based assistant for real estate professionals that organizes client and transaction emails, attachments, contacts and key dates.
Free plan available
Transaction management tools for real estate
Milestones, checklists, brokerage coordination and closing workflows.
Organize real estate transaction documents, dates, and tasks.
See provider pricing
Prepare forms and coordinate real estate transaction workflows.
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Transaction workflow software for real estate professionals that builds tasks, deadlines and messages from an uploaded contract.
Free plan available
Automate transaction checklists, communications, and deadline tracking.
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Manage transaction files, checklists, and brokerage oversight.
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Manage real estate transaction files, forms, and review workflows.
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Pricing and market filters use documented information. Check current limits, availability and terms with the provider.
Before you choose
- Map the milestones, responsibilities and documents in your local transaction process. Confirm whether templates can be adapted to your brokerage and market.
- Test task assignment, deadline changes and permission boundaries across agents, coordinators and clients. A useful activity history should show who changed what.
- Check document export, retention, integrations and the full cost per user or transaction. Confirm any compliance requirements with an appropriate local adviser.