Nothing slips between accepted offer and closing
Once an offer is accepted the job stops being persuasion and becomes dates and documents. That is a tracking problem, and it is the part that quietly costs brokerages money when a financing deadline passes unnoticed.
Buyer-representation agreements
Track whether a signed agreement is in place before showings, with the status visible on the contact rather than living in somebody's inbox.
Contract-to-close checklists
Every step of the transaction with an owner and a due date, so "who was handling that" has an answer on the screen.
The deadlines that matter
Inspection, financing, appraisal, and closing dates tracked from the contract, not from memory.
Reminders to the responsible person
The person who owns a step gets reminded before it is late — and the brokerage can see what is at risk across every live deal.
Documents on the deal
Generated summaries and documents attach to the deal record, so the file is the file rather than a folder plus three email threads.
Visible to the whole team
Coordinators, agents, and owners see the same status. Coverage during a vacation stops depending on a handover conversation.
How it runs day to day
- 1
Representation is confirmed first
Buyer-agreement status sits on the contact, so the question of whether it is signed gets answered before a showing rather than after.
- 2
The deal goes under contract
Key dates come off the contract into the deal record, and the checklist for that transaction type is created with owners assigned.
- 3
Steps get worked and closed off
Each item shows its owner, its due date, and its state. What is done is done; what is late is visibly late.
- 4
Reminders arrive before the date
The owner of a step is reminded ahead of the deadline, and the brokerage view shows every deal with something at risk.
- 5
Closing leaves a complete file
The deal keeps the whole history — conversations, documents, dates, and who did what — which is what you want if anything is ever questioned.
Included with the module
This is transaction tracking, not a transaction-management or e-signature platform, and it is not legal advice. It tells the right person that a date is coming and keeps the file in one place.
- Buyer-representation agreement status on the contact
- Showing gate tied to representation status
- Contract-to-close checklists per transaction type
- Step owners and due dates
- Inspection, financing, appraisal, and closing deadlines
- Automatic reminders to the responsible person
- Brokerage-wide view of at-risk deals
- Generated documents and summaries on the deal record
- Full activity history retained through closing
It only works because the other parts exist
Invite-only early access — request an invite
We are onboarding brokerages one at a time so each configuration gets built properly. Tell us about your team and we will get back to you.