From contract signed to keys handed over. Every deadline tracked.
A structured checklist for every real estate transaction — 6 stages, every milestone, every contingency date on one screen. Deals close. They don't fall apart.
6
Transaction stages
Contract → Inspection → Financing → Title → Clear to Close → Closing
Live
Deadline visibility
Every contingency date visible at all times
All
Active deals — one view
Every transaction in progress on one screen
Auto
Progress tracking
Completion updates as each milestone is checked off
See Transaction Pipeline in action
From contract date to closing — every stage tracked in real time
6 stages. Every real estate transaction covered.
Each stage has its own milestone checklist. Check one off — progress updates instantly.
Contract Executed
- Signed contract uploaded
- Escrow deposit tracked
- Key dates set (closing, inspection, financing)
Inspection Period
- Inspection scheduled and confirmed
- Inspection report logged
- Response deadline tracked
Financing & Appraisal
- Loan application submitted
- Appraisal ordered
- Commitment letter received
Title & Insurance
- Title search ordered
- Homeowner's insurance confirmed
- HOA docs reviewed
Clear to Close
- Final loan approval received
- Closing disclosure reviewed
- Wire instructions confirmed
Closing Day
- Final walk-through completed
- Signing scheduled
- Keys handed over — deal closed
How it works — 4 steps
Open a transaction and set the dates
Link the transaction to a deal from your pipeline. Set the contract date, closing date, and key contingency deadlines. The checklist populates automatically — no setup from scratch.
Work through the checklist stage by stage
Each stage has its own milestone list. Check off items as they're completed — progress updates instantly and the stage moves forward. Nothing gets lost between stages.
Deadlines stay visible — overdue items flagged
Every contingency date is always on screen. As deadlines approach, items are highlighted. Overdue items turn red — no manual checking, no date math, no surprises.
Close the deal and keep the record
When all milestones are complete, mark the transaction closed. The full history — every date, every milestone, every note — is saved in the deal record permanently.
Every deal tracked. No deadline missed.
60-minute demo. We walk through a live transaction together.