Pipeline & Closing
Kanban pipelines, transaction checklists, commission tracking, CMA reports, e-signatures, and closing coordination in one workflow.
Deal Pipeline
5 featuresVisual Kanban Pipeline
Drag-and-drop deals across custom stages. Multiple pipelines for buyer, seller, rental, and investor transactions.
3-Column Deal Detail
List, detail panel, and sidebar — see pipeline context without leaving the deal. Activities, docs, and timeline in one view.
Stage Gates & Approvals
Require manager approval before deals advance. Won/lost tracking with reason codes for pipeline analysis.
Pipeline Forecasting
Deal value tracking with close probability. Weighted revenue forecast across the entire team.
Saved MLS Searches
Save property search criteria with automated alerts. Track new listings matching buyer preferences across MLS feeds.
Transaction Coordination
4 features6 Pre-Built Checklists
Buyer Purchase (25 tasks), Seller Listing (20), Rental Lease (15), New Construction (20), Commercial (18), and Refinance (12).
Task Assignment by Party
Assign tasks to buyer, seller, lender, title company, attorney, or inspector. Everyone knows their responsibilities.
Day-Based Deadline Tracking
Deadlines calculated from contract start date. Automatic reminders as deadlines approach.
Closing Countdown
Real-time countdown to closing date visible to agents and clients. Milestone tracking throughout.
Commission & Settlements
4 featuresCommission Calculator
Set split structures (percentage, flat, tiered). Auto-calculate for each transaction based on deal value.
Multi-Party Splits
Agent, broker, team, and affiliate commission splits. Handle any compensation structure.
Settlement Management
Disbursement tracking, escrow statements, and closing cost estimates. Full financial transparency.
Commission Reporting
Real-time dashboard showing earned, pending, and paid commissions by agent, period, or deal type.
CMA, Proposals & E-Signatures
4 featuresCMA Report Builder
Comparative market analysis with MLS data. Comparable selection, property analysis, and market trends in branded reports.
Listing Presentations
Pre-built proposal templates with CMA, marketing plan, timeline, and credentials. Track views and engagement.
E-Signature Workflows
Multi-party signing with sequential or parallel flows. Document preparation, field placement, and identity verification.
Contract Management
Drafts, sent, viewed, and signed status tracking. Complete audit trail for compliance. Auto-filed to the deal.
Close Deals Faster
Transaction checklists prevent missed steps. Deadline tracking eliminates bottlenecks. Commission calculates automatically.
Every Party Stays Aligned
Buyer, seller, lender, and attorney all tracked in one deal. Task assignments and status visible to everyone who needs them.