Your morning starts here
One screen shows everything that needs attention today — overdue tasks, pending signatures, upcoming closings, and schedule.
- KPI cards surface overdue tasks, pending approvals, and integration errors at a glance
- "Closing Soon" timeline shows deals approaching close with day-count urgency
- "My Tasks Today" sorts by priority so you always know what to tackle first
- Quick actions let you create a deal, upload a doc, or add a task in one click
Every deal, every stage, one view
Track deals from contract to close. See who's behind, what's stuck, and where the money is — all without digging through emails.
- Deal stage model (Contract → Inspection → Appraisal → Title → Closing) keeps everyone aligned
- Days-to-close countdown with color-coded urgency so nothing slips
- Exception badges surface risks, overdue tasks, and pending signatures per deal
- Contract price, commission split, and estimated close date on every card
Send, sign, and track — all built in
Upload documents, send for e-signature, and track status by deal. No more Docusign tab-switching or lost attachments.
- Built-in e-signature with draw, type, or upload options
- Real-time status tracking: sent → viewed → signed
- Document templates for REPC, disclosures, addendums, and more
- Audit trail with timestamps for full compliance
Every relationship, organized
Manage buyers, sellers, vendors, and lenders in one searchable directory. See deal history, activity, and contact details at a glance.
- Instant search by name, email, or phone across all contact types
- Multi-role support: Buyer, Seller, Agent, Vendor, Lender — all in one place
- Activity timeline shows last interaction and deal associations
- One-click actions: Create Deal, Add Task, Send Message
Your clients' own deal dashboard
Give buyers and sellers a clean, simple view of their deal progress — documents, next steps, closing countdown, and who to call.
- Personalized portal with deal stage timeline they can actually understand
- Closing countdown builds excitement and keeps everyone on track
- Document checklist shows what they need to sign or upload
- Savings proof pack shows the value you delivered — instant credibility
Numbers that actually help you sell
Track savings delivered, agent performance, deal velocity, and pipeline health — with one-click proof packs your clients will love.
- Savings ledger tracks projected, approved, and realized savings by deal
- Pipeline reports show volume, velocity, and conversion by stage
- Vendor scorecards compare service quality and preferred pricing
- One-click PDF proof packs show clients exactly how you saved them money
And that's just the start
Everything your brokerage needs, in one place.
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