Transaction Management

Every deal, every detail,
one dashboard.

Stop juggling spreadsheets, email threads, and sticky notes. Platto gives your entire team a single source of truth for every transaction — from offer acceptance to closing day.

Built around the way deals actually move

Every feature is designed to eliminate manual work and keep your team focused on closing.

Smart Task Queues

Tasks auto-generate from deal milestones and stage transitions. Your team always knows what needs attention next — without asking.

Deal Pipeline View

See every deal across your brokerage in one pipeline. Filter by stage, agent, branch, or date to find exactly what you need.

Deal Workspace

Each deal gets its own workspace with documents, tasks, people, commissions, deadlines, and a full activity timeline.

Milestone Tracking

Track every milestone from under contract to closed. Custom stages match your brokerage workflow, not a generic template.

Real-Time Notifications

Get notified when tasks are completed, documents are signed, deadlines approach, or deal status changes.

Multi-Party Collaboration

Agents, TCs, brokers, and clients all see the same deal — with role-appropriate views and permissions.

From contract to close — automatically

01

Deal enters the pipeline

Create a deal from MLS data or manually. Platto pulls property details, calculates deadlines, and generates the initial task queue.

02

Tasks flow to the right people

Smart queues route tasks to agents, TCs, or brokers based on role and stage. Everyone sees their priorities in one view.

03

Milestones advance the deal

As tasks complete and documents are signed, the deal progresses through stages. New tasks generate automatically.

04

Close with confidence

When every task is done and every document is signed, the deal closes. Commissions calculate and the audit trail is complete.

Ready to manage deals, not spreadsheets?

Start your free trial today. No credit card required.