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.
Every feature is designed to eliminate manual work and keep your team focused on closing.
Tasks auto-generate from deal milestones and stage transitions. Your team always knows what needs attention next — without asking.
See every deal across your brokerage in one pipeline. Filter by stage, agent, branch, or date to find exactly what you need.
Each deal gets its own workspace with documents, tasks, people, commissions, deadlines, and a full activity timeline.
Track every milestone from under contract to closed. Custom stages match your brokerage workflow, not a generic template.
Get notified when tasks are completed, documents are signed, deadlines approach, or deal status changes.
Agents, TCs, brokers, and clients all see the same deal — with role-appropriate views and permissions.
Create a deal from MLS data or manually. Platto pulls property details, calculates deadlines, and generates the initial task queue.
Smart queues route tasks to agents, TCs, or brokers based on role and stage. Everyone sees their priorities in one view.
As tasks complete and documents are signed, the deal progresses through stages. New tasks generate automatically.
When every task is done and every document is signed, the deal closes. Commissions calculate and the audit trail is complete.
Start your free trial today. No credit card required.