Clarity for every closing
The deal organizer that keeps timelines honest
Stop guessing what is next. See status by stage, who is on point, and exactly which task unblocks the deal.
Pipelines that match the way you sell
See every transaction by stage, assignee, or closing month so stuck deals stand out before they become problems.
- View by status, closing month, or assignee—filter in one click.
- Spot stuck deals immediately and trigger follow-ups from the card.
- Share pipeline views with your team to stay aligned.
Interactive timelines keep data fresh
Prompts nudge the next step so disclosures, inspections, and contingencies move forward on time without Friday status hunts.
- Prompts surface next steps across disclosures, inspections, appraisal, and contingencies.
- Update one date and the right milestones roll forward automatically.
- Everyone sees the same source of truth across web and the iOS app.
Urgent Deadlines
3 items- 7 days overdueFinancing contingency ends888 Bermuda Road, Henderson, NV
- Due todayInspection Period End888 Bermuda Road, Henderson, NV
- Due tomorrowTarget Close4455 Paradise Road 501, Las Vegas, NV
Documents and proof in one organized place
Files, notes, and activity travel with each deal so you can answer any question, any time, with a clean audit trail.
- Upload, request, and track files with simple statuses.
- Notes and activity create an audit trail clients can trust.
- Export a clean packet at closing without rebuilding the story.
Keep every transaction moving forward
Know exactly where every deal stands
Replace Friday spreadsheet rituals with a live pipeline, interactive timelines, and organized docs that your whole team can trust.
Designed for real estate transactions
Clear stages, predictable timelines, less back-and-forth.
Switch views without losing context—filters and sorts carry over.
Automatic reminders before critical dates so nothing slips.
Simple “done / needs attention” at every stage.
Push key dates to your calendar and your client’s.
The right prompt at the right time—no inbox firehose.
Active deals, closings this month, and revenue YTD.
See what matters for your role; hide what doesn’t.