Clarity for every closing
The deal organizer that keeps timelines honest
Stop guessing what’s next. See status by stage, who’s on point, and exactly which task unblocks the deal.
Pipelines that match the way you sell
- View by status, closing month, or assignee—filter in one click.
- See 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: disclosures, inspections, appraisal, contingencies.
- When you update one field, the right dates roll forward automatically.
- Everyone sees the same source of truth.
Documents and proof in one place
- Upload, request, and track files with status.
- Notes and activity create an audit trail clients can trust.
- Export a clean packet at closing.
Know exactly where every deal stands
Get clarity and momentum without the Friday spreadsheet ritual.
Designed for real estate transactions
Clear stages, predictable timelines, less back-and-forth.
Board and table views
Switch views without losing context—filters and sorts carry over.
Deadline tracking
Automatic reminders before critical dates so nothing slips.
Checklist by milestone
Simple “done/needs attention” at every stage.
Calendar sync
Push key dates to your calendar and your client’s.
Nudges, not noise
The right prompt at the right time—no inbox firehose.
At-a-glance reporting
Active deals, closings this month, and revenue YTD.
Role-aware views
See what matters for your role; hide what doesn’t.
Ready to add your brokerage? Talk to sales.