Features
Purpose-built tools for every
stage of the deal
Helping you focus on what matters: reaching the finish line
Track Closings
Add transactions & Monitor Deadlines
Invite collaborators
Invite Clients & Vendors to a white Labeled Portal
Assign Tasks
Add tasks & Assign to Anyone
Manage Documents
Upload documents & organize with ease
Disburse Commissions
Manage commissions & generate CDA's
FEATURES
Purpose-built tools for
every stage of the deal
Helping you focus on what matters: reaching the finish line
Track closings
Add transactions & monitor deadlines
Add new transactions effortlessly with the help of AI, keeping every deadline in check. Automatic reminders and a clear timeline ensure you never miss a critical date, so you can stay organized and focused on closing deals.
Invite collaborators
Invite clients & vendors to a white labeled portal
Invite clients and vendors to a custom-branded portal that keeps everyone aligned. With your own branding, clients see a seamless experience, while real-time updates keep all parties in the loop and on track.
assign tasks
Add tasks & assign to anyone
Create tasks and assign them to anyone in just a few clicks. With clear task ownership and deadlines, your team stays coordinated, and nothing falls through the cracks.
manage documents
Upload documents & organize with ease
Store all your documents in one place, organized and easy to access for everyone involved. Share files securely, track updates, and ensure your team always has the latest information at their fingertips.
Disburse commissions
Manage commissions & generate CDA's
Easily calculate commissions and generate accurate disbursement authorizations in minutes. Streamline payouts, reduce errors, and keep everyone on the same page with transparent documentation.