Powerful Features for Modern TCs
Everything you need to manage transactions, teams, and deadlines — all in one platform.
AI Assistant
Built-in AI chatbot that answers questions about your transactions, team, financials, and deadlines in real time. Get instant answers without searching through files.
PremierAI Contract Parsing
Upload a purchase agreement or addendum and let AI extract key dates, parties, contingencies, and financial terms directly into your transaction — no manual entry.
Professional & aboveFinancial Builder
Fully customizable commission calculator with GCI, broker fees, partner splits, and net-to-agent breakdowns. Build your own financial fields and formulas.
Professional & aboveTransactions
Everything you need to manage a deal from contract to close — in one place.
Lifecycle & Status Tracking
Move deals through clear pipeline stages — Active, Under Contract, Pending, Closed, Cancelled — with full status history.
Key Dates & Deadlines
Track closing date, inspection period, financing contingency, and any custom date — with dashboard alerts as deadlines approach.
Multi-Party Management
Add buyers, sellers, listing agents, buyer's agents, lenders, title officers, and attorneys — each with their own role and contact info.
Documents & File Attachments
Attach contracts, addenda, disclosures, and any supporting files directly to each transaction for instant access.
Transaction Notes
Internal notes per transaction — log conversations, flag issues, and keep your team aligned without cluttering email threads.
Pipeline & Dashboard
Bird's-eye view of your entire pipeline with production stats — volume, GCI, and closed YTD — surfaced right on the dashboard.
Tasks & Checklists
Build once, reuse forever. Every task tracked from assignment to completion.
Task Checklists Per Transaction
Every deal gets its own task list. Check off items as you go and see completion progress at a glance.
Reusable Task Templates
Build templates for your most common transaction types and import them into any deal — pre-populated and ready to go.
Due Dates & Overdue Alerts
Set due dates on individual tasks, get flagged when anything goes overdue, and use bulk actions to reschedule or complete multiple tasks at once.
Task Assignment
Assign tasks directly to team members. Each person sees their own queue across all active transactions so nothing falls through the cracks.
Saved Custom Filter Tabs
Create and save your own filtered views — by assignee, status, due date, or any combination — so the right tasks are always one click away.
Email & Communication
Send professional, on-brand emails from inside every transaction — no switching apps.
Compose From Transactions
Write and send emails directly from any transaction. Every email is logged to that deal's history automatically.
CC / BCC & Autocomplete
Add CC and BCC recipients with full autocomplete from your contacts directory — no copying email addresses from elsewhere.
130+ Email Merge Codes
Insert dynamic data from your transaction — property address, buyer name, closing date, agent details, and much more — into any email or template.
Draft Saving & Email Scheduling
Save drafts and come back to them later, or schedule emails to send at the right moment — even outside business hours.
Send Delay + Undo
A configurable send delay gives you a window to catch mistakes and pull back an email before it leaves your outbox.
Gmail Integration
Connect your Gmail account to send emails using your own address and see replies threaded back into Facade — keeping your professional identity intact.
Calendar & Scheduling
Never miss a deadline. See every key date across all your deals in one view.
Full Calendar View
Month, week, and day views aggregate key dates, task due dates, and closing deadlines across every active transaction.
Upcoming Deadlines Widget
A dedicated dashboard widget surfaces the next 7–14 days of deadlines so you always know what needs attention today.
Google Calendar Sync
Two-way sync pushes closing dates, inspection deadlines, and task due dates to your personal Google Calendar automatically.
Custom Scheduled Events
Add custom calendar events to any transaction — walkthroughs, signing appointments, calls — that appear in both the deal calendar and the global view.
Contacts & Directory
Your full network, organized and searchable — linked directly to every deal they touch.
Contact Directory & Groups
Store agents, clients, lenders, title officers, attorneys, and anyone else you work with. Organize them into groups for quick access.
Transaction History Per Contact
Click any contact to see every transaction they've been part of — past and present — so you always have context before you reach out.
TC Assignment Matrix
Map which TCs are responsible for which agents or deal types. Streamlines workload distribution across your coordination team.
Financial Builder
From basic commission tracking to complex dual-sided brokerage financials — built right into every transaction.
Commission Tracking
Track both percentage-based and flat-fee commissions. Calculate GCI, broker splits, and net-to-agent automatically from sale price.
Earnest Money Deposit Tracking
Record EMD amounts, receipt status, and who holds the deposit — all attached to the transaction so nothing gets missed.
Custom Financial Fields & Formulas
Add your own financial line items and write formulas that reference other fields — build the exact calculation your workflow requires.
Conditional Formulas & Formula Editor
Write IF/THEN logic and multi-step formulas using a built-in formula editor — handle tiered calculations that change based on deal variables.
Commission Tier Splits
Model tiered commission structures where the split percentage changes as an agent hits volume thresholds — accurate for any brokerage arrangement.
Referral Fee System
Track price-tiered referral fees paid to referring agents or outside brokers, calculated automatically based on configurable fee schedules.
Dual-Sided Financial Modeling
Model both the listing side and buyer side financials in a single transaction — essential for dual-agency and in-house deals where the brokerage represents both parties.
Contingency Tracking
Monitor every condition that must be satisfied before closing — with status and deadlines front and center.
Built-In Contingency Types
Inspection, financing, appraisal, title, and more — pre-built with the fields your deals actually need, ready to add in one click.
Custom Contingency Types & Fields
Create your own contingency types with custom fields for any deal structure — HOA approval, sale of other property, or anything else your market requires.
Analytics & Reporting
Know your numbers. From individual deal stats to brokerage-wide production reporting.
Pipeline Overview & Dashboard
A real-time snapshot of everything active — deals in progress, upcoming closings, and total pipeline value — visible the moment you log in.
Production Stats
Track total transaction volume, gross commission income (GCI), and closed year-to-date — updated in real time as deals close.
Analytics Charts & Agent Performance
Visual charts for volume trends, deal velocity, and per-agent performance — so you can see who's producing and where bottlenecks form.
Activity & Audit Log
Every field change, email sent, task completed, and document uploaded is timestamped in a tamper-evident log. Admin access required.
Customizable Dashboard Widgets
Choose which KPI widgets appear on your dashboard and arrange them for your team's workflow — production, pipeline, tasks, or any combination.
Team & Permissions
Bring your whole team in. Control exactly who sees what — down to the individual user.
Role-Based Access Control
Five built-in roles — Admin, TC, Agent, Support, and User — each with a sensible default permission set that you can customize per person.
Seat-Based Access Control
Only users with an assigned seat can log in and access your organization's data — keeping your workspace secure as your team changes.
Multi-Organization Support
Users can belong to multiple organizations and switch between them seamlessly — ideal for TCs who work across multiple brokerages or teams.
Per-User Permission Overrides
12 individual permission toggles let you grant or restrict specific capabilities for any team member — independent of their base role.
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