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.
Financial Builder
Fully customizable commission calculator with GCI, broker fees, partner splits, and net-to-agent breakdowns. Build your own financial fields and formulas.
All Features
Transaction Management
Create and manage deals with all parties, dates, financials, and documents in one place.
Task & Checklist Engine
Build reusable templates. Assign, track, and never miss a deadline.
Contacts Directory
Centralized database of agents, clients, lenders, title companies, and more.
Google Calendar Sync
Automatically sync closing dates, deadlines, and task due dates to your calendar.
Email Integration
Send templated emails directly from transactions with full audit trail.
Team & Role Management
Five built-in roles from Admin to Support, with granular permission control.
Activity Logs
Complete audit trail of every action for compliance and oversight.
Real-Time Dashboard
KPI widgets for production volume, GCI, pending deals, and upcoming deadlines.
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