Real Estate Transaction Management From Under Contract to Commission Paid
Onboard in seconds.
Smart Transaction Checklists
Customizable checklists that automatically populate based on deal type — buyer, seller, wholesale, or rental. Pre-built templates for common workflows, fully editable for your market.
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Buyer, seller, and wholesale templates included
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Assign tasks to agents, TCs, or external parties
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Progress visible to the whole team in real time
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Automated reminders as deadlines approach
Document Management with DocuSign
Every transaction document stored, versioned, and searchable in one place. Native DocuSign integration and SOC-2 audit trail for compliance. No more digging through email threads.
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Centralized document repository per transaction
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Version control — every change, by whom, when
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SOC-2 compliant storage and access controls
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Native DocuSign e-signature — no separate subscription
Revenue Forecasting & Pipeline Visibility
Know what's closing, when, and for how much — before it happens. Real-time view of projected revenue, open deals, and team performance at a glance.
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Projected commission by closing date
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Pipeline health: active, at-risk, closed
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Agent and TC performance dashboards
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Export to reporting for brokerage-level visibility
Zero Re-Entry — Your CRM Data Carries Over
When a deal moves to contract, everything from your CRM comes with it — contact history, notes, property details, team assignments. Your TC gets the full picture on day one.
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Contact data, notes, and docs inherited from CRM
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No duplicate entry between agent and TC workflows
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Deal context never lost in handoff
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No Zapier, no syncing, no exports required
1
Lead captured
Seller enters pipeline. Seller Intent Score assigned automatically.
2
Under Contract
One click converts CRM lead to transaction. All data carries over — zero re-entry.
3
Checklist
Active
Checklist auto-populates. Deadlines set. Tasks assigned to all parties.
4
Docs Executed
All documents uploaded, versioned, and e-signed. SOC-2 compliant storage.
5
Closing
Coordinated
All parties kept in sync. Milestone updates sent automatically.
6
Commission
Paid
Deal closed. Revenue recorded. Compliance docs archived automatically.
Pick Up Where the Agent Left Off
Every new transaction inherits the full CRM record — contact history, conversation notes, offer details, and documents. Your TC never starts from a blank screen.
Checklists Built to Your Process
Build custom checklists for every deal type in your market. Assign tasks to specific team members, set due dates, and track completion — all without leaving the platform.
Manage All Parties in One Place
Buyers, sellers, lenders, title companies, and inspectors all coordinated from one dashboard. Role-based access means external parties see what they need — nothing more.
Full Access on Mobile
Upload documents from the field, update checklists on the go, and check deal status from anywhere. The full transactions module runs on the Goliath mobile app.
