Manage every transaction from anywhere on any device with TransactionDesk®, an integrated suite of tools that make it easy to securely originate, manage, and close transactions in the cloud.
Transaction management built for agents and brokers who want to close transactions efficiently.
One-click origination
Originate a transaction with a single click. The right forms are already filled with MLS data to save time and ensure accuracy. A workflow ensures that all the forms are in place for your transaction. Follow the built-in process to work with the other side, manage your client, and close the transaction.
Secure and compliant
Bank-grade security protects every step of your transaction, and built-in Authentisign® e-signature (optional) makes it easy to collect signatures. An audit trail documents every event, automatically, creating the paperless “paper trail.”
Unlimited storage and robust document management
Store every document connected to the transaction, and all the other forms and third party documents you need to run your business. A complete document management solution enables you to create folders and load them later to email, fax, or print. You can even merge and edit PDFs.
Collaboration tools
A secure portal allows you to share documents 24x7x365 with your clients.
Popular Features
Branded
- Anything clients can see is customized with your information
- Reinforces value to your clients
Compliant
- Document checklists and audit trails
- Online file reviews ensure complete files
- All documents receive digital certificates that reveal tampering
Easy
- Templates for forms, documents, checklists, and transactions
- Broker dashboard enables macro view of office transactions
- Long term data retention (three years minimum)
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