Features · Run your deals
My Deals
Every deal, from offer to closing, in one place.
See each deal's steps, people and paperwork on one page. You always know what's done and what's next.
Start a deal in minutes.
A short setup walks you through the basics, the property and the photos.
See every step.
A simple board shows what's to do, what's active and what's done.
Agent and loan officer, same deal.
The loan officer on a deal sees it too and marks the financing steps as they happen.
You choose what clients hear.
When you finish a step your client can see, send them a note or mark it quietly.
The note-or-quiet choice is on the agent side. Loan officers mark their own financing steps.
Goes well with
- My Tasks · Nothing slips
- Documents · Stored, tagged, easy to find
- Client portal · Clients always know what is next