Purchase Agreement
1102 Pine Ridge Dr
Expires Jul 15
Effortless Transaction Management for real estate teams
Close deals faster and eliminate paperwork headaches with a digital-first platform for managing every document, signature, and workflow from offer to close.
Legally-Binding E-Signatures
Smart Document Templates
Automated Workflows
Real-Time Deal Tracking
14-day free trial. No credit card required. Cancel anytime.
DIGITAL SIGNATURES
Fast e-signatures for real estate
Get documents signed in minutes, not days. Support for sequential and parallel signing, multiple signature types, and real-time status tracking, so nothing slows your deals down.
Multiple signature types
Draw • Type • Upload • Mobile signing • Initials • Date stamps • Custom fields
Smart recipient routing
Sequential or parallel signing • Role-based access • Authentication • Automated reminders
Enterprise Security
Bank-level encryption • Full audit trails • Legal compliance • Tamper-evident seals
AUTOMATION
Automated workflows that keep deals moving
Build reusable workflows for every transaction type. Set up automatic reminders, conditional routing, and trigger-based actions so nothing falls through the cracks.
Envelope Management
Create from templates • Bulk send • Status tracking • Expiration settings • Void & correct
Smart Notifications
Automatic reminders • Status updates • Completion alerts • Custom schedules • Email & SMS
Seamless Integration
CRM sync • Calendar integration • Webhook support • API access • Third-party connectors
PARTIES
Manage every party on the deal
Buyers, sellers, listing agents, selling agents, lenders, title: everyone who touches the transaction, in one place. Linked to your CRM so you're not retyping contact details into every form.
Linked to your CRM
Pull buyer / seller details straight from the contact you already have. No re-typing names, emails, or phone numbers.
Role-based access
Each party only sees what they're meant to. Lenders can't see internal commission splits; the seller doesn't see your follow-up notes.
Auto-fill on every form
Names, contact info, license numbers, and entity details flow into every document field automatically.
CHECKLISTS
Stage-driven checklists that auto-populate
Define a checklist template once per stage. When a transaction moves into that stage, the items create themselves with due dates calculated from the move-in date and assignees pre-routed by role.
Auto-create from templates
Items appear the moment a transaction enters a new stage. No manual rebuild for every deal.
Smart due dates
Each item has a day-offset from when the stage starts, like "Inspection due 7 days after acceptance", without anyone typing dates.
Role-based assignment
Items route automatically to the listing agent, transaction coordinator, or whoever owns that step on this kind of deal.
Visible progress bars
Every transaction shows a progress bar per checklist so you can spot the deal that's stalled at a glance.
DOCUMENT EDITOR
Intuitive document editor with real-time collaboration
Prepare documents for signing with a powerful, collaborative editor. Drag and drop fields, assign recipients, set validation rules, and work with your team in real time.
Drag & Drop Field Placement
15+ field types • Smart positioning • Bulk actions • Copy between pages
Automatic Form Detection
AI-powered field recognition • One-click mapping • Validation rules • Default values
Team Collaboration
Real-time editing • Comments • Version history • Permission controls
INSIGHTS
Analytics & tracking for confident closings
Monitor transaction progress, spot bottlenecks, and optimize your process with live dashboards and actionable reports.
Transaction Metrics
Completion rates • Time to close • Bottleneck analysis • Volume trends
User activity reports
Agent performance • Login activity • Document views • Signature status
Compliance & Audit
Full audit trails • Tamper evidence • Access logs • Legal compliance
Custom Reporting
Build custom reports • Export data • Schedule delivery • Visual dashboards
Live updates: Status changes • Push notifications • Email alerts • Dashboard widgets
ENTERPRISE SECURITY
Enterprise-grade security & compliance for every transaction
Protect your most sensitive documents with bank-level encryption, comprehensive audit trails, and industry-leading compliance. Trust every transaction from start to finish.
- 256-bit SSL encryption for all data transmissions and storage
- Comprehensive audit trails with tamper-evident technology
- SOC 2 Type II certified with regular third-party security audits
STATE COMPLIANCE
Built for the rules where you close
Per-state requirements for disclosures, notary, remote online notarization, and witness signing, encoded into the workflow, not bolted on after the fact.
California
DRE-aligned disclosures, witness rules, and RON support
Texas
TREC contract forms and notary requirements
Florida
Title and closing workflow specifics
New York
Attorney-closing and mortgage tax handling
See Transaction Management in action
Watch how top real estate teams use our platform to close deals faster, reduce errors, and deliver a seamless client experience. See the complete workflow from document upload to final signature.