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Real estate transactions, from offer to completion.

A deal brings together a property, the people involved and a series of steps. Keep them in one record everyone can follow.

Included in Agent, Agency and Marketplace · Which product fits you?

We agree your requirements and scope before implementation.

Deal progress · illustrative compositionSample data, not a live product screen

A deal is a sequence, not a single date.

Between an accepted offer and completion there are documents to prepare, signatures to collect, payments to confirm and parties to keep informed. When those steps live in separate inboxes and spreadsheets, it is hard to see what is waiting and on whom.

  1. 01

    Map your deal stages

    Agree the steps your sales and rental deals pass through, from offer to completion, and what needs to happen at each one.

  2. 02

    Keep the parties and documents together

    Connect the buyer or tenant, the owner, the property and the documents each step needs, so the deal record carries its own context.

  3. 03

    Place payments and mortgage steps

    Identify deposits, invoices and any mortgage-related steps in your process. Payment, signing and mortgage-provider connections are confirmed during scoping.

Bring a recent deal as the example.

Walk us through a sale or rental you completed recently: the steps, documents and people involved. We use it to agree how deals are set up for your launch.

Two questions to start with

  • Which steps does every deal pass through?
  • Where do deposits, signatures and mortgage steps fit?

Signing, accounting and mortgage-provider connections are scoped with the rest of your integrations.

Review connected services

Explore the next part of the process.

Tell us how your deals reach completion.

Tell us what your business needs. We’ll review the supported setup and next steps with you.