Manage 30+ files. Leave work on time.
Automated checklists, deadline alerts, and document tracking for every file you manage. Stop drowning in spreadsheets — start closing with confidence.
My Files
5 active files · 2 need attention
30+
Files Managed at Once
12hrs
Saved Per Deal
0
Missed Deadlines
5:00pm
You Actually Leave
Daily workflow
Know exactly what to work on today
Your daily task view pulls together every due and overdue item across all your files. No more scanning spreadsheets or flipping between tabs — everything you need to do today is in one list.
- Tasks sorted by urgency and due date
- Overdue items highlighted in red
- One-click completion tracking
- Cross-file view for all your deals
Today's Tasks
2 of 3 due today completed
Documents
Drag & drop or click to upload
PDF, DOCX, JPEG, PNG (max 25MB)
Recent Uploads
Purchase_Agreement_v2.pdf
2.4 MB · Mar 12
Inspection_Report.pdf
8.1 MB · Mar 14
Insurance_Policy.pdf
1.2 MB · Mar 15
Checklist
50%Document management
Every document for every file, tracked
Smart checklists ensure every required document is uploaded and categorized. Visual progress bars show you exactly how complete each file is, with missing items highlighted for follow-up.
- Smart checklists by deal type
- Drag-and-drop upload
- Visual completion percentage
- Missing document alerts and follow-ups
Deal phases
Track every milestone from contract to close
Every file progresses through 5 clear phases. See which tasks are done, which are overdue, and what's coming next — for every deal you manage.
742 Evergreen Terrace
Closing SoonSpringfield, IL 62701
Value
$385K
Closing
Mar 28
Buyer
J. Doe
Seller
A. Smith
Built for the way TCs work
Tools designed for managing multiple files across multiple agents.
Automated Checklists
Every deal gets a pre-built checklist of 22+ tasks across 5 phases. Nothing falls through the cracks.
Document Tracking
See every required document for every file. Visual progress bars show completion at a glance.
Deadline Alerts
Get notified before deadlines arrive — not after. Email reminders keep you ahead of every milestone.
Unified Calendar
All deadlines across all files on one calendar. Filter by deal, type, or urgency.
Multi-Agent Support
Manage files for multiple agents simultaneously. Each deal shows the assigned agent and their contact info.
Email Reminders
Automated reminders to agents, lenders, and title companies when items are due or overdue.
“As a TC managing 30+ files, the automated checklists and reminders saved me from drowning. I can actually leave work on time now. The document tracking alone is worth the subscription.”
Maria Rodriguez
Transaction Coordinator — 35 active files
Stop drowning in files
Automated checklists, deadline alerts, and document tracking — so you can manage more deals with less stress.
No credit card required. Cancel anytime.