1deal record
Property, parties, stage, packet, files, dates, and action history live together.
Real estate transaction management
Transaction management that keeps the whole deal visible.
Open one workspace for the property, people, paperwork, critical dates, files, and next actions—then keep it clean from contract to close.
Contract-to-close workspaceVisible critical datesConnected deal documentsSimple monthly price
TodayLeadsDealsContractsDeadlinesListingsReports
What needs attentionAll systems live
Priority transaction1847 Canyon View DrDue diligence · 2 days remaining
Active pipeline$2.4M↑ 12% this month
Awaiting signature02Packets ready
1Call Jamie · financing follow-up→2Review seller packet · ready to send→3Confirm title · closes Friday→
CRMDealsE-signDeadlinesListingsReports
Every handoff creates another place for the deal to break.
A transaction touches clients, agents, lenders, title, documents, dates, and dozens of small follow-ups. When each piece lives in a separate tab, the agent becomes the integration. AgentEasePro gives the deal one operational home.
Liveclosing status
See what is complete, what is waiting, and what could put the closing at risk.
Dailynext actions
Turn transaction details into a clear work queue instead of a mental checklist.
What you get
The workflow, not another isolated tool.
Visual deal pipeline
See active opportunities by stage and open the complete transaction without searching across systems.
- Custom deal stages
- Property and parties
- GCI context
- Status visibility
Contract and document flow
Prepare packets, send for signature, and keep completed documents connected to the deal record.
- Packet workflow
- E-signatures
- Document hub
- Completion status
Deadline and task control
Turn important dates and transaction follow-up into visible priorities before they become closing-day problems.
- Critical dates
- Task queue
- Reminders
- Closing checklist
How it moves
A clean path from accepted offer to closed file.
The workspace carries the deal forward while preserving the client, property, paperwork, and timeline at every stage.
Create the deal
Connect the client, property, parties, stage, and key transaction details.
Prepare the packet
Build the contract workflow and organize the supporting documents.
Protect the dates
Track due diligence, financing, appraisal, settlement, and follow-up work.
Close cleanly
Finish the remaining tasks and keep the final document record together.
Who it fits
Clarity for agents and lean transaction teams.
AgentEasePro is designed for people who need to understand the state of a deal quickly. It can support an agent managing their own files or a small team coordinating multiple active transactions.
Agents managing several concurrent closings
Teams that need a shared transaction view
Transaction coordinators organizing next actions
Brokerages simplifying a fragmented software stack
Straight answers
Transaction Management FAQ
What is real estate transaction management software?+
It is software that organizes the people, property, contract documents, critical dates, tasks, and status of a real estate transaction from contract through closing.
Does AgentEasePro track transaction deadlines?+
Yes. Key dates can be organized into visible deadline and task workflows so due diligence, financing, appraisal, settlement, and related follow-up stay in view.
Are e-signatures and documents connected to the deal?+
Yes. Contract packets, e-signature activity, completed files, and supporting documents can stay with the transaction workspace.
Is AgentEasePro only for transaction coordinators?+
No. It is built for working agents and small teams, including agents who manage their own contract-to-close process.
Explore the connected AgentEasePro platform
See what changes when the whole workflow connects.
Start your 7-day AgentEasePro trial without a credit card, or get a guided walkthrough built around your business.