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TransactionPlan (for Agents, Buyers and/or Sellers)

TransactionPlan (for Agents, Buyers and/or Sellers)

Agents:
TransactionPlan keeps everyone updated along each step of the process from Listing to Close
Let Agents:
Give your agents access to reports about themselves- including invoices, payment history & production vs goals.

Upload / download all the documents related to any of their transactions – and TransactionPlan built by either your transaction coordinator or your agent.

Build To-Do lists

Store documents online

Upload documents and update tasks

For Buyers & Sellers, agents/you can:

    Share task progress & documents with Sellers and Buyers