Online Transaction Management

Documents online    

Store all your Transaction Documents online. Use checklists to make sure all the required paperwork is online. Once online, your documents are visible to the Office, the Agents on the Transaction as well as the Buyer and/or Seller.

Transaction Coordinator Plans

Customized Transaction Plans for Pending to Close OR Listing to Contract – for every type of Transaction. Both TC Staff & Agents can flag tasks as complete – – and Buyers & Sellers can see task progress.

Internal Property Message log

Agents and Staff can both write to the Property message log. As notes are written to the log, they automatically send to your Agents by email.


Showing Appointments

Schedule Showing Appointments & review feedback received within your appointment history.

Open House Appointments

Schedule Open Houses & review your Open House history.

Photos and Virtual Tours

View all the photos & virtual tours from the MLS or Add/Replace with higher resolution images.


Web Ad tracking

Stored hyperlinks to the places on the web where your Seller’s listing is being advertised. TransactionPlan delivers those links to Sellers so they can see your efforts to get their home listed all over the internet.

Print Ad tracking

Stored scanned images of all your print advertising and store the images in TransactionPlan so that your Sellers can see all you have done to market their property