Transaction Workflow
Manage your entire transaction from start to finish with automated workflows, real-time tracking, and an AI agent to guide you every step of the way.
Your Home Buying Tasks
33% CompleteI. Prepare Finances and Initiate Purchase Offer2/2 tasks completed | ||
Obtain Mortgage Pre-Approval | Completed | |
Draft and Submit Purchase Offer | Completed | |
II. Compare Offers and Negotiate Terms0/2 tasks completed | ||
Compare Your Offer with Counteroffer | In Progress | |
Negotiate Terms | Not Started | |
III. Finalize Purchase Agreement0/2 tasks completed | ||
Review and Sign Purchase Agreement | Not Started | |
Deposit Earnest Money into Escrow | Not Started | |
Key Features
Automated Transaction Workflow
Follow a guided, step-by-step process from offer to closing with automated reminders.
Real-time Progress & Dashboard
Track your transaction status and next steps in a single dashboard.
AI Guidance & Action Reminders
Get help and reminders from an AI agent at every stage.
Document Completion & Audit Trail
Ensure all documents are complete and maintain a full audit trail for compliance.
What can you do with Transaction Workflow?
Buyers
Buyers manage the entire transaction process with automated workflows and AI guidance.
Track every step from offer to closing in a single dashboard.
Receive real-time updates and reminders for required actions.
Get help from an AI agent to answer questions and keep you on track.
Sellers
Sellers streamline the selling process and reduce manual effort with automation.
Monitor buyer progress and document completion.
Automate notifications for outstanding tasks.
Access a full audit trail for compliance and peace of mind.
Automate your transaction workflow
Manage your entire transaction from start to finish with automated steps, real-time tracking, and AI guidance.