Workflow Approval Deals

Create or Import a Deal in Less Than a Minute

  • Anyone can create a deal from any device

  • Attach, sync, or email forward documents direct to deals

  • Instant access to update, review and communication

  • Set your personal notification preferences

  • View deal progress and activity in real time

 

 Live Demo

Share Deal Data Share Deal Data

Share Deal Data and Documents in No Time

  • Send instructions and documentation direct from the deal

  • Save yourself time by saving templates to use for future communications

  • Send to any party of the transaction or add new people on the fly

  • Track and view all outgoing communication

Make Office Workflow a Breeze

Make a Comment and Notify People Instantly

  • Comment on or inquire on tasks, documents, or details

  • Keep the office informed on any deal updates

  • Notify people when something needs their attention

  • Track the conversation with a complete history

Create and Manage Teams in Minutes

  • Identify team leaders and members through team management

  • Give team members a default split percentages for faster deal creation

  • View and monitor team performance

  • Sort and view transactions completed by the teams

Review Deals Anywhere
On Your Schedule

  • Review and approve transactions from anywhere, when it works for you

  • Communicate with your office with comments and feedback

  • Access the complete history of activity and outgoing communication

Payroll Data

Give Agents Access to Performance and Payroll Data Anytime

  • Review pending and completed paystubs

  • Get notifications of payouts for pending and completed deals

  • Access live performance reports and statistics

  • View cash flow projections for pending closes