Transaction Management

Contract to Close.
Automated.

We built TC Track — a full transaction coordination platform. We bring that deep experience to every transaction management integration and automation project we take on.

Automate Your Transactions

The Problem

Transaction Coordination Is Manual, Fragile, and Disconnected

Between accepted offer and closing day, there are dozens of deadlines, documents, and stakeholders to coordinate. Inspection periods, financing contingencies, appraisal deadlines, title review — miss one and the deal is at risk.

Most teams manage this with spreadsheets, email threads, and memory. Transaction coordinators juggle multiple deals across different systems, manually tracking deadlines and chasing documents.

We know this process intimately. We built TC Track — a complete transaction coordination platform with deadline tracking, document management, and stakeholder workflows. That experience is the foundation for every transaction automation project we take on.

What breaks without automation:

Missed deadlines Inspection periods, contingency dates, and closing deadlines tracked in spreadsheets. One missed date can kill a deal.
Document chaos Contracts, amendments, disclosures, and addenda scattered across email, cloud drives, and transaction platforms.
Stakeholder coordination Agents, buyers, sellers, lenders, title companies, and inspectors all need updates. Someone sends those manually.
CRM disconnect Transaction status doesn't flow back to the CRM. Agents have to check a separate system to know where deals stand.

What We Automate

Transaction Workflow Automation

From accepted offer to closing day, every step tracked, every stakeholder notified, every deadline enforced.

Deadline Tracking

Inspection, financing, appraisal, title review, and closing deadlines calculated from contract dates and tracked with automated alerts.

Document Management

Contracts, amendments, and disclosures organized by transaction. Missing documents trigger follow-up tasks automatically.

Stakeholder Updates

Automated notifications to agents, clients, lenders, and title companies when milestones are reached or deadlines approach.

CRM Integration

Transaction status, milestones, and deal progress sync to your CRM. Agents see everything in one place.

Task Workflows

Each transaction type has a workflow with predefined tasks and dependencies. Completing one task triggers the next.

Commission Tracking

Closed transactions push commission data to accounting. Agent payouts calculated based on deal terms and splits.

Our Experience

We Built This From Scratch

TC Track is a transaction coordination platform we built ourselves — deadline tracking, document management, and contract-to-close workflows. That's not a portfolio piece. It's operational experience that informs every integration we build.

What we built with TC Track:

  • Full contract-to-close workflow engine
  • Deadline calculation and automated alerting
  • Document tracking and collection workflows
  • Stakeholder communication automation
  • Multi-transaction dashboard for coordinators

What that means for your project:

  • We understand the contract-to-close process, not just the API
  • We know which deadlines matter and how they interact
  • We've solved the document collection problem before
  • We can integrate existing tools or build custom workflows
  • We know where TC software falls short and how to fill the gaps

The Big Picture

How It All Connects

Real estate transaction management pipeline showing contract received to data extracted to deadlines set to tasks assigned to closing

FAQ

Common Questions About Transaction Automation

What is transaction management automation?

Automation of the contract-to-close process: tracking deadlines, managing documents, coordinating stakeholders, and ensuring nothing falls through the cracks.

What is TC Track?

A transaction coordination platform we built from scratch. It handles the full contract-to-close workflow and directly informs the integration work we do for clients.

Can you integrate my existing TC tool?

Yes. If you already use a transaction management platform, we integrate it with your CRM, accounting system, and communication tools.

What deadlines do you automate?

Inspection periods, financing contingencies, appraisal deadlines, title review periods, closing dates, and any custom milestones your process requires.

How does this connect to my CRM?

Transaction status, milestone completions, and deadline changes sync to your CRM. Agents see deal progress without logging into a separate system.

Automate Your Contract-to-Close Process

Tell us how your transactions work today. We'll show you what can be automated and what should stay manual.

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