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The Best Real Estate Transaction Management Software

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dotloop Screenshot

dotloop

★★★★★
★★★★★
(4)
Dotloop, now part of ShowingTime, is a real estate transaction management software that streamlines workflows for real estate professionals. Key features include an interactive document editor, the ability to engage with prospects through various communication channels, and collaboration tools for team members. The interactive document editor allows for customization and legal e-signatures. The platform also facilitates client communication via email, SMS, or fax. Additionally, dotloop offers detailed analytics to improve business processes. It provides a collaborative environment for team members with a personalized dashboard and detailed transaction insights.
Price Range
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Starting Price
$32/month
Client OS
Web
Deployment
Cloud Hosted
iBroker Screenshot

iBroker

iBroker offers an easy way to manage your real estate office and financials. Powered by GryphTech, iBroker benefits from decades of experience to ensure it’s truly easy to use without compromising the advanced functionality GryphTech is known for. iBroker is easy to use, cloud-based, and mobile-friendly. With iBroker, office administration is simplified to maximize your productivity. Integration with QuickBooks Online; Flexible Commission Plans; Automate Commission Calculations; Automate Agent
Client OS
Web
Deployment
Cloud Hosted
EZ Coordinator Screenshot

EZ Coordinator

★★★★★
★★★★★
(3)
EZ Coordinator is a real estate software designed for small and medium-sized enterprises as well as startups. The transaction management capabilities include lead management, appointment scheduling, and calendar management. Other core features include alerts/notifications, commission tracking, contract management, digital signatures, and document management. EZ Coordinator provides unlimited document storage, custom task lists, and Docusign integration, along with a calendar showing all transaction dates.
Price Range
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Starting Price
$19/month
Client OS
Web
Deployment
Cloud Hosted
Lone Wolf Back Office Screenshot

Lone Wolf Back Office

★★★★★
★★★★★
(9)
Lone Wolf Back Office, formerly known as brokerWolf, is a comprehensive real estate brokerage software. It integrates solutions for transactions, back office and accounting, and business insights, enabling real estate brokerages to operate efficiently and in compliance. The software offers a complete package from lead to close, provides real estate analytics, and has commission management to audit preparation. The software simplifies MLS data for better decision-making in recruiting, coaching, and competitive analysis. It also includes solutions for digital marketing, CRM, and website building.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Windows
Deployment
Cloud Hosted
SkySlope Screenshot

SkySlope

★★★★★
★★★★★
(5)
SkySlope is a transaction management solution tailored for real estate agents and brokers. Key features include broker compliance and review, an activation team for personalized setup, secure backup, digital footprint, digital signing, and email & text message tracking. The software’s Activation Team provides customized implementation based on individual brokerage needs, ensuring that each client receives a solution tailored to their specific processes.
Client OS
Web
Deployment
Cloud Hosted
Preclose Screenshot

Preclose

Preclose provides transaction management options for agents, teams, brokerages, and transaction coordinators. The software helps manage the tasks between contracting and closing and provides full visibility for your organization to manage actions and beat deadlines. @vimeo Automated workflows; Real-time notifications; Shared to-do lists; Deadline management; Document storage; Multi-office management; Email templates; and Integrations. The cost of Preclose depends on the size of your
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Starting Price
$199/month
Client OS
Web
Deployment
Cloud Hosted
RealtyBackOffice Screenshot

RealtyBackOffice

★★★★★
★★★★★
(3)
RealtyBackOffice is a real estate software for all levels of your real estate organization. The cloud-based system is built for brokers, teams, and TCs and is affordable for single users. The solution covers transaction management, e-signing, brokerage management, agent management, commission tracking, and more.
Price Range
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Starting Price
$15/month
Client OS
Web
Deployment
Cloud Hosted
Wise Agent Screenshot

Wise Agent

★★★★★
★★★★★
(3)
Wise Agent is real estate CRM software intended to automate leads, responses, appointments, and transactions. The software provides transaction management from beginning to end to ensure all details are covered. It also records client information, automates lead management, and supports drip marketing campaigns.
Price Range
   $     $     $     $     $   
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Starting Price
$49/month
Client OS
Web
Deployment
Cloud Hosted
RealtyAPX Screenshot

RealtyAPX

RealtyAPX is a complete real estate office solution with accounting. The software helps you manage your operations from lead coming in the door to writing commission checks for your staff. From transaction management, CRM, AP/AR, commission management, form filing, and e-signatures, RealtyAPX has what you need. The software helps large franchises to small offices by offering a complete tool to maintain a view on all offices. Complete office accounting; Transaction management; Document
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Starting Price
$99.99/month
Client OS
Web
Deployment
Cloud Hosted
CORE BackOffice Screenshot

CORE BackOffice

CORE BackOffice (formerly BrokerSumo) is a commission management and accounting system designed for real estate brokers and agent teams. CORE BackOffice handles commission disbursements, commission tracking, agent billings, ACH transfers, accounting, and reporting.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Web
Deployment
Cloud Hosted
Paperless Pipeline Screenshot

Paperless Pipeline

★★★★★
★★★★★
(2)
Paperless Pipeline is a real estate transaction and commission management tool. The cost of the software is dependent on the number of new transactions you create each month and you never pay based on the number of agents. Paperless Pipeline lets your staff and agents adopt workflows that suit their technical skill level, and has no long-term contracts. Transactions; Tasks; Document Management; Review Process; Forms; Signatures; Reports; Permissions; Checklists; and Commissions. The cost of
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$75/month
Client OS
Web
Deployment
Cloud Hosted
Brokermint Screenshot

Brokermint

★★★★★
★★★★★
(4)
Brokermint is a cloud-based real estate back office management and brokerage solution designed to streamline office operations. Key features include real estate accounting, commission automation, and transaction management. The software aims to reduce manual commission calculations, repetitive data entry, and reliance on spreadsheets, ultimately saving time and reducing errors Brokermint integration with various platforms like CRMs, MLS, QuickBooks, and Realogy Dash enhances its utility as a central hub for brokerage operations.
Price Range
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Starting Price
$99/month
Client OS
Web
Deployment
Cloud Hosted
CoStar Real Estate Manager Screenshot

CoStar Real Estate Manager

★★★★★
★★★★★
(1)
CoStar Real Estate Manager is a lease accounting software. Key features include lease analysis, categorization capabilities, and support for lease accounting standards. It streamlines lease management processes, from data importation to rent calculation, and offers tools for data management and audit trails. CoStar Real Estate Manager provides a data import tool, customizable charges, multi-currency conversion, and a rent calculation module.
Client OS
Web
Deployment
Cloud Hosted
Lead2Deed Screenshot

Lead2Deed

★★★★★
★★★★★
(1)
Lead2Deed is a real estate transaction management software for agents and teams. The software helps simplify your leads, clients, listings, and transactions so you can focus on long-term business relationships. Lead2Deed has a powerful CRM system with a core that excells at transaction management. It works as an all-in-one platform to build relationships and manage all aspects of listings. Manage Contacts; Manage Listing; Manage Transactions; Dashboard; Customization; Email Capabilities;
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$19.99/month
Client OS
Web
Deployment
Cloud Hosted
Realty Commander Screenshot

Realty Commander

Realty Commander helps agents and teams get organized through transaction management. Te software creates a more efficient team, eliminates problems by lack of organization and too many systems, and leads to happier clients and higher GCI. Transactions; Task Management; Document Management; Mobile Support; Contact Manager; Audit Trail and Compliance; and Administration Features. The cost of the same no matter how many agents you have in your team. Starts at $65/month billed quarterly; Includes 2
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$65/month
Client OS
Web
Deployment
Cloud Hosted
EliteAgent by zipLogix Screenshot

EliteAgent by zipLogix

EliteAgent by zipLogix is a premium transaction management software that provides a suite of transaction software tools. The best new and existing tools from zipLogix are combined to ensure you can increase the speed to sale. The software also has services for your elite agents such as customer care, priority support, helpful training, tips and reminders. zipLogix Digital Ink: Handle digital signatures and keep your documents secure.; zipForm Record-Connect: Auto-popular 30 data fields from
Client OS
Web
Deployment
Cloud Hosted
tcDocs Screenshot

tcDocs

★★★★★
★★★★★
(1)
tcDocs is an application that handles the most important responsibilities of real estate transaction coordinators: timeline management and effective communication. It focuses on simplifying real estate transactions by offering document and task management, along with efficient collaboration tools. The software also offers task management features, including creating, assigning, and tracking tasks, complemented by email notifications and reminders. tcDocs handles both listings and transactions. The software is a adaptable, customizable, and scalable real estate transaction coordinator, designed and built by a real estate transaction coordinator who was a former real estate broker. Monitoring transactions is at the forefront of tcDocs whether users handle as few as 5-10 transactions or are in a major real estate office handling hundreds.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$59/month
Client OS
Web
Deployment
Cloud Hosted
TotalBrokerage Screenshot

TotalBrokerage

★★★★★
★★★★★
(4)
TotalBrokerage is a cloud-hosted real estate software designed to grow brokerage businesses. The software combines the functionality of CRM, lead management, and marketing to provide agents and teams with a unified system. It integrates various functionalities such as email and SMS marketing, transaction workflow, compliance, e-signature, reporting, auditing, and a forms library. TotalBrokerage’s mobile-friendly platform allows real estate professionals to manage their operations and transactions effectively.
Price Range
   $     $     $     $     $   
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Starting Price
$90/month
Client OS
Web
Deployment
Cloud Hosted
REALedger Screenshot

REALedger

★★★★★
★★★★★
(2)
REALedger from Emphasys Software has everything you’d expect from comprehensive accounting software, plus many more features to make managing your real estate office easier than ever. Thousands of real estate brokerages across the US and Canada use Emphasys Software’s powerful software management platform to automate daily back office processes. Listing —Manage information related to property listings and showings.; MLS Import —Automated import from your MLS into REALedger; Sales —Manage
Client OS
Windows, Web
Deployment
Cloud Hosted
Realty Broker Office Screenshot

Realty Broker Office

Realty Broker Office is a complete office solution for brokers, agents, and franchises. The software gives you a quick view of your activities such as new buyers, expiring listings, upcoming closings, and more. Realty Broker Office will help your back office manage their transactions, commissions, documents, agents, and reports. Realty Broker Office is a front and back office solution with all features included: Listings Management; Buyers Management; Transactions Management; Checklists;
Price Range
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Starting Price
$97.99/month
Client OS
Web
Deployment
Cloud Hosted

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Russ Davidson
Last updated on June 26th, 2020
LinkedIn
Buyer’s Guide

What Is Real Estate Transaction Management Software?

Real estate transaction management software streamlines the transaction process of the real estate industry through document management, e-signature capabilities, lead nurturing, and monitoring listings and showing. Transaction management platforms will streamline your real estate workflow with less paperwork and an increase in automation, meaning you can start to close sales faster and earn more commission by working new leads.

Real estate software helps create full transparency in the property buying and selling process. The best real estate transaction management software will let real estate professionals manage deadlines by keeping their transactions organized and on track. They can also create automated workflows via task management, which creates the ultimate closing plan for anyone involved.

dotloop transactions Real Estate Transaction Management Software
dotloop lets you create “loops” which are transactions with as much detail as needed.

Features of Real Estate Transaction Management Software

  • Audit Management: Review files with customized checklists. Ensure all listing documentation such as purchase agreement agency disclosure, and contingency files are included, signed, and accepted.
  • Listings and Showings: Create listings and schedule showings via an online portal. Monitor your showings’ history and client offers made. Update listing statuses to reflect listings with pending or accepted offers.
  • Real Estate CRM (Customer Relationship Management): Assign leads to agents, create pipelines and stages to help with benchmarks and goals in regards to new prospects, convert sales opportunities into transactions on the back-end.
  • Document Management: Store all needed forms and ensure your documents get signed with electronic signatures (e-signature) capabilities.
  • Reporting: Get metrics and analytics/insights on agent performance, the growth of your brokerage, and where opportunities were missed.
EliteAgent by zipLogix Real Estate Transaction Management Software
The transactions portion in EliteAgent by zipLogix let you attach pictures.

Benefits of Real Estate Transaction Management Software

Software technology can help bring your real estate office into the next century and close more deals faster than you ever thought possible. Some of the top benefits of real estate transaction management software include:

Structured Compliance

One of the most stressful parts of closing a sale is the amount of paperwork needed to complete the deal. An adequate real estate transaction management software will have all the needed documents ready to be used, and set tasks during the transaction process to remind the agent and buyer of what still needs to be completed and signed. This will reduce any risk the brokerage has in the process, on top of making the entire process more streamlined and convenient for all involved parties.

iBroker Real Estate Transaction Management Software
iBroker keeps track of all important details to ensure compliance in the transaction process.

Anytime, Anywhere Access In The Cloud

Web-based and Software as a Service (SaaS) options have been changing the way real estate business is done. Mobile software via a phone or tablet now acts as a centralized hub for buyers and sellers to collaborate on documents, schedule meetings, and take care of signing needed documents. This can be handled from any location your device has internet access.

Clients can also become more informed as to where they may be at in the purchasing process. A realtor that updates their client at every step of the way will lead to increased client satisfaction, while also eliminating many of the administrative tasks needed to be performed once arriving back at the office.

Realty Commander Listings Real Estate Transaction Management Software
Realty Commander lets you view your listings from a web browser.

Save Time Through Efficiency and Organization

A key benefit of real estate transaction management software is the ability to free up time so agents and brokerages can make more money. Real estate agents have no two days alike, as they may be assigned varying tasks from their brokerage such as open houses, generating leads, meeting with clients, and closing on a deal.

Implementing a real estate transaction management software can get rid of a large volume of paperwork involved in each transaction, and speed up the process of closing a sale for all involved individuals and parties (such as insurers and appraisers). Going completely digital and having a unified collaborative workspace can eliminate the headaches of manual document storage and sending documents back and forth. This can mean spending less time on each transaction, meaning more time spent on closing more deals.

Wise Agent Calendar Real Estate Transaction Management Software
The calendar in Wise Agent can help you stay organized.

What Type of Buyer Are You?

Whether you are a single agent trying to improve their organization, or a large brokerage managing thousands of agents and trying to stay automated and compliant, there are real estate transaction management solutions that can meet your needs.

Real Estate Agents

Agents will want real estate transaction management software that focuses on what matters the most: proper paperwork and happy clients. Agents, buyers, and sellers will continuously write, edit, sign and send documents back and forth as they make offers, modify the contract, make counteroffers, etc.

A common issue for real estate agents is where different versions of documents are being passed around. This is because every time a document is emailed or faxed to a party, you are essentially creating a new copy of that document. There is also zero collaboration or communication going on during this process.

Agents will want to have a collaborative workspace where all involved parties (agents, buyers, and sellers) can edit, share, and e-sign their documents (such as via DocuSign integration).

Agents can also take advantage of mobile technologies by finding real estate transaction management software that allows for iOS or Android access. With mobile access, agents can pull up documents on the fly to create transactions, make changes, add signatures and initials, and more.

SkySlope Commissions Real Estate Transaction Management Software
Real estate agents can monitor their commission in SkySlope.

Real Estate Brokers

Real estate brokerages will want to find a collaborative solution that will let agents, brokers, and managers work together for real-time visibility into your agent’s transactions. A quality real estate transaction management software will let you easily check the status of any deal, review all your documents, and ensure compliance.

Brokers need a better way to view documents, communicate with agents, ensure compliance, and store files. Brokers used to waste time managing transactions, tracking down agents, and round up missing paperwork. Adding in multiple software solutions that do not integrate with one another just added onto the stress.

A real estate transaction management software for brokers will let you create tasks list to check off items, provide notes to agents to remind them of tasks to fulfill, or even create your own customized review process based on your brokerage’s workflow. This will free up more time for brokerages to focus on tasks outside of their software system, such as recruiting, coaching, and marketing their business.

Brokers should also look for a solution that provides proper reporting. This will let them monitor ongoing deals and pair them with an agent. This can let them monitor an agent’s performance and see how their success stacks up to others. An agent’s transactions are visible through the broker dashboard, a management and compliance portal where brokers can view everything from one solution. This helps streamline compliance, as all involved parties are now working together to ensure all forms are taken care of.

Brokermint Real Estate Transaction Management Software
Create reports to monitor the performance of your agents in Brokermint.

Real Estate Brokerage Software

Real estate brokerage software helps automate your real estate brokerage through proper transaction management and keeping tabs on your agents and the commissions they earn. Brokerage software also includes CRM capabilities to nurture prospects and leads, and full back-office accounting for your office (to cover commissions, expenses, etc.).

Simply put, real estate transaction management software focuses strongly on improving your transaction process, and may or may not include additional features. A real estate brokerage software is more of a “fully-integrated” office management option; intended to fulfill all software needs of your organization. A real estate brokerage software will include transaction management as a functionality, but a real estate transaction management will typically not include all the features that a brokerage software has.

To determine if your needs require a real estate transaction management system or a real estate brokerage system, you’ll want to know a few things about your software needs. This includes the number of users, whether you have specific needs (improving your transaction process) or broad needs (manage the back-office real estate accounting), the type of industry you work with, and your target company size.

Read more: Best Real Estate Brokerage Software

brokerWOLF Dashboard
brokerWOLF is an example of a fully integrated real estate brokerage software that includes transaction management as a core feature.