Real Estate Transaction Managment
We help you stay on track from the very first handshake, through the purchase, and back for a second sale. Propertybase Back Office brings order to real estate transactions with structured compliance, paperless processes, and complete visibility into each transaction.
Workflows, not workloads
Our predictive workflows let agents and clients know what documents or actions are expected as they progress throughout a transaction.
Guided workflow from start to finish
Our dynamic transaction workflows helps ensure that the agent follows the right path, and gathers the correct documentation from the moment they meet new their client.
Agent & Client Collaboration
Our proprietary Roundtable feature provides a collaborative workspace for agents and clients to communicate, share, and edit documentation.
Keep track with Required Actions
Stay on top of critical documentation and due-date notifications and help reduce your agency’s liability.
Coordinate with managers
Managers can review paperwork and funding requests from their agent during pre-closing.
Secure file storage
Once completed, your files will be archived in our safe cloud storage where you can easily access them anywhere, anytime.
Workflows, not workloads
Our predictive workflows let agents and clients know what documents or actions are expected as they progress throughout a transaction.
Guided workflow from start to finish
Our dynamic transaction workflows helps ensure that the agent follows the right path, and gathers the correct documentation from the moment they meet new their client.
Agent & Client Collaboration
Our proprietary Roundtables provide a collaborative workspace for agents and clients to communicate, share and edit documentation.
Keep track with Required Actions
Stay on top of critical documentation and due-date notifications and help reduce your agency’s liability.
Coordinate with managers
Managers can review paperwork and funding requests from their agent during pre-closing.
Secure file storage
Once completed, your files will be archived in our safe cloud storage where you can easily access them anywhere, anytime.
Real Estate Transactions,
simplified.
Our dynamic transaction management engine makes sure all of the best practices and compliance expectations are met for every real estate transaction, every time.
- Real-time transaction tracking
- Robust compliance & reporting
- Propertybase CRM integrations
- Dynamic checklists & workflows
- Broker review
- eSignature
All the tools you need to transact real estate
Finance
Track commissions through integrations.
MLS Data
Pull MLS data directly into the system.
eSignature
Share and sign documents with built-in eSignature.
Document Storage
Secure and safe storage for your documents.
