Propertybase Back Office logo in blue and black

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.

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.

 

Get Back Office

Increase file review productivity by 200% – get started today!

Get Back Office

Increase file review productivity by 200% – get started today!