Deal Features

From offer to closing, on autopilot

Intelligent automation handles the paperwork, the timeline, and the follow-up — you handle the relationships.

An agent giving clients superb service in a bright, modern office Superb service — everything from one app

Sound familiar?“Counter #2 is somewhere in my email, and I’m still waiting on the buyer’s signature.”

Sign & Counter In-App

Signatures and counter-offers, without the back-and-forth.

Send any document for signature right from the deal. Clients sign on their phone, counter-offers go back and forth inside the app, and everyone sees the latest version. Anything left unsigned gets a reminder, so nothing stalls.

  • E-signature for buyers, sellers and agents — no PDF editor
  • Counter-offers tracked round by round
  • Unsigned documents chased for you
  • Signed copies filed on the deal automatically

Sound familiar?“Every new offer means typing the price, the names and the dates in by hand.”

Offers Process Themselves

An offer lands → a transaction builds itself

When an offer comes in, Transact Agent Pro reads it, pulls out the price, parties, and terms, and stands up a complete transaction — milestones, timeline, and people already in place. You just review and approve.

  • Incoming offers read and key terms extracted automatically
  • The transaction and party list create themselves — zero typing
  • Multiple offers? Compare them side-by-side and pick the winner

Sound familiar?“I keep every deadline in my head and hope I didn’t miss one.”

Deals on Autopilot

From contract to close, nothing slips

Every deal gets a smart, Florida-specific timeline. The platform sequences the milestones, nudges the right person at the right moment, watches for missing documents, and hands you a prioritized to-do list each morning.

  • Timelines tuned to the deal — resale, new construction, land, commercial
  • Automatic reminders chase the parties so you don't have to
  • A daily briefing tells you exactly what to do next
  • Compliance gaps flagged before they become problems

Sound familiar?“I type the same address and buyer name into five different places.”

Type it once. Done forever.

One entry flows everywhere

Type the address, buyer, and price one time. It fills the timeline, the client portal, every email — automatically.

Enter once
Address · Buyer · Price
→
Deal & Parties
Auto-filled
Timeline
Auto-built
Client Portal
Auto-shared
Emails & Texts
Auto-personalized
Reports
Auto-updated

Sound familiar?“My clients call for updates, and I spend half my day forwarding emails.”

The #1 complaint from buyers & sellers

"I never know what's going on"

Clients don't leave agents over price — they leave over silence. Transact Agent Pro puts your buyers and sellers inside the transaction, connected to everyone, informed at every step.

Everyone. One conversation.

The whole team, talking in one place

The inspector, the title company, the lender, both agents, and your client — all in one transaction chat. No more forwarding emails, no more "did anyone tell the buyer?"

  • Built-in chat for every transaction — every party included
  • Messages reach people how they like: chat, text, or email
  • Clients get their own portal with the full timeline — every step visible
  • Automatic updates at every milestone, written in your voice
  • No more "any update?" calls — they already know
In-app chat Text Email Client portal
1420 Lake Nona Blvd — Transaction Chat
Inspector — MikeReport uploaded. All clear except a minor GFCI fix.
Lender — SandraAppraisal came in at value. Clear to move forward!
Title Co. — MariaClear to close — Friday 10am works for everyone.
You — the AgentGreat news, team! See you all Friday.
Buyer — JessFirst time I've ever felt this informed buying a home!
Buyer Seller Inspector Title Company Lender Both Agents → One loop. Everyone in it.

Sound familiar?“I want to look buttoned-up for my clients, but it’s just me doing it all.”

Clients feel the difference

Look like a team of ten

The real edge isn't features — it's how buttoned-up and responsive you feel to your clients.

An agent and a happy seller celebrating good news together Buyers & sellers stay smiling — connected through chat, text, email & their own portal

Live client portal

Buyers and sellers watch their own deal in real time — no more "any update?" texts at 9pm.

Emails in your voice

Every automated update sounds like you wrote it personally — warm, clear, on-brand.

One tap, no logins

Parties confirm dates and upload docs with a single tap — no app, no password, no friction.

Celebrations built in

Milestone wins, progress bars, and proactive updates keep clients delighted — and referring you.

Sound familiar?“I need one app for signatures, another for showings, and another for rentals.”

Just added

New in Transact Agent Pro

More of the deal, handled inside the app — so you never have to leave it.

In-app e-signature

Buyers, sellers, and owners sign on their phone — no DocuSign. Anything still unsigned shows up on your list until it's done.

Counter-offers

Send a counter right from the app. The offer that comes back is checked against what you agreed, so any sneaky change gets flagged before your seller signs.

Listings tracked from day one

Photos, MLS, showings and the listing’s expiration date — every step watched and reminded.

Rentals

Landlord and tenant deals with their own timeline. Rental applications and e-signatures handled in the app.

Land & commercial

Their own timelines and document lists, so every deal type runs the right way.

Showing tours

Drop in the MLS sheets and get a driving route. You and your buyer score each home on a shared scorecard.

Spanish for your clients

Set a client's language to Spanish and their emails, texts, and portal follow — automatically.

Email that files itself

Your own deal email address. CC or forward it and the email — and its attachments — land on the right deal.

Everything on this page is included for $99.99/month. See pricing →

See it on your next deal

Start a transaction in minutes and watch the timeline, reminders, and client portal build themselves.

Start Your Free 30-Day Trial →