Best Real Estate Transaction Management Software of 2024

Your real estate brokerage CRM should have the most useful features for you. This will allow you to manage your leads and help you succeed. It is not surprising that only 10% of REALTORS use the CRM provided to them by their company. Many CRM products for real estate brokerage are too simple or too complicated and aren't tailored to the needs and workflows specific to each company. As with all our products, TRIBUS conducts extensive user testing of the Customer Relationship Management tool. To gain insight from executives, staff and agents, our product team meets regularly with them. They ensure that the products we provide are easy to use and can be adopted. Our user experience team meets regularly with clients to ensure that our custom brokerage CRM tools are simple to use by staff and agents.

The Future Of Back-Office & Accounting Software. One small step to your back office -- One giant leap You can do more with less! The unique, fully-featured back-office platform and accounting platform is designed for forward-thinking real-estate brokerages. Automated compensation plans, disbursement overviews, agent management, advanced reporting. General ledger, chart and reconciliation. Electronic funds transfer (EFT), commission payments, earnest money deposits and credit card processing. Check printing. BROKERS. Our automated suite of back-office software simplifies accounting and management. Our tools for tracking, calculating, and disbursement of commissions can handle even the most complex commission profiles. AGENTS. Maximize productivity - Give your agents the tools to measure and manage success with our goal and deal tracking features.

We are more than just digital closing technology. We are a team made up of escrow closes and tech specialists who work together to create a modern closing experience for all parties involved in the real estate transaction. You can focus on your next home show while you close the deal. Access our robust suite from any device to give your clients the best possible home closing experience. Real-time Notifications, Transaction Dashboard and Progress Tracker, in-app messaging, E-Sign & document management, Dedicated Closing team. For you and your clients, closing is easy. Endpoint has a new approach to escrow. Endpoint streamlines document submission and asks for key information earlier. This creates a smooth closing that is on time and hassle-free. Your closings will be simplified from start to finish. With solutions that make clients happy, you can get your time back. Real-Time Notifications, Transaction Dashboard and Progress Tracker

Track with ease is the best technological investment I've made for my law practice. We have doubled the number of deals we do and are now more organized than when we had a smaller caseload. It has completely freed my staff of administrative tasks and allowed us to deliver the exceptional client service that we are passionate about. You can see everything from contract to closing: your documents and contacts, dates, workflows, workflows, and more. You can ensure that the right update or reminder is sent automatically to the right person at the right moment. You can save hundreds of phone calls and emails per transaction. Reduce interruptions, reduce follow-up time, and eliminate unnecessary work. You can close faster and require less staff per file.

A powerful region website that displays all your listings, offices, and agents will improve lead generation. All levels of your organization can be equipped with tools to manage transactions and support accountability. You can streamline operations by being able to control listing publication, manage agents, track lead activity and productivity, monitor response times, create recruitment marketing, and transfer agents, agendas and contacts easily. You can grow your agent business by using powerful tools such as the agent productivity dashboard, drip marketing campaigns, automated buyer following-up, synchronized agendas and a mobile app.

Aspire Systems, an Oracle Partner, has developed iEstate, a SaaS (software-as-a-service) cloud-based Real Estate Property Management Solution. It is based on the Oracle Cloud platform. It assists Real Estate companies, Property Developers, and Lease Management Firms to streamline their business processes and manage areas such as Property Sales Management, Leasing Management and Sub-contractor Management. It provides a great omnichannel customer experience with features such as sales, social engagement, billing, and payment automation. iEstate's 360deg Property View feature is a far cry from other competitors. It uses advanced geocoding features and interactive GMAP features. Companies can use iEstate to cater to leads from social media and marketing platforms, and convert them into buyers and deals.

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

TotalBrokerage connects with every front-end website. TotalBrokerage can capture your online leads from any third party portal, lead generation website, Facebook or custom website. We organize and track them in one central location. The Marketing platform allows for you to eblast hundreds, if not thousands of emails per day at your customers and prospects. Staying in touch with your customers has never been easier thanks to drip campaigns and an integrated HTML editor. Transaction management allows users create, edit, and store all necessary forms and documents. All contacts and vendors can be tracked and reported on. The activity log can be used to centralize all pertinent information such as inspections. You can set up the automatic calculation of all your agents commissions in any way that you like. We can calculate any complicated commission calculation, whether it is flat, tiered or fees. We can sync to Quickbooks Online and Quickbooks Desktop natively, so your accountant will be happy. Track expenses down to the vendor or transaction level.

Your branded title app will make it easy for your staff to generate Title Quotes and Loan Estimate Quotes. It will also make it easier for clients to create Seller Net Sheets and other documents. Your branded app for title companies will always provide the most accurate numbers, including title insurance premiums, recording fees and transfer taxes. Our quoting engine has the highest customization in the industry. It allows you to customize your quotes by any parameter, including transaction types, closing locations, client information, and many other parameters. TitleCapture is the preferred solution for national settlement service providers. TitleCapture integrates seamlessly with major title underwriters, ensuring accurate and up-to-date estimates to your clients. Access your web-based app platform, including all estimates, can be accessed from any device.

Stavvy, a digital platform, has all the features, integrations, and functions that real estate professionals require for digital transactions. The Stavvy Platform allows users to collaborate securely and efficiently with their lending, settlement, loan servicing, and notarial partners. Users can access all the tools needed to boost productivity, provide flexible options, and break down communication silos in one secure platform. We are a group of individuals who care about each other, show up, excel and engage. We encourage individual authenticity, while also embracing collaboration. We cultivate the best in you because it produces the best in us. We are fearless. We are confident and trust others. We are stronger because of our differences, failures, and successes. We are empowered to speak up and participate openly. We are disciplined in listening respectfully and reacting without hesitation.

RamQuest's solutions are flexible and adaptable for title and settlement professionals. They can be set up to work with your business and maximize efficiency. RamQuest's fully integrated closing, escrow accounting and transaction management solutions are flexible and full of functionality. RamQuest can provide software on your network or in a hosted environment.

eZmax is a business solution that's specifically designed to improve the productivity and performance real estate agencies. This tool simplifies and harmonizes processes, resulting in immediate cost reductions and efficiency improvements. eZmax is a practical and concrete solution to the needs real estate brokers. It simplifies the management of daily tasks, facilitates access to critical information, and optimizes collaboration. A vital tool to improve performance and maximize potential. Multiple software and applications are required due to the scope of real estate agency activities and the complexity of their needs. The use of multiple tools comes with several disadvantages, such as loss of time, increased errors, difficult monitoring files, resource management problems, poor efficiency, and difficulties in monitoring files.

The next generation of real estate transaction management software. Automate your business with a simple, secure, and streamlined transaction platform. Our revolutionary use of blockchain technology makes wire fraud disappear. You can save time by interacting directly with all parties via one platform. It can even be integrated with DocuSign. With single-deck reporting and 360deg views of your business, you can make confident data-driven decisions. We are available 24/7 to assist you with customer support and onboarding. Learn why forward-thinking brokerages trust our real estate transaction software to grow their businesses.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

Remine is a modern platform for real estate agents that connects clients and agents on a single digital journey. Remine connects home buyers, home sellers and real estate agents together on one platform that is easy to use, clear, and fast.

Title quotes that will help you grow your agency. Elko allows title agencies to provide branded closing estimates and title quotes to increase their order volume. Your fully-branded title quoting portal. Allow your partners to pull title quotations, create seller net sheets, buyer estimations, and other closing estimates at anytime. All major underwriters offer title quotes. Get live TRID-compliant policy quotes from all major insurance companies. Import and capture orders into your settlement software of choice Orders captured through your Elko portal can easily be imported into your settlement system of choice. Your real estate and lender partners can enjoy a fully branded experience to help them calculate accurate closing costs for buyers and sellers. Elko integrates seamlessly with all major title underwriters, allowing your partners to receive up-to-date estimates and quotes in real time.

Northspyre is a data-driven software that helps real estate developers and project teams to use automation, data, and artificial intelligence to achieve predictable results on complex projects. Northspyre is the fastest growing project delivery solution for modern realty teams. Real estate project teams can save up to 6% on their project costs. It works across all asset types and scales. All project decision-makers, including project leaders and the CEO, can enjoy higher profits and greater productivity. Your projects will have higher returns and more predictable outcomes. Automation, data analytics, and artificial intelligence can be leveraged. In your daily decision-making, be more strategic, proactive, and data-driven. Make use of A.I. To eliminate slow speed to information caused by data-entry and manual uploads. Real-time data and early warning systems can be used to speed up data-driven decision making.

Occupier helps you to take control of your real property portfolio and identify opportunities throughout your lease lifecycle. Notify your business of important dates such as rent increases, renewal options and security deposit returns. All lease clauses can be gathered, sorted, and filtered. Stop flipping through pages upon pages of lease documentation. This scatter plot takes your total headcount and divides it with your ability to provide the ideal desk ratio in your space. You can approach your business's growth goals with insight. You will be able to close more deals. During the planning phase of lease agreements, analyze rent and square footage comps. To comply with enhanced disclosure requirements, export reports. With an all-in one transaction management platform, you can ensure that you are ready for strategic real estate growth decisions.

MarQuery Technologies builds the products and services in the real-estate domain-specific context. This allows real estate businesses to solve specific problems end-to end using the technology, consulting, and marketing solutions. Take a look at our digital products and take a look at our case studies to see how we can help you grow your business. We will evaluate your business and create a plan of action to address your problem statements. Our support team will provide training and updates as well as implementation assistance. Modern automation tools can help you increase productivity and efficiency in your business. You will see tangible results in no time.

Fundy is the place to go if you need to efficiently manage property fund investors and transactions in a safe environment. Fundy allows you to track, calculate, and report on the day-to-day operations of property funds, including capital calls from investors, distributions payments, net asset values, and portfolio investment. Fundy calculates capital calls and distributions for open-end and closed-end funds. This eliminates the need to use Excel formulas. Fundy makes it easy to track the performance of fund's indirect property or real estate fund investments. It is easy to monitor market values and other KPIs, as well as maintain business plans over time. Exquance and Fundy take security very seriously. Fundy features deep audit trail logging, distribution confirmation procedure, various user rights and permissions, SSO login, and GDPR features.

Accept offers via your website You can guide buyers through the sale process by adding an "offer" or "bid" button to your website. It's customizable to your brand. You can place bids, track negotiations, and digitally close a property purchase from anywhere. Openn is available online. It can be downloaded from the App Store or Google Play Store.

Asset Management Accelerator, built on the industry-leading business software Microsoft Dynamics 365 by Domain 6, helps organizations manage complex structures. It gives you visibility over your entire portfolio of assets that you own or operate. Asset Management Accelerator leverages the powerful capabilities of Microsoft Intelligent Cloud and Dynamics 365 to break down the data silos created with traditional solutions. The idea behind an accelerator is to provide 80% of functionality required for your industry into a package that can be easily deployed and maintained by Domain 6. An industry accelerator allows you to bring a standard business process and best practices into your Dynamics 365 implementation. You can get a 360-degree overview of all assets, whether they are owned, rented or funded. This will help you determine the value of each asset.

Facilities Management Accelerator leverages the powerful capabilities of Microsoft Intelligent Cloud and Dynamics 365 to break down data silos that are created by traditional solutions. This helps companies better manage their properties. The idea behind an accelerator is to provide 80% of functionality required for your industry into a package that can be easily deployed and maintained by Domain 6. An industry accelerator will help you implement a standard business process and best practices into your Dynamics 365 implementation. Customers can create new revenue streams by moving from reactive to proactive business models. Improve tracking of asset expenses and property costs to simplify chargebacks.

Ereca is an online database for real estate companies that contains their employees, agents and brokers as well as their property information. It allows for payroll calculations across multiple offices, tax codes and deal tracking as well as calculating commissions owed to brokers. Enterprise Real Estate Collaboration Application (ERECA) was created by Retransform in order to combine CRM (Customer Relationship Management or Contact Relationship management) functionality with DTS (Deal Tracking System), giving full visibility. It is designed for large brokers with employees, commission agents and sub brokers. It allows them to manage people, properties and payments in one place. Ereca can manage large-scale property data and calculate complex commission payments with ease. It can generate a variety of financial and auditing reports based on payments and deals, and forecast revenue for the next year.

Landtech offers real estate settlement applications and closing software for the title escrow industry and financial sector. Our suite of software includes settlement apps, escrow accounting, and transaction management software. Want a cloud-based, browser-based solution for remote access? Landtech Lime offers the same great experience but with new features and functions that streamline the closing process. This platform is used by title professionals since more than 40 years. It is known for its robust integrations and functionality. This is our locally-installed offering to facilitate smooth real estate settlement, closing, title and escrow operations. Landtech has the expertise, knowledge and technology to help any title, settlement, and escrow operations to be more efficient, profitable and effective.