Alternatives to ClosedEasy
Compare ClosedEasy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClosedEasy in 2026. Compare features, ratings, user reviews, pricing, and more from ClosedEasy competitors and alternatives in order to make an informed decision for your business.
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BoldTrail
BoldTrail
BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. -
2
Top Producer CRM
Top Producer Systems
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.Starting Price: $109/month/user -
3
DeedSpring
Stacker
DeedSpring is a web-based transaction coordination platform for U.S. real estate agents, transaction coordinators, and teams. It organizes each closing around its contract, parties, documents, tasks, messages, and deadlines. The software reads executed agreements to identify dates and contingencies, tracks follow-ups with lenders, title and escrow contacts, and signers, and associates incoming communications with the relevant transaction. An AI assistant can draft reminders and client updates for review, while deadline risks and outstanding items are surfaced to the team. Buyers and sellers can use a branded portal to view milestones, documents, and next steps. DeedSpring also provides shared team visibility, workflow checklists, document handling, and signing features for managing a transaction from contract through closing.Starting Price: $15/month -
4
CloudCoord
Cloud Coordinator, LLC
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing. When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist. It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends. Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.Starting Price: $149/month -
5
Sisu
Sisu
Sisu increases brokerage & team annual volume by 107% and agent annual volume by 28%. Brokerage and team communication, data analytics, agent coaching, accountability, motivation, intuitive contract to close transaction management and data driven decisions are critical... being in an office is not. Replace your clunky coaching and tracking spreadsheets with one system that pulls data from your CRM and other systems. Even better, put this data on blast with TV designed dashboards, intelligent notifications, sales challenges, mobile display—so that your team is all unified around critical key performance indicators. We have redefined “transaction management software”. Sisu project management for real estate elegantly simplifies your most complex transactions and busy workloads with drag and drop task boards, customer created forms, fields, notifications and task templates.Starting Price: $6.99 per month -
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Trackxi
Trackxi
Trackxi is an AI-driven platform designed for real estate agents, teams, transaction coordinators, and brokerages. It simplifies and automates every step of the transaction process, replacing manual checklists and spreadsheets with a centralized, secure, and easy-to-use interface. Features like visual timelines, automated reminders, customizable workflows, and integrated communication ensure accurate tracking, timely updates, and enhanced accountability. Trackxi’s AI Assistant delivers instant answers, while AI-powered Sales Document Data Extraction speeds up transaction creation, reducing errors and saving time. Trusted by real estate professionals, Trackxi streamlines every transaction, ensuring efficiency, accuracy, and client satisfaction.Starting Price: $39/month -
7
Propertybase Back Office
Propertybase
Less chaos, consistent workflows, and better results. Lone Wolf Workspace combines real estate transaction management, compliance, and office intranet into a single ecosystem for streamlined productivity. We provide a secure workspace for agents, clients, and other vendors to share documents, dates, notes, and more. Enable smoother, more reliable closings. Eliminate confusing paper trails and disjointed processes with software that ties together transactions, eSignature, and compliance. Keep critical documents and due dates on track with step-by-step prompts that make it easy for agents to gather document requirements. Lone Wolf Workspace exists to reduce your brokerage’s liabilities. Our real estate intranet creates a connected and engaged workspace for your business. Foster communication, quickly onboard new hires, and provide a 360° view of your brokerage’s day-to-day activities with banner ads, calendars, message boards, announcements, and more. -
8
Lone Wolf
Lone Wolf Technologies
Lone Wolf Technologies is a leading provider of cloud-based software for the real estate industry. The company delivers an end-to-end platform designed to help agents, teams, brokers, MLSs, and associations manage their entire business—from lead generation to transaction close. Lone Wolf’s product suite includes solutions for CRM and lead management, digital transactions, back-office accounting, transaction management, analytics, and website/marketing tools. Key products such as Relationships (CRM), Transactions (transaction management), Back Office (accounting and brokerage operations), and Boost (lead generation and marketing) help real estate professionals streamline workflows, stay compliant, and deliver better client experiences. By connecting every stage of the real estate lifecycle in a single ecosystem, Lone Wolf Technologies helps real estate organizations operate more efficiently, close more deals, and grow their business. -
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Clozze
Clozze
Clozze is an AI powered real estate transaction management and CRM platform built for agents, brokers, and transaction coordinators managing deals from contract to close. Clozze centralizes transaction workflows, task management, communication, documents, and deadlines into one shared workspace to reduce manual coordination and improve visibility across active deals. The platform includes a Communication Hub that brings email and text messaging into one place, helping users track conversations tied to buyers and listings. AI Assist identifies messages that require action and helps draft responses based on the user’s communication style. Clozze also supports transaction level task tracking, calendar syncing, team collaboration, and document review. Integrations with Dotloop, Follow Up Boss, Gmail, Google Calendar, and Apple Calendar allow users to import transaction data, reduce duplicate entry, and keep systems connected.Starting Price: $10 a month -
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Form Simplicity
Form Simplicity
In today’s busy real estate world, time is money. Form Simplicity is designed for busy real estate professionals like you to create transactions efficiently while mitigating risks. First, create time-saving templates, groups of frequently used forms, with pre-populated data. Enter data in a field once, and it will automatically populate into all the other standard fields throughout the transaction. Then, import data from the MLS. Form Simplicity’s automation tools reduce typing and increase productivity. eSign, Form Simplicity’s electronic signature solution, saves countless hours by quickly capturing signatures. As a Form Simplicity user, your Libray of Forms includes the most current versions of your association’s, MLS’s, or brokerage’s forms. With Form Simplicity, you can be confident the forms in your clients’ transactions are always up-to-date, protecting you and your clients from risk. -
11
TransActioner
TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.Starting Price: $19/month -
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dotloop
dotloop
On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.Starting Price: $29.00/month -
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TrackWithEase
TrackWithEase
Track with Ease is the greatest technological investment I have made for my law practice. Since signing up we’ve doubled the amount of deals we are doing, while staying even more organized than we were with a smaller caseload. It single-handedly freed my staff from administrative chores, and helps us deliver the amazing client service we’re passionate about through automation and better communication with clients. See everything from contract to close: your documents, contacts, dates, workflows, e-signatures, and more. Ensure the right update or reminder automatically gets sent to the exactly the right person, at the right time. Save yourself hundreds of calls and emails per transaction. Reduce interruptions, save hours on follow ups, and eliminate busy work. Get to the closing faster, with less staff hours required per file.Starting Price: $129 per user per month -
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TRIBUS
TRIBUS
It’s important that your real estate brokerage CRM has the features that are the most useful to you and will help you manage your leads in order to help you be successful. There is a reason that less than 10% of REALTORs use the CRM provided by their company. Most real estate brokerage CRM products are either too basic or too complex and they aren’t tailored to the individual needs and workflows of the company. At TRIBUS, as with all of our products, we complete thorough user testing of our custom Customer Relationship Management tool. Our product team regularly meets with executives, staff, and agents to gain insights on what they want and need. Most importantly, they make sure that the products we deliver are easily used and adopted. Additionally our user experience team regularly meets with our clients to make sure that our custom real estate brokerage CRM tools are easy to use by your staff and agents. -
15
onOffice
onOffice GmbH
The online-based real estate software onOffice enterprise is the product of years of software experience in terms of innovation, quality and reliability. Since 2001, onOffice has been an important part of the real estate industry. The software, created specifically for real estate agents, sets new standards in the field of brokerage and aims to simplify the working life of every real estate professional. Both the real estate software and the first-class web design offer are designed to help all real estate agents achieve a stress-free and organized daily brokerage routine. Over 35,000 users already rely on the secure, portal-independent and fully web-based real estate software. With its outstanding features - networked brokerage in the cloud, optimization of work processes, creation of websites and other marketing tools - it more than meets the needs of companies in the real estate industry. -
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Endpoint
Endpoint Closing
We’re more than just digital closing technology. We are a team of escrow closers and tech specialists, working together to create a modern closing experience, for all parties in the real estate transaction. Easy closings so you can stay focused on your next home showing Access our robust suite of features from any of your devices to offer your clients the best home closing experience possible. Real-Time Notifications, Transaction Dashboard, Progress Tracker, In-App Messaging , E-Sign & Document Management, Dedicated Closing Team. Closing made simple for you and your clients. We’ve taken a whole new approach to escrow. By streamlining document submission and asking for key information earlier, Endpoint creates a closing that's on time and hassle-free, resulting in a truly effortless experience. Simplify your closings from start to finish. Get your time back with solutions that make your clients happy. Real-Time Notifications, Transaction Dashboard & Progress Tracker -
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Brokerage Engine
Brokerage Engine
Easily automate commission calculation, use multiple commission plans, and pay via ACH. Real business intelligence–quickly views various financial, production, and projection reports. Manage all Brokerage listings including media, marketing, and vendor relations, and even auto-size photos. Use checklists to manage your transactions through to a timely closing. Handle title, escrow, mortgage, and more. Give your agents a robust catalog of marketing services and offerings, and track project progression and invoicing. Elevate the efficiency of your team with assigned task management for the whole brokerage. Maintain confidence and peace of mind with complete document management and compliance tools. Connect your other tools to streamline your data flow and reduce duplicate data entry. Say goodbye to one-size-fits-all approaches. With Brokerage Engine, you have the power to create customized checklists and save templates for various transaction types. -
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TotalBrokerage
Brokerage Management Solutions
TotalBrokerage connects to every front-end website. We capture your online leads from any third-party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location. The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier. Transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections. All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to an individual transaction or vendor.Starting Price: $399 per month -
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Propy
Propy
The next generation real estate transaction management software. Autopilot your business with a streamlined, simple, and secure transaction platform. Wire fraud becomes a thing of the past thanks to our revolutionary use of blockchain technology. Save time by interacting with all parties on one platform. It’s even integrated with DocuSign. Make confident, data-driven decisions thanks to a 360° view of your business and single-deck reporting. Whether you need onboarding or customer support, we are here for you 24/7. Find out why forward-thinking brokerages rely on our real estate transaction management software to grow their business. -
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SkySlope
SkySlope
SkySlope provides best-in-class solutions that work together seamlessly. Equip your team with the tools they need to work efficiently and provide the ultimate customer experience. Peace-of-mind compliance with customized checklists, streamlined auditing, and intelligent brokerage analytics. Pre-loaded and up-to-date MLS and association forms are easy to prepare with auto-populating data and quick-entry modals. Set up and send documents for signature effortlessly. With all the essential tools, DigiSign provides a straightforward and simple signing experience. -
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Nekst
Nekst
Let Nekst organize your day, manage communication with clients and assist with automated followup amongst parties of a transaction. Start with a core list of tasks then easily add or edit to-dos and dates to match your transaction. Set reminders, share tasks, & organize your real estate team. Create repeatable emails and build them into your checklist. Nekst will either auto-send them at 9am or you can manually send with a single click. Create a list of steps for your own client to follow. They can use Nekst just like you do, to ensure they know what to do and when to do it. In the same way you provide feedback after a showing, we collect status updates from lenders, title reps & others automatically for you. Anyone who wants to ensure they never miss a detail again & wants to offer the best service possible to their clients. Our users range from agents to transaction coordinators to team leaders.Starting Price: $15 per month -
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Folio by Amitree
Amitree
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!Starting Price: $29/user -
23
The CRE Launcher
The CRE Launcher
CRE Launcher is an all-in-one AI-integrated tool built to help commercial real estate brokers automate prospecting, manage pipelines, and accelerate deal flow from a single unified system. It centralizes communications and workflow by unifying the user’s inbox, pipeline tracking, and automation tools so brokers can follow up faster, avoid missed leads, and close transactions more efficiently. It supports automated prospecting campaigns that coordinate emails, text messages, voicemail drops, and phone calls to create multi-touch outreach sequences designed to immerse prospects and increase engagement. CRE Launcher also includes pipeline automation management to automatically track listings, deals, and exclusives, providing visibility into brokerage activity and helping maintain a consistent pipeline. It features AI-powered voice and SMS agents that operate continuously to answer calls and messages, qualify prospects, and maintain responsiveness.Starting Price: $299 per month -
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Zipi
Zipi
The Future Of Back-Office & Accounting Software. One small step for you — One Giant Leap For Your Back Office. Do more with less! Save time and money with the one of a kind, full-featured back-office and accounting platform designed for forward-thinking real estate brokerages. Automated compensation plans, disbursement overview, agent management and advanced reporting. General ledger, chart of accounts, invoicing, billing, advances, bank feeds and reconciliation. Electronic funds transfer (EFT), commission payouts, earnest money deposits, credit card processing and check printing. BROKERS. Simplify management and accounting Cut administration and accounting workloads with our automated suite of back-office tools. Our commission tracking, calculating and disbursement tools handle even the most advanced commission profiles. AGENTS. Maximize productivity Give your agents the tools they need to measure and manage their success via our goal and deal tracking features.Starting Price: $5 -
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EZ Coordinator
BrokerStore
Track buyer and seller leads in the CRM. Track property showings and offers in a fast and simple way. Run email marketing campaigns and keep prospects engaged. Access your transactions, documents and tasks 24/7. Track your tasks and important due dates. Get performance and sales reports and review documents for compliance. Put the power to organize leads, documents, signatures and task management at your fingertips. EZ Coordinator is the premier real estate transaction management tool used by brokers, agents, and transaction coordinators to manage their real estate transactions and improve efficiencies leading to more closed deals. Manage your buyer and seller leads, track the property types of interest, as well as other important data that will convert leads into CLIENTS! For brokers, this tool will help you attract the best agents in the business by offering them our CRM tool. For agents, no more multiple programs to track leads and transactions.Starting Price: $15 per month -
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Paperless Pipeline
Paperless Pipeline
Real estate transaction management doesn’t need to be frustrating and overly complicated. Paperless Pipeline is built for better transaction management. Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page. Automate reminders, tasks, and milestones. Send emails and attachments in less time. Better is simple. Make the process simpler for everyone. No matter how you work, give your entire real estate company a better way to stay on schedule, streamline communication, and close on-time. Focus entirely on transaction management. Customize checklists for your company. Give agents access with the right permissions. Start for free, and scale with ease. Better transaction management focuses on the core features that make a measurable difference, save time, and allow companies to grow and scale with ease.Starting Price: $75 per month -
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Kolank
Kolank
Kolank is an AI powered automation platform built specifically for freight brokerages. The platform handles operational communication and workflow automation across multiple channels—including email, chat, and messaging—enabling brokerage teams to maintain consistent 24/7 coverage without scaling headcount proportionally. Core Capabilities Multi-Channel Communication Management Kolank manages carrier and customer communications across Email, Google Chat, and Telegram from a unified interface. The platform maintains conversation context across channels and supports document sharing (PODs, BOLs, rate confirmations, invoices). Operational Workflow Automation Customer Communication: Automated status updates, delay notifications, and delivery confirmations. Carrier Coordination: Insurance verification, rate negotiation support, and check call automation. Load Tracking: Real-time driver tracking, ETA calculations, and proactive exception alerts.Starting Price: $200/month -
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Landtech
AccuTitle
Landtech provides real estate settlement and closing applications for the title escrow and financial industry. Our suite of software includes settlement applications, escrow and trust accounting, along with transaction management software. Need a cloud, browser-based option for easy remote access? Landtech Lime delivers the same great experience, but with newly added features and functions to streamline the closing process. This platform has been used by title professionals for 40+ years and is known for its robust functionality and integrations. This is our locally installed offering to conduct smooth real estate settlement and closing, title, and escrow operations. Landtech has the knowledge, expertise and technology to assist in any size title, settlement and escrow operation to be more efficient and profitable. -
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DocJacket
DocJacket
AI Transaction Management Software. The first AI assistant built specifically for Transaction Coordinators managing contract-to-close workflows. DocJacket reads your emails, extracts transaction data, and updates systems automatically in real-time. ✅ Email processing from Dotloop & SkySlope ✅ Intelligent deadline tracking with 92% on-time delivery ✅ Automated client communications ✅ Real-time transaction status updates ✅ Professional reports that win agent referrals Transform manual busywork into intelligent automation. Join 500+ Transaction Coordinators who've made DocJacket their AI partner. Get Started Free Today at DocJacket.comStarting Price: $39/month -
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H2eFile
H2eFile
Real estate online transaction management and filing, easy and cost effective. The “State of the Art” technology is not just for large companies. Unlimited storage, unlimited transactions, efficient office-agent communication, create your own checklist and also add forms to them. Provides due date reminders, and allows you to search any transaction or document in seconds. Easy & automatic commission calculation. Commission and other reports on a click. Tutorial videos on each screen. Microsoft Azure® cloud storage quality. Local backucp on a click. H2eFile provides an efficient, green, and cost effective solution to traditional hardcopy file systems for small or multi-office real estate brokerages. Imagine all your agents safely creating the folder for each one of their transactions, and directly submitting all documents into those folders. All of that for a small fraction of what you expend today. All your brokerage transaction's files safe and secure.Starting Price: $4 per user per month -
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Sphere
Sphere
Sphere is a real estate CRM and business management platform created to help agents plan their goals, manage transactions, stay connected with clients, and grow a high-touch referral business from one central hub. In a few minutes, users can create an annual business plan and track important sales metrics daily, weekly, and monthly. Contact profiles store client details, referrals, rankings, relationships, communication history, emails, birthdays, house anniversaries, notes, documents, and custom labels, while advanced filters and mass actions support targeted outreach. Sphere automatically builds and updates client-facing transaction timelines, tracks stages from potential through closed, assigns checklist items and deadlines, archives documents, records expenses, and keeps clients, teammates, escrow, and other parties informed.Starting Price: $10 per month -
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PactFi
PactFi
PactFi is a fintech platform designed to manage and streamline complex private credit transactions by providing end-to-end operational infrastructure for deal coordination and closing. The platform centralizes workflows, data, and communication across multiple parties involved in a credit transaction, enabling arrangers, investors, legal counsel, borrowers, and administrators to collaborate within a single secure environment. Instead of relying on fragmented systems and heavy email coordination, PactFi organizes the deal process through structured workflows that track every step of the transaction and maintain a consolidated record of activities and documents. It allows users to manage the flow of funds during deal closings, input facility draw amounts, record fees, and automatically generate sources-and-uses summaries that help participants verify the financial structure of the transaction. -
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MoxiBalance
Moxiworks
MoxiBalance completely automates your agent reporting so January 30 will always be smooth sailing. 2023 brings tough new 1099 reporting obligations from the IRS. Now is the time to eliminate your compliance headaches forever. No more scrambling at the end of each month to give agents a report. Cap status or commissions; agents can access their info anytime, and brokerages can collect payments through the portal. Easily print checks or handle direct deposits in the same workflow. Closing and reporting templates tackle fixed or variable costs, supporting routine billing and payouts or unique one-off receipts. MoxiBalance can collect earnest or escrow money directly from the consumer and hold the money separate from other day-to-day items, so it's super easy to send that money back out at closing. Many brokerages are offering competitive splits, capping, and fee structures, that's a lot of manual work for admins. Our templates allow you to apply unique payouts without manual calculation. -
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TCWorkflow
TCWorkflow
TCWorkflow is packed with features and functionality that have been specifically designed to make you more productive and to put time and money back into your pocket. Your transactions are always built around the tasks that you need to complete. Our task tools give you the ability to create re-usable templates which you can use over and over again. Here's a few incredible things you can do with task templates: Pre-assign tasks to yourself or your team members, schedule task dates to be automatically added to your Google or Outlook calendar, and make tasks contingent on one another or transaction dates. You can also color code your tasks, set them as recurring, pin them, make them milestones, and even create parent child relationships (where one task cannot be closed before the other). Communication is the lifeblood of any successful real estate professional.Starting Price: $49 per user per month -
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Back At You
Back At You
You know that part of your business that keeps you up at night? We can fix it! We’ve spent over 20 years learning exactly why brokerages struggle and building technology to help. See why over 300 brokerages trust us to unlock their true potential. Stay a step ahead of your competition by canvassing your market with automation and the latest marketing strategies. Clients are at the center of everything you do, so we put ClientBAY at the center of our system. With websites, CRM, email marketing, and more, we make sure you stay in front of prospects and clients to secure business now and in the future. A complete back-office solution built for brokerages looking to streamline their operations, reduce administrative busywork, and create transaction efficiencies company-wide. Our FinancialBAY can handle it with ease. Plus, agent billing, multi-office management, invoicing, and reporting couldn’t be simpler! -
36
REACH
REACH
Business done remotely. Document collaboration, e-signature, web conferencing and ID verification, all in one single platform. Increase conversion rates by enabling agent-supported real-time deal closing session in the last mile of the transaction process. Satisfy all compliance requirements of a physical meeting with all the critical tools to enable your agents to get the job done remotely. Allow your customers to work independently and request live video document/e-signature collaboration support from an agent to complete their transaction. Accelerate the completion of complex business processes by enabling users to engage effectively in multiple phases, both in self-service and real-time modes. Ready to Accelerate Your Entire Sales Team Performance? Expedite your remote client interactions using REACH's platform. Enhance the value you offer to IT departments and lines of business including Sales, HR, legal and procurement.Starting Price: $40 per user per month -
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RamQuest One
RamQuest
RamQuest's solutions for title and settlement professionals are scalable and adaptable, designed to be configured to perfectly align with your business and offer maximum efficiency. Our fully integrated closing, escrow accounting, imaging, transaction management, eSigning and digital marketplace solutions are full of functionality and very flexible, so whether you want software on your own network or a hosted environment, RamQuest has your solution. -
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Constellation1
Constellation1
Showcase your brand, your brokerage, and your agents with a robust suite of technology solutions to engage and service your clients. With a fluid and effortless lead management process, you can embrace your leads from website to closed transaction. Simply and effectively manage your back office accounting, transactions, and commission plans with a robust and reliable system designed exclusively for real estate brokerages. Powerful real estate data services including IDX/VOW, demographics, and more. Scale your business and solve gaps in your technology stack via data sets available from Constellation1. Upgrade to the industry’s most customizable, easy-to-use, and seamlessly integrable commissions solution to streamline your back office and free up more time to focus on your business. Redesigned user experience to reduce training time for fast adoption and make the app easy (and fun) for your entire team to use. -
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AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
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Fundy
Exquance Software
A powerful, web-based platform for property and private equity fund managers, Fundy simplifies complex fund operations in a secure, audited environment. Key Features: Automated Workflows: Capital calls, distributions, and fund fee calculations Investor & Portfolio Tracking: Manage transactions and monitor performance Real-Time Payment Status: Integrated with banking and accounting systems Seamless Reporting: Export Excel reports with embedded formulas Enterprise-Grade Security: SSO, audit trails, and multi-user confirmations Trusted by investment professionals to reduce risk, save time, and improve fund oversight. Request a free demo to see Fundy in action. -
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BrokrBindr
BrokrBindr
Working smarter is so much better than working harder. Closing deals is way more fun than losing them. Give your clients the experience they deserve. Give yourself a competitive advantage. Propel your mortgage brokerage business with BrokrBindr. BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable. Preparing emails to request condition documents is probably taking you twenty minutes. Cut that to twenty seconds when you select a personalized, branded email template and which auto-generates the list of condition documents for you. Provide the personal touch. Impress clients with your professionalism.Starting Price: $59 per month -
42
RedlineDCS
RedlineDCS
RedlineDCS is a web-based software product designed to facilitate collaboration among deal teams on transaction legal agreements. It offers secure deal rooms where dealmakers, advisors, and counsel can mark up, comment on, and share drafts of transaction agreement documents. Additionally, the product provides e-signature options and a secure repository for executed legal agreements RedlineDCS is for organizations in need of an efficient, secure, and reliable document collaboration solution for managing their data, communication, and workflow processes for transactions. Our platform meets the needs of customers involved in active M&A campaigns, securing financing, commercial real estate transactions, and other activities that require drafting and executing legally binding agreements. Our customers are dealmakers—professionals responsible for managing the deal process, from start to close. -
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FundFormer
FundFormer
FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions. -
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CommissionTrac
CommissionTrac
Enable your brokerage to digitally collaborate and manage your back office operations from anywhere. CommissionTrac is the single platform to manage your business from deal pipeline and opportunities to commission payments while creating your own internal comps database. Give your principals, agents and back office the tools to manage a productive and profitable business without digging through spreadsheets and paper files. Escape spreadsheets and paper forms for pipeline and new deals. CommissionTrac keeps everything in one place. No more double data entry. CommissionTrac provides simple workflows for your agents and back office. CommissionTrac provides agents, managers and your operations team the tools to be more productive and profitable. Helping brokerages with transparency, organization and efficiency by providing a single place for agent's deal pipeline all the way to back office automation and reporting.Starting Price: $60 per month -
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NEXONE Office
NEXONE
NEXONE Office is your complete brokerage solution. Connecting agent files and transaction information directly with your back office and administration guarantees a consistent flow of information and ongoing compliance. In addition, Agents will be able to see exact requirements for various file types and built-in auditing, tracking, and approval workflows means full transparency between the back office and agents on missing information. Coupled with back-office accounting, trade information will populate necessary financial information eliminating any double entry. NEXONE Office was designed to simplify your deal submission workflow. Utilizing feedback from office administrators, NEXONE Office ensures all deal requirements are met and provides transparency on information that is missing. The electronic trade record eliminates common double entries by automatically populating relevant deal information directly into the back office accounting solution. -
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Dealcloser
Dealcloser
We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!Starting Price: $149 per month -
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Cumulus
KnewVantage
KnewVantage is an official ISV partner of Salesforce.com and provides a powerful web-based CRM solution for residential real estate brokerages. Powered by the Salesforce.com platform, Cumulus is designed to support the unique needs, customer dynamics, and processes associated with a residential real estate brokerage company, including property management. Agents can track property listings and buyer side transactions from lead inception to close. Intelligent workflow supports agents with checklists featuring pre-set and adjustable alerts and reminders. The application can integrate with numerous 3rd party real estate applications such as local MLS systems, property web sites, and other real estate marketing channels. Executives achieve 360 degree visibility across their enterprise through advanced reporting and graphical dashboards. This company-wide business intelligence solution helps executive management make better decisions and transform the way they do business. -
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Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
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UpTrader
UpTrader
If you are starting a forex brokerage firm and looking for a reliable forex solutions provider, just leave a request and we gather the best offer for you. If you are an owner of a brokerage company or going to start one, you will probably need Best Forex CRM Solutions. We supply brokers with all core Forex Solutions, which helps brokerages start or improve their business. This part of Forex CRM was created to easily configure all aspects of CRM operation. There are settings for all components of your business. Marketing, sales, payment system integrations, access rules for company's departments, trading platforms, analytics, email communications, KYC, conditions for Introducing Brokers, and so on. View the full history of deposits and withdrawals on one page. Receive promotional messages, as well as personal special offers directly in the client interface. -
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REfindly
REfindly
REfindly’s CRM automates every aspect of a sale, from the moment a client begins searching to the close of the deal. Upon a prospect’s entry into the system, you can simply arrange a follow-up program and let REfindly do the rest. Schedule appointments, set reminders, and track correspondence emails and phone calls. Add viewings and prospect notes, and send targeted listing alerts with the point-and-click system. REfindly’s customer relationship management solution streamlines your daily workflow, keeping you organized and abreast of upcoming tasks so you can focus on expanding and strengthening your business. REfindly also offers IDX websites for real estate agents and brokerages.
