Brokerage transaction visibility

Every deal
in view.

See every active transaction, required document, and missing file from one calm, secure brokerage dashboard.

Private documentsSimple agent adoptionBuilt for 5–25 agents

Brokerage overview

Good morning, Olivia

OB
12

Active

4

Need attention

86%

Complete

Active transactions

Updated now

1412 Magnolia Avenue

Olivia Bennett

Under contract

98 Harbor View Drive

Marcus Lee

Closing soon

670 Oak Terrace

Olivia Bennett

Active

Needs attention

2 documents missing

See the whole brokerage

One view across every agent and active transaction.

Know what is missing

Document completion and missing items at a glance.

Open any property file

Secure, organized folders built around each address.

Focused by design

Less chasing. More clarity.

TransactionOS gives independent brokerages the visibility of a large operation without forcing agents into a complicated enterprise platform.

01

Create a property file

Enter the address, client, transaction side, assigned agent, and expected close.

02

Follow the checklist

Your brokerage’s buyer or seller document requirements are applied automatically.

03

See what needs attention

Brokers see every deal and missing item. Agents see exactly what they need to complete.

Open it. Know what needs attention.

Give your team one clear, private place for the transactions that keep your brokerage moving.

Create your workspace