For independent brokerages with 5-25 agents
See every transaction file. Without chasing every agent.
TransactionOS gives broker owners and managing brokers one private dashboard for active deals, property folders, required documents, and missing-file visibility.
Founding brokerage plan available. No credit card is requested on account creation.
Brokerage overview
Active transactions
Active
Need attention
Complete
Property files
Updated now1412 Magnolia Avenue
Olivia Bennett
7/9
98 Harbor View Drive
Marcus Lee
8/8
670 Oak Terrace
Olivia Bennett
3/9
Needs attention
2 documents missing
Product preview shown with sample transaction data.
One view
across active brokerage transactions
At a glance
missing documents and completion
One folder
for each property-based transaction
The visibility gap
Stop piecing together the brokerage from folders, inboxes, and follow-ups.
When each agent keeps files differently, the broker becomes the person asking for updates. TransactionOS creates one predictable place to see what is active, what is present, and what is still missing.
- Open any permitted property file when oversight is needed.
- See which transactions need attention before opening each folder.
- Let agents update the broker by completing the work, not sending another message.
Buyer-side transaction
1412 Magnolia Avenue
Assigned to Olivia Bennett · Closing Jun 24
Document completion
7 of 9
2 files still missing
Required documents
Agency disclosure
UploadedPurchase agreement
UploadedInspection report
MissingClosing disclosure
MissingProduct preview shown with sample transaction data.
How it works
A clear operating rhythm for every transaction.
No complex reporting layer. Just the core workflow your broker and agents need to keep files visible and organized.
Create the transaction
Add the property, client, side, assigned agent, status, closing date, and notes.
Build the file as work happens
The correct brokerage checklist appears automatically. Agents upload documents against each requirement.
Know what needs attention
Brokers monitor every permitted active deal, open folders, and find missing items from the dashboard.
Focused by design
The essentials for transaction visibility. Nothing your team has to work around.
TransactionOS is a brokerage visibility and document organization workspace—not an overloaded all-in-one platform.
Brokerage-wide visibility
Brokers see every permitted active transaction, assigned agent, closing date, status, and document gap from one dashboard.
Property-based folders
Keep the details, notes, checklist, and uploaded files for each deal organized around the property address.
Buyer and seller checklists
Set your brokerage requirements once. The correct checklist is copied into each new transaction automatically.
Private document uploads
Agents upload PDF, Word, and image files against the right requirement. Authorized brokers can open the same file.
Search and useful filters
Find files by property, agent, status, transaction side, closing date, or whether documents are missing.
Role-based team access
Agents work only in assigned transactions. Brokers retain visibility across the brokerage and manage team access.
What's included
One brokerage workspace, set up around your process.
The founding plan includes the working product and hands-on support to help your team start with a useful structure.
Broker and agent accounts
Role-appropriate dashboards and access.
Active and archived transactions
Property records stay findable over time.
Buyer and seller templates
Requirements match your brokerage workflow.
Private document storage
Authorized access to uploaded transaction files.
Personal onboarding call
A guided start for the brokerage owner.
Setup and invitation support
Help with checklists, workspace setup, and inviting agents.
Direct email support
A clear place to ask for help during the founding period.
Simple brokerage pricing
One plan for the whole brokerage.
Start with the complete MVP and personal implementation support. No feature maze and no per-agent price calculation.
Questions before you begin? Email the TransactionOS team.
TransactionOS Brokerage Plan
Limited to 10 founding brokerages.
$149/month
$79
per month, per brokerage
- Founding rate for first 12 months
- Core product access included
- Personal onboarding call
- Brokerage and checklist setup
- Agent invitation support
- Direct email support
Create your account first. Subscription checkout is available from your secure workspace.
Frequently asked questions
Know exactly what you're getting.
TransactionOS stays deliberately focused on the core broker oversight journey.
Who is TransactionOS built for?
Independent residential real estate broker owners and managing brokers with roughly 5-25 agents. It is designed for teams that need clearer oversight without adopting a complex enterprise platform.
Can agents see another agent’s transactions?
No. Agents can access only transactions assigned to them. Brokers can access transactions across their brokerage. Access is also separated between brokerages.
Are transaction documents public?
No. Uploaded files remain in private storage and are served only after the application confirms the user is authorized to access that transaction.
What happens when we change a checklist template?
Updated buyer-side or seller-side requirements apply to future transactions. Existing property files keep the checklist they started with, preventing unexpected changes mid-transaction.
Does TransactionOS include electronic signatures or a CRM?
Not in the current MVP. TransactionOS is intentionally focused on transaction visibility, document organization, required-file tracking, team access, and archives. It does not claim to replace your signature, CRM, accounting, or commission tools.
Can the team use it on a phone?
Yes. TransactionOS is a responsive web application that works in modern desktop and mobile browsers. No separate mobile app is required.
Open the dashboard. Know what needs attention.
Give your brokerage one clear, private place to see active transactions and the files behind them.
Create your brokerage workspace