New contract? TransactTHAT.
Real Estate Transaction Management Without the Chaos
Track contracts, deadlines, documents, contacts, tasks, and closings in one organized dashboard built for real estate professionals.
Your digital transaction coordinator, from contract to close — and it helps you remind your clients about important dates, too.
30 Days FREE — No Credit Card Required. A paid plan is required after the trial.
Inside the app
See TransactTHAT in Action
See active transactions, deadlines, tasks, progress, and monthly transaction credits in one focused dashboard.
Tuesday, September 22
Good morning, Jordan
2 of 5 transaction credits used this billing cycle
4
2
1
18
Active transactions
184 Willow Creek Lane
Buyer · Jordan & Casey Miller
Needs attention
- Today
Confirm earnest money receipt
184 Willow Creek Lane
- Tomorrow
Review inspection response
72 Hawthorne Avenue
- Sep 24
Send closing reminder
910 Peachtree Court
30 days FREE — no credit card required. Choose a paid plan to continue afterward.
What transaction management software should do for an agent
Keep every transaction organized
Each property under contract gets its own workspace with the details, dates, tasks, documents and people for that deal.
Track important contract deadlines
Earnest money, due diligence, financing, appraisal and closing dates stay together per transaction — using only the dates you enter.
Manage transaction documents
Upload and store the documents for a deal against the transaction they belong to, private to your account.
Keep contacts and details together
Client, lender, closing attorney or title company and cooperating agent stay attached to the transaction instead of your inbox.
Track closing progress
Watch each deal move from under contract to closed as checklist tasks get completed along the way.
Reduce missed deadlines
See what is overdue, due today and coming up next across all of your active transactions in one place.
Manage multiple transactions from one dashboard
Active deals, closings this month, tasks due today and upcoming deadlines — visible together, not deal by deal.
Keep clients informed
Schedule professional client email reminders for important dates, reviewed and approved by you before anything sends.
Client reminders
It doesn't just remind you. It helps you remind your clients.
Schedule professional email reminders for the milestones that matter — earnest money, due diligence, financing, appraisal, final walkthrough and closing. You review and approve every message before it sends, and replies go straight to you.
Earnest money due
Reminder email — 3 days before
Appraisal scheduled
Reminder email — morning of
Final walkthrough
Reminder email — 1 day before
Everything a transaction needs, organized
A closing checklist built from your contract
TransactTHAT builds a transaction checklist from the information and dates you enter — nothing invented, nothing guessed.
Every contract date in one place
Earnest money, due diligence, financing, appraisal and closing dates stay organized for each transaction.
Deadline tracking that tells you what's next
See what's overdue, what's due today and what's coming up — across all of your active transactions.
Progress to closing day
Watch each transaction move from contract to close as tasks get checked off along the way.
Document management, contacts and notes
Keep everyone involved, your notes and your files organized per transaction — private to your account.
Client reminders, handled
Schedule professional email reminders so your clients know about important dates too — reviewed and approved by you before anything sends.
From contract to close, in four steps
- 1
Add your contract
Enter the property, your client and the important contract dates.
- 2
TransactTHAT organizes it
Get an organized checklist, upcoming deadlines and a clear view of what needs your attention.
- 3
Keep everyone on track
Stay ahead of your own deadlines and schedule reminders so your clients know about important dates too.
- 4
Get to closing
Keep tasks, contacts, documents, notes and transaction progress organized through closing day.
Built for individual real estate agents.
Simple monthly pricing
Start with a 30-day FREE trial — no credit card required — then choose a paid plan. Transaction credits count the new transactions you open each billing month; older records remain accessible.
Essentials
For agents closing a few deals a month.
$19/month
3 transaction credits per month
- 3 credits for new transactions each billing month
- Contract-to-close checklist from the dates you enter
- Deadline, task and closing tracking
- Documents, contacts and notes per transaction
- Client email reminders
Pro
For steady, year-round production.
$29/month
5 transaction credits per month
- 5 credits for new transactions each billing month
- Everything in Essentials
- Today view across every active transaction
- Automatic client deadline reminders
- Post-closing follow-up reminders
Elite
For high-volume individual agents.
$39/month
Unlimited transaction credits
- Unlimited credits for new transactions
- Everything in Pro
- No monthly transaction-credit cap
- Email branding and template customization
- Contract-to-close roadmap emails
Try every plan FREE for 30 days — no credit card required. A paid plan is required afterward. Transaction credits count only new transactions created during each billing cycle; older records remain available.
Frequently asked questions
- What is transaction coordinator software?
- Transaction coordinator software is a tool that organizes everything that happens between a signed contract and closing day. Instead of tracking dates in a notebook, a spreadsheet and your inbox, a transaction coordinator app keeps each deal's checklist, contract deadlines, documents, contacts and notes in one place, and shows you what needs attention next. TransactTHAT does this for agents who coordinate their own transactions.
- What does real estate transaction management software do?
- Real estate transaction management software stores the details of each deal you have under contract and turns the dates you enter into a working checklist. In TransactTHAT that means a transaction record per property, the contract dates you entered (earnest money, due diligence, financing, appraisal and closing), tasks with due dates, uploaded documents, the people involved, notes, and a progress view from contract to close.
- Can a real estate agent manage their own transactions?
- Yes. Many agents coordinate their own files, especially before hiring a transaction coordinator. The difficulty is not the work itself but keeping every date and document straight across several deals at once. TransactTHAT was built for exactly that situation: one organized dashboard so an individual agent can run transaction management without a separate coordinator.
- What does transaction management software track?
- TransactTHAT tracks the property and transaction details, whether you represent the buyer or seller, the client's contact information, the contract dates you enter, tasks and their due dates, uploaded transaction documents, everyone involved in the deal (lender, closing attorney or title company, cooperating agent), your notes, transaction status, and closing progress. It only uses dates you actually enter — no deadlines are invented for you.
- How much does transaction coordinator software cost?
- TransactTHAT includes a 30-day FREE trial with no credit card required, followed by a paid plan: $19 per month for Essentials (3 transaction credits per billing cycle), $29 per month for Pro (5 credits), or $39 per month for Elite (unlimited credits). Credits count only new transactions created during the current cycle. Existing records remain accessible, and you can change plans at any time.
- Can I track multiple real estate closings at once?
- Yes. Every transaction gets its own workspace, and the dashboard shows all of your active deals together with closings this month, tasks due today, overdue tasks and upcoming deadlines. The Today view pulls tasks from every active transaction into one list so you can work across several closings without opening each file.
- Can real estate transaction software track contract deadlines?
- That is the core of it. Enter the contract dates for a deal and TransactTHAT keeps them together per transaction, builds a starter checklist from them, and surfaces what is overdue, due today and coming up in the next two weeks. It can also schedule client email reminders before important dates so your buyer or seller is not caught off guard.
- Who should use transaction management software?
- Individual real estate agents, Realtors who coordinate their own files, and in-house transaction coordinators managing several closings at once. If you are juggling contract deadlines, documents and client updates for more than one deal, transaction tracking software replaces the scattered notes and reduces the chance of a missed deadline.