Real Estate Client Reminder Software That Keeps Buyers and Sellers Informed
Your clients are not tracking the contract the way you are. TransactTHAT schedules professional reminder emails before the dates that matter — written in your voice, reviewed by you, and sent only to your client.
Automated client reminders for Realtors, with you in control
Reminders are created from the dates on a transaction, and nothing sends without content you have reviewed. Each email goes to your client only, uses your name as the sender, and sets your own email address as the reply-to so conversations stay with you.
Reminders and updates you can send
Deadline reminders
Before earnest money, due diligence, appraisal, final walkthrough and closing — timing you choose, such as 3 days before or the morning of.
Closing reminders with funds guidance
The 3-day and 1-day closing reminders include a closing-funds note asking clients to contact their lender for the amount due and the closing attorney for wiring instructions — and to verify wiring instructions directly with the closing attorney using a trusted phone number. TransactTHAT does not provide wiring instructions, calculate amounts due or handle funds.
Under contract roadmap
An optional congratulations email summarizing the entered dates and next steps, which you preview and edit before sending.
Milestone updates and buyer follow-ups
Milestone emails as the deal progresses, plus buyer utility and post-closing homestead reminders you can turn on.
Safeguards built into client reminder emails
- You review reminder content before it is scheduled
- Scheduled, sent, canceled and failed status visible on each transaction
- Reminders flagged for review when a related date changes
- Duplicate protection so the same reminder is not sent twice
- No marketing content, tracking pixels or unsubscribe newsletters — these are transactional emails
Frequently asked questions
- Can transaction management software send client reminders?
- TransactTHAT can. You can schedule reminder emails to your client before important dates such as earnest money, due diligence, appraisal, final walkthrough and closing. You review the content, the email goes only to your client, and replies come back to your own email address.
- What does transaction coordinator software do?
- Transaction coordinator software handles the organizing side of contract-to-close work: a checklist for each deal, deadline tracking across files, a place for documents and contacts, and reminders so dates are not missed. TransactTHAT adds client email reminders that you review and approve before they send.
- How do real estate agents track contract deadlines?
- Most agents start with a calendar or spreadsheet. With TransactTHAT you enter the dates from the executed contract — earnest money, due diligence, inspection, financing, appraisal and closing — and they stay on the transaction, feed your checklist and appear on the dashboard as overdue, due today or upcoming. TransactTHAT does not calculate or invent deadlines; it uses the dates you enter.