Real Estate Task Management for Agents With Deals Under Contract
General to-do apps don't know what a due diligence deadline is. TransactTHAT keeps every transaction's tasks tied to the deal and its dates, and shows you what needs doing today across all of them.
Who it's for
Agents and Realtors who coordinate their own transactions, and transaction coordinators who manage several closings at once. If you've ever kept a deal's to-dos in a notebook, a phone reminder and your inbox at the same time, this is for you.
The problem with generic to-do lists
A to-do list doesn't know which deal a task belongs to, when the related contract deadline is, or who to call about it. With three or four deals under contract, tasks get buried and the one that matters today is easy to miss.
How TransactTHAT handles transaction tasks
Tasks tied to each deal
Every task belongs to a transaction, with its own due date, so you always know which deal it's for.
Starter checklist from your dates
When you create a transaction, TransactTHAT can add buyer- or seller-side starter tasks based on the contract dates you entered.
One Today view
Tasks due today and overdue tasks from every active transaction, together in a single list.
Fully editable
Add your own tasks, reschedule, mark complete or delete. Tasks you date manually keep the date you set.
Tasks agents commonly track
For a full walk-through, see the contract-to-closing checklist in our Resources section.
- Confirm earnest money receipt
- Schedule the home inspection before the due diligence deadline
- Check loan status with the lender
- Schedule the final walkthrough
- Confirm closing time and location
- Send post-closing follow-up
Related TransactTHAT guides
Frequently asked questions
- 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 Realtors manage transactions without hiring a transaction coordinator?
- Many Realtors do. What makes it manageable is a system: every contract date written down in one place, a checklist per deal, and a daily list of what is due. TransactTHAT gives an individual agent that system so they can coordinate their own files. You remain responsible for the contract itself and for confirming dates with the parties involved.
- 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.