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 or approve, 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. Dates come from what you enter or approve — the AI Contract Reader suggests details from your documents, but nothing is applied without your review.

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.

Real Estate Transaction Management Software, Feature by Feature

A closer look at how TransactTHAT's real estate transaction management software handles contracts, deadlines, checklists, documents, contacts and client reminders for every deal you have under contract.

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What a transaction management system for real estate agents should cover

AI-assisted contract scanning

Upload a purchase contract and the AI Contract Reader suggests the property, price, parties and key dates, each with a citation from the document. Nothing is applied to your transaction until you review, correct and confirm it — AI can make mistakes, so always check against the signed contract.

Contract and transaction records

Every property under contract becomes a transaction record: address, buyer or seller side, transaction type, client details, purchase price, earnest money, lender, closing attorney or title company, cooperating agent, commission notes and current status. Real estate contract management stops being a folder of PDFs and becomes a record you can actually work from.

Deadline tracking

The contract dates you enter or approve from the AI Contract Reader — earnest money due, due diligence, financing, appraisal and closing — live on the transaction and feed the dashboard. Real estate deadline tracking software is only useful if it reflects the real contract, so TransactTHAT never applies a date to your transaction without your approval.

Closing checklist and tasks

When you create a transaction, TransactTHAT can generate a side-specific starter checklist from the information you provided. Tasks are editable and deletable, carry their own due dates, and roll into a single Today view across all of your active deals.

Documents, contacts and notes

Upload transaction documents to the deal they belong to, keep the people involved in one contact list, and log timestamped notes. Everything is private to your account and reachable from the transaction workspace.

Progress to closing

Each transaction shows how far it has moved from under contract toward closed, based on the checklist you are actually completing — plus closings this month, overdue tasks and upcoming deadlines on the dashboard.

Client communication

Schedule client reminder emails ahead of important dates, send an optional contract-to-close roadmap email, and set post-closing follow-ups. You review and approve the content, and reminders go to your client with your email as the reply-to address.

Affordable plans for any number of pending deals

Essentials is $19/month, Pro is $29/month and Elite is $39/month. Every plan starts with a 30-day free trial, no credit card required (the trial includes one transaction). Compare what each plan includes.

Need a starting point for your files? Use our free buyer and seller transaction checklist. Comparing tools as an independent agent? Read our guide to the best real estate transaction management software for solo agents for the features and pricing questions worth asking before you choose.

Transaction coordinator software Realtor transaction management Plans and pricing Contract to close software Real estate deadline tracking Client reminder software Transaction checklist

Frequently asked questions

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 or approve, 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. Dates come from what you enter or approve — the AI Contract Reader suggests details from your documents, but nothing is applied without your review.
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.

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