Transaction Management for Solo Agents Running Several Closings at Once
Four deals under contract shouldn't mean four sets of notes. When you're your own transaction coordinator, TransactTHAT keeps each file organized and shows your whole pipeline in one place.
Built around the way Realtors actually work a week
One list for today
The Today view pulls overdue, due-today and upcoming tasks from every active transaction, so you start the morning with one list instead of opening each file.
Pipeline at a glance
Active deals, closings this month, overdue tasks and the next two weeks of deadlines sit on the dashboard together.
Works on your phone
Check a deadline, complete a task or add a note between showings — the dashboard and every transaction workspace are built for mobile as well as desktop.
Clients stay informed
Schedule reminder emails before important dates and send a contract-to-close roadmap so buyers know what happens next. You approve every message.
What a solo agent gets without hiring a coordinator
- AI-assisted contract scanning that suggests dates and details for you to review and confirm before anything is saved.
- A buyer- or seller-side checklist created automatically from the dates on each transaction.
- Contract deadline tracking for earnest money, due diligence, inspection, financing, appraisal and closing.
- Documents, contacts, notes and tasks organized under the deal they belong to.
- Client reminder emails scheduled ahead of key dates, sent only after you review them.
- Progress toward closing for every pending transaction on one dashboard.
Before you choose any tool, our buyer's guide for solo agents lists the questions worth asking, and our contract-to-close checklist shows the steps every file needs.
Pricing built for individual agents
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.
Realtor transaction management without a full CRM
TransactTHAT does not try to be your lead database or your marketing tool. It handles the part that carries real risk: the transaction tracking between contract and closing. That focus is why it takes minutes to set up a deal rather than an afternoon.
Frequently asked questions
- 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.
- 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.
- 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.
Be your own transaction coordinator
Track every deadline, checklist and client update yourself — free for 30 days, no credit card required.
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