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Real estate transactions involve many documents, deadlines, and details. Wise Agent’s transaction management tools keep you organized, compliant, and on track so every deadline, document, and task stays on track.
Manage buyer and seller transactions from start to finish with ready-to-use checklists.
Personalize checklists for buyers, sellers, or rentals to match your workflow and save time on manual setup
Monitor deadlines and task completion so no critical step is overlooked.
Assign tasks to team members and ensure accountability on every deal.
Send emails or texts automatically when checklist tasks are completed to keep clients informed.
Provide clients with secure portals to view real-time progress on their transactions. Reduce phone calls, increase transparency, and improve the client experience.
Clients can log in securely to check progress and completed tasks.
Add your branding for a professional, personalized client experience.
Store, access, and manage all your property info, connected to transactions and reports.
Quickly import listings and link them to your transactions without manual entry.
Access checklists, commissions, and marketing info directly from each property.
See your commissions with clear graphs and charts for a quick understanding of your performance.
Get an in-depth breakdown of past, pending, and upcoming transactions to plan ahead effectively.
Link your commission data directly to contacts, checklists, and transactions for full context and alignment with your sales targets.
Simplify every stage of your real estate transactions with customizable templates, linked property checklists, and real-time progress tracking. Stay organized, reduce errors, and close deals faster—all from one platform.
Access contact summaries, lead rules, and referral trees for every transaction.
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Share responsibilities on deals using lead assignment and task due dates.
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Track deadlines and milestones with task lists and calendar to make sure nothing slips through the cracks.
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Promote listings with flyers, postcards, newsletters, and AI-generated content.
View FeatureYes, Wise Agent includes transaction checklists, task reminders, and document storage to keep every deal on track.
Yes, you can use prebuilt real estate checklists or create your own custom workflows for each transaction.
Yes, Wise Agent integrates with MLS systems, allowing you to pull in property details directly into your CRM. This means you can link contacts to specific listings, manage active deals, and streamline your transaction workflow without manually entering property information.
With our Checklist feature, you can easily stay organized with all your buyer and seller transactions or any other process you repeat regularly in your business.
Read ArticleFrom checklists to commission tracking, Wise Agent’s real estate transaction management tools keep your deals on track and stress-free.
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