Click Contracts is excited to introduce Transaction Management, a new feature built to help real estate professionals manage deals more efficiently—without adding complexity to their workflow.
With Transaction Management, everything you need to oversee your transactions lives in one centralized place, giving you clearer visibility and better control over your business.
Inside the new Transactions section, you can instantly see the status of each transaction, your total volume, and expected commissions. This at-a-glance dashboard helps you understand where every deal stands and eliminates the need for manual tracking or spreadsheets.
Each transaction keeps important information neatly organized, including key terms, important dates, parties involved, and all related documents. You can easily update transaction stages and revisit critical details at any time, helping you stay on top of every deal.
Transaction Management allows you to create custom checklists for buyer and listing transactions. These checklists help standardize your process, reduce missed steps, and adapt to your brokerage’s specific requirements—while remaining flexible for optional documents.
Documents are seamlessly connected to your Click Contracts envelopes, making it easy to upload completed files directly into each transaction. You can quickly mark checklist items as complete, review documents, or upload files from your device when needed—all in one place.
Transaction Management was designed to simplify your workflow, reduce manual work, and give you better insight into your business. With everything organized and easy to access, you can focus more on your clients and less on paperwork.
👉 Log in to your Click Contracts app to explore Transaction Management and take your business to the next level.