Your Entire Pipeline.
One Intelligent Platform.
TC Dashboard automates document processing, deadline tracking, and client communication — so you can manage more deals with less effort.
Built specifically for transaction coordinators. Customized to your state.
10+
Hours saved per week on document processing and data entry
26+
Document types automatically classified by AI
50
States supported with customizable compliance tracking
Every Feature, Built with Purpose
Not a template. Not a generic CRM. Every feature was designed specifically for real estate transaction coordination — customized to your state's requirements.
AI-Powered Document Processing
Upload a PDF and the AI takes over. Every document is automatically classified, analyzed, and summarized — pulling key data directly into your transaction without manual entry.
Automatic Classification
Recognizes 26+ document types — purchase contracts, disclosures, inspection reports, counter offers, amendments, title reports, escrow instructions, and more. Configured to match your state's required forms.
Smart Data Extraction
Reads contracts and pulls purchase price, earnest money, closing date, acceptance date, loan type, all contingency deadlines, termite/pest terms, home warranty details, and TC fees — automatically.
Deadline Calculation
When the AI finds "17 days after acceptance" in a contract, it calculates the actual calendar date from the acceptance date — no manual counting required.
Contact Auto-Extraction
Pulls agent names, emails, phone numbers, companies, and license numbers directly from uploaded documents and adds them to your contact directory.
AI Summaries & Red Flags
Every document gets a brief summary, key findings, and flagged issues — so you can spot unusual terms or potential problems at a glance without reading every page.
Batch Upload
Upload an entire document package at once. All files are processed in parallel — classified, extracted, summarized, and linked to the transaction simultaneously.
Complete Transaction Management
Manage your entire pipeline from a single dashboard. Purchase, listing, and dual agency transactions — each with full property details, contract terms, and state-specific fields.
9-Stage Pipeline
Track deals through New, Listing, Under Contract, Contingencies, Pending, Closing, Closed, Cancelled, and Archived — with color-coded status badges.
40+ Deal Fields
Property address, MLS number, housing type, purchase price, earnest money, loan type, escrow number, all deadline dates, termite/pest terms, septic details, home warranty, and TC fees.
Multi-Tab Detail View
Each transaction has a Summary, Overview, Documents, Tasks, Contacts, and Chat tab — everything for a deal in one place, with a printable summary for client meetings.
Intelligent Deadline Engine
Never miss a deadline again. The system calculates every contingency deadline, compliance date, and milestone from the contract terms. Color-coded warnings surface what needs attention today.
Automatic Calculation
Deadlines are computed from contract dates — acceptance date + contingency periods = exact calendar dates. No spreadsheets needed.
Color-Coded Urgency
Red for overdue, amber for due within 3 days, green for on track. A single glance tells you where every deal stands.
Global Deadline View
See all upcoming deadlines across your entire pipeline, sorted by urgency. Never let a deadline sneak up on you across multiple deals.
Task Management with Pre-Built Templates
Every transaction gets its own task checklist. Start from scratch or generate 18 pre-built tasks that follow the residential purchase process from open escrow to recorded deed — customized to your state's workflow.
Contact Management & Google Sync
A global contact directory that tracks 14 role types — buyer, seller, agents, lenders, escrow officers, inspectors, and more. Contacts are linked per-transaction with role assignments and synced with Google Contacts.
14 Professional Roles
Buyer, Seller, Buyer's Agent, Listing Agent, Broker, Lender, Loan Officer, Title Officer, Escrow Officer, TC, Home Inspector, Pest Inspector, Appraiser, HOA Contact.
Google Contacts Integration
Import your existing contacts from Google with one click. Export new contacts back. Bi-directional sync keeps everything in sync across platforms.
Gmail Integration & Email Templates
Four built-in email templates for the most common TC communications — Open Escrow, Inspection Reminder, Contingency Removal, and Closing Coordination. Each auto-fills recipients and deal details, then creates a draft in your Gmail for review before sending.
Document Management & Cloud Storage
Every transaction gets its own document library with cloud storage. Upload via drag-and-drop, and every file is organized, searchable, and accessible from anywhere.
Built-In PDF Viewer & Review Workflow
View documents directly in the app without switching to another tool. The review workflow lets you verify AI-extracted data before committing it to a transaction — full control over what gets saved.
How It Works
Three simple steps from document upload to closing day.
Upload Documents
Drop in contracts, disclosures, and inspection reports. The AI reads and classifies everything automatically.
Review & Confirm
Verify the AI-extracted data before committing it to your transaction. You're always in control.
Manage & Close
Track deadlines, manage tasks, communicate with your team, and close deals faster.
Ready to Streamline Your Workflow?
Join transaction coordinators who are saving 10+ hours per week with AI-powered tools.
Get Started