Contracts
A missed contingency deadline isn't a to-do item. It's a blown deal.
Every contract, from listing to closing, in one place.
Five deal types. Nine contingency categories. Every date, document, team member, and dollar amount — on one page per contract. Nothing buried in email, nothing tracked in your head.
Your lead-focused tools stop being useful the moment a contract is signed. Suddenly you're in spreadsheets for commissions, calendars for deadlines, email threads for documents, and group texts for team updates.
Nobody has a single view of where a contract stands. Contingency deadlines get tracked in someone's head — and a missed one can kill a deal before anyone realizes it.
How it works
See every deal's status at a glance.
- Five transaction types—listing, selling, buying, renting, or tenant—each designed with the specific stages that matter to your business.
- See instantly whether a deal is active, under contract, or closed. Your entire team stays on the same page.
- A contract isn't marked "done" just because the status changed. We ensure every prerequisite is met to prevent critical steps from slipping through the cracks.
Zero excuses for missed deadlines.
- Track every type of contingency automatically, from financing to inspections, plus custom categories for your local market.
- Every contingency triggers a follow-up date, ensuring you check on progress well before the actual deadline expires.
- When a contingency deadline shifts, linked task due dates adjust automatically. You update it once, and the system handles the rest.
Keep compliance organized and stress-free.
- Upload and organize everything—purchase agreements, disclosures, and inspection reports—directly on the contract.
- See at a glance which documents are safely filed and which ones you still need to chase down.
- Attach documents to specific tasks and contingencies, so they're always exactly where your team needs them.
Keep everyone aligned on their role.
- Assign agents, coordinators, and support staff so everyone knows exactly what they're responsible for on the deal.
- Reassigning an agent automatically transfers all their role-based tasks, eliminating manual cleanup and confusion.
- A full activity log tracks every change, so you always know who did what and when.
Contract tracking details
- Track 8 built-in key dates (listing, closing, due diligence, etc.) or create custom dates specific to your process
- Track everything from MLS numbers to property types, beds, baths, and square footage
- Contract amount revision history with a full audit trail so you know exactly when and why the price changed
- Commission math is built right into the contract page—no separate tool required
- Notes, @mentions, and call logging keep all communication attached to the deal
- Quickly re-initiate a terminated contract without re-entering assignments, commissions, or MLS data
- Soft-delete preserves records for audits, compliance, and future reference
Related features
Tasks & Workflows
Build task checklists that sync to your contract dates and contingency deadlines.
Commissions
Firm and agent splits calculated per contract. See the math on the same page.
People & Relationships
Clients and vendors tied to each contract. Lead-to-client conversion preserves the full history.
Reporting
Contract data feeds directly into business overview, pay logs, and referral ROI reports.
Dashboard
Your contract pipeline, contingency deadlines, and upcoming closings — visible every morning.
See it for yourself.
Start a 14-day free trial or book a walkthrough with our team.