Real Estate · Transaction ManagementReal Estate Transaction Management Software
Custom transaction management for brokerages and PropTech teams — every deal from offer to close in one place, with compliance review, e-signatures and commissions built around how your office works.
TRUSTED BY TEAMS
Real estate transaction management software tracks a property deal from accepted offer to closing: the documents, signatures, deadlines, contingencies and compliance checks every transaction needs, and the commission paid when it closes.
Sodio builds custom real estate transaction management systems for brokerages, transaction coordinators and PropTech founders whose workflows packaged platforms do not fit — including systems that work alongside the tools a brokerage already uses rather than replacing them.
/// IS CUSTOM RIGHT FOR YOU?
When a Packaged Platform Is the Right Answer
Most agents and smaller brokerages are well served by the established transaction management platforms — dotloop, SkySlope, Lone Wolf and similar. They handle standard residential deals, e-signatures and checklists well, and they cost less than any custom build. If one fits how you work, use it, and we will tell you so during discovery. Custom brokerage management software earns its place in four situations.
/// WHAT THE SYSTEM COVERS
What a Transaction Management System Covers
Transaction timeline
Deadline and contingency tracking
Document management
E-signature
Checklists by deal type
Broker compliance review
Commission and disbursements
Transaction coordinator workspace
Agent portal
Client portal
Reporting
/// THE TRANSACTION LIFECYCLE
From Accepted Offer to Commission Paid
Contract signed, deal opens
Transaction created, key dates calculated from the contract, checklist assigned by deal type
Deposit and disclosures
Documents collected, deposit deadline tracked, missing items flagged
Inspection, appraisal, financing
Each contingency deadline tracked with alerts; removals recorded against the deal
Broker reviews the file
File submitted, returned with notes or approved; every decision logged
Final documents and signatures
Closing documents signed and filed; file locked once complete
Payment to agents and parties
Splits calculated, disbursement authorisation generated, commission recorded
/// INTEGRATIONS
Systems It Connects To
///AI IN TRANSACTION MANAGEMENT
Where AI Helps
AI earns its place in transaction management wherever someone is currently reading documents looking for something specific.
Contract date extraction
Key dates and parties read from the purchase agreement to set up the timeline, with each value linked to where it came from in the document and confirmed before it is saved.
Missing items and signatures
Documents checked for missing pages, initials and signatures before they reach compliance review, instead of being sent back afterwards.
Compliance pre-review
Files checked against the deal's checklist before a broker opens them, so review time goes on judgement rather than hunting for gaps.
Key dates and parties read from the purchase agreement to set up the timeline, with each value linked to where it came from in the document and confirmed before it is saved.
Learn MoreDocuments checked for missing pages, initials and signatures before they reach compliance review, instead of being sent back afterwards.
Learn MoreFiles checked against the deal's checklist before a broker opens them, so review time goes on judgement rather than hunting for gaps.
Learn More/// COMPARE
Three Ways to Get Transaction Management
/// COST AND TIMELINE
What Drives the Cost and Timeline
A focused transaction management build — timeline, documents, e-signature, checklists and compliance review — typically reaches a working MVP in 30 days and a core production build in 90.
The cost moves with six things: how complex your commission plans are, how many deal types and states the checklists must cover, how many systems it connects to, whether historical files are migrated, whether there is a client portal, and how many offices need separate permissions and reporting.
/// FAQ
Frequently Asked Questions
It is the system a brokerage uses to run each property deal from accepted offer to closing. It holds the documents and signatures, tracks deadlines and contingencies, routes files through broker compliance review, and calculates the commission paid when the deal closes. The point is one record per transaction that everyone on the deal works from, and that still stands up years later.
Use one of them if it fits. They handle standard residential deals well and cost less than any custom build. Custom makes sense when your commission structure, compliance process or tool set does not fit the platform and the gaps are handled in spreadsheets — or when transaction management is the product you sell. We will tell you which applies during discovery.
Yes, and it is often the better option. If the platform works but one capability is missing — commission logic, a compliance stage, reporting across offices, or a link to your accounting system — we can build that layer and connect it, rather than asking you to replace a system your agents already know.
As rules rather than spreadsheets. Each agent or team carries its own plan — split percentages, caps, team shares, referral and franchise fees — and the system applies it to each deal at closing, producing the disbursement authorisation and a statement the agent can check. When a plan changes mid-year, deals already closed keep the terms they closed under.
It is built to your broker review process and to the record-retention rules of the states you operate in, which vary. Every document version, signature and review decision is kept in an audit trail that cannot be edited after the fact. We build the controls; your compliance or legal adviser confirms what your jurisdiction requires.
A focused system — timeline, documents, e-signature, checklists and compliance review — typically reaches a working MVP in 30 days and a core production build in 90. Commission logic, extra integrations and migrating historical files each add time, and we scope them before starting.
/// GET STARTED
Start With One Transaction
Walk us through a single deal from accepted offer to commission paid — where it slows down, where it gets rekeyed, and where compliance catches problems too late. We will prepare a free solution architecture covering the modules, integrations and delivery phases.