{"id":408,"date":"2025-05-08T15:52:17","date_gmt":"2025-05-08T15:52:17","guid":{"rendered":"http:\/\/www.brightworksmanagement.com\/?p=408"},"modified":"2025-05-15T13:36:23","modified_gmt":"2025-05-15T13:36:23","slug":"the-5-best-real-estate-transaction-management-software-for-2025","status":"publish","type":"post","link":"http:\/\/www.brightworksmanagement.com\/index.php\/2025\/05\/08\/the-5-best-real-estate-transaction-management-software-for-2025\/","title":{"rendered":"The 5 Best Real Estate Transaction Management Software for 2025"},"content":{"rendered":"<p>As real estate agents, you\u2019ll face heaps of paperwork, never-ending email chains, and critical deadlines almost every day. That\u2019s why having a system in place to organize everything is essential. The best real estate transaction management software features secure file storage, seamless e-signatures, automated checklists, and compliance tracking.&nbsp;<\/p>\n<p>Below, you\u2019ll find my top transaction management software for real estate brokers to help you streamline your deals.<\/p>\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/dotloop-theclose-main\" target=\"_blank\" rel=\"noopener sponsored nofollow\">Dotloop<\/a>:<\/strong> Best for easy collaboration and e-signatures<\/li>\n<li><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/realtybackoffice-main\" target=\"_blank\" rel=\"noopener sponsored nofollow\">RealtyBackOffice<\/a>:<\/strong> Best for streamlining complex deals<\/li>\n<li><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/folio-theclose-main\" target=\"_blank\" rel=\"noopener sponsored nofollow\">Folio by Amitree<\/a>:<\/strong> Best for email-centric transaction organization<\/li>\n<li><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/trackxi-theclose-main\" target=\"_blank\" rel=\"noopener sponsored nofollow\">Trackxi<\/a>:<\/strong> Best for deadline tracking<\/li>\n<li><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/skyslope-theclose-main\" target=\"_blank\" rel=\"noopener sponsored nofollow\">SkySlope<\/a>:<\/strong> Best for intuitive team workflows<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"picks\">The Close\u2019s top picks for best real estate transaction management software<\/h2>\n<table id=\"tablepress-2677\" class=\"tablepress tablepress-id-2677 tbody-has-connected-cells\">\n<thead>\n<tr class=\"row-1\">\n<th class=\"column-1\">Software<\/th>\n<th class=\"column-2\">Key features<\/th>\n<th class=\"column-3\">Monthly Starting Price<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n<td class=\"column-1\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Dotloop logo.\" width=\"150\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/dotloop-logo-removebg-preview.png\"><\/td>\n<td class=\"column-2\">\n<ul><\/p>\n<li>Robust e-signatures and digital forms<\/li>\n<p><\/p>\n<li>Top-rated mobile app<\/li>\n<p><\/p>\n<li>75+ integrations via open API to connect CRMs, back offices, and more<\/li>\n<p>\n<\/ul>\n<\/td>\n<td class=\"column-3\">$31.99<\/td>\n<\/tr>\n<tr class=\"row-3\">\n<td colspan=\"3\" class=\"column-1\"><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/dotloop-theclose-main\" target=\"_blank\" rel=\"nofollow sponsored noopener\">Get started with Dotloop<\/a><\/strong><\/td>\n<\/tr>\n<tr class=\"row-4\">\n<td class=\"column-1\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"RealtyBackOffice logo.\" width=\"150\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/unnamed-15-1.png\"><\/td>\n<td class=\"column-2\">\n<ul><\/p>\n<li>Customizable workflow templates for any transaction type<\/li>\n<p><\/p>\n<li>Easy broker review with audit logs and activity tracking<\/li>\n<p><\/p>\n<li>Built-in CRM, e-Sign, and forms library for end-to-end back-office management<\/li>\n<p>\n<\/ul>\n<\/td>\n<td class=\"column-3\">$15<\/td>\n<\/tr>\n<tr class=\"row-5\">\n<td colspan=\"3\" class=\"column-1\"><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/realtybackoffice-main\" target=\"_blank\" rel=\"nofollow sponsored noopener\">Get started with RealtyBackOffice<\/a><\/strong><\/td>\n<\/tr>\n<tr class=\"row-6\">\n<td class=\"column-1\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Folio logo.\" width=\"150\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/folio.png\"><\/td>\n<td class=\"column-2\">\n<ul><\/p>\n<li>Automatic Smart Folders organize emails, attachments, contacts &amp; key dates directly in your inbox<\/li>\n<p><\/p>\n<li>Integrations with DocuSign &amp; Google Drive<\/li>\n<p><\/p>\n<li>Shareable timeline websites with automated reminders and professional branding<\/li>\n<p>\n<\/ul>\n<\/td>\n<td class=\"column-3\">Free; subscription starts at $29<\/td>\n<\/tr>\n<tr class=\"row-7\">\n<td colspan=\"3\" class=\"column-1\"><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/folio-theclose-main\" target=\"_blank\" rel=\"nofollow sponsored noopener\">Get started with Folio by Amitree<\/a><\/strong><\/td>\n<\/tr>\n<tr class=\"row-8\">\n<td class=\"column-1\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Trackxi logo.\" width=\"150\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/trackxi-logos-idpAk80M86.png\"><\/td>\n<td class=\"column-2\">\n<ul><\/p>\n<li>Interactive dashboards for task management and deadline tracking<\/li>\n<p><\/p>\n<li>Customizable workflows and email templates for consistent client communication<\/li>\n<p><\/p>\n<li>AI-powered transaction automation extracts deal details from PDFs<\/li>\n<p>\n<\/ul>\n<\/td>\n<td class=\"column-3\">$39<\/td>\n<\/tr>\n<tr class=\"row-9\">\n<td colspan=\"3\" class=\"column-1\"><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/trackxi-theclose-main\" target=\"_blank\" rel=\"nofollow sponsored noopener\">Get started with Trackxi<\/a><\/strong><\/td>\n<\/tr>\n<tr class=\"row-10\">\n<td class=\"column-1\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"SkySlope logo.\" width=\"150\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/skyslope.png\"><\/td>\n<td class=\"column-2\">\n<ul><\/p>\n<li>Customizable checklists streamline compliance and agent workflows<\/li>\n<p><\/p>\n<li>MLS-synced Forms auto-populate fields to reduce data entry<\/li>\n<p><\/p>\n<li>Integrated DigiSign e-signature and mobile app for on-the-go management<\/li>\n<p>\n<\/ul>\n<\/td>\n<td class=\"column-3\">$340<\/td>\n<\/tr>\n<tr class=\"row-11\">\n<td colspan=\"3\" class=\"column-1\"><strong><a href=\"https:\/\/link.technologyadvice.com\/r\/skyslope-theclose-main\" target=\"_blank\" rel=\"nofollow sponsored noopener\">Get started with SkySlope<\/a><\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- #tablepress-2677 from cache --><\/p>\n<h2 class=\"wp-block-heading\" id=\"dotloop\">Dotloop: Best for easy collaboration &amp; e-signatures<\/h2>\n<div id=\"tc-scorecard-113247\" class=\"scorecard border drop-shadow border-radius-8\">\n<div class=\"border-bottom border-width-2 p-16 h-88 \">\n<div class=\"w-sm-50p d-flex align-items-center justify-center h-100 pe-sm-24 padding-fix\">\n      <img style=\"max-height: 3rem;max-width: 80%\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Dotloop\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/dotloop-logo-removebg-preview-300x178-1.png\">\n    <\/div>\n<\/p><\/div>\n<div class=\"ratings-container d-flex flex-col flex-sm-row p-16\">\n<div class=\"w-100 w-sm-50p p-lg-16 order-2 order-sm-1\">\n<div class=\"font-weight-bold mb-16 roboto-20\">Pros<\/div>\n<ul class=\"pros mx-0\">\n<li>It has an easy-to-use interface.<\/li>\n<li>It offers multifunctional e-signature features.<\/li>\n<li>It has team collaboration tools.<\/li>\n<li>It can integrate with various CRMs.<\/li>\n<\/ul>\n<div class=\"font-weight-bold mb-16 roboto-20\">Cons<\/div>\n<ul class=\"cons mx-0 mb-0\">\n<li>It can get pricey, especially for larger teams.<\/li>\n<li>Customization options are limited.<\/li>\n<li>Document uploading can be glitchy.<\/li>\n<li>Customer support can be slow.<\/li>\n<\/ul><\/div>\n<div class=\"area-right w-100 w-sm-50p bg-gray-light-4 border-radius-8 order-1 order-sm-2 mb-24 mb-sm-0 d-flex flex-col\">\n<div class=\"font-weight-bold h-72 d-flex ps-16 align-items-center border-bottom border-width-2 roboto-20 justify-space-between\">\n<div class=\"padding-fix\">The Close Score<\/div>\n<div class=\"roboto-28 rating w-72 h-100 d-flex align-items-center justify-content-center padding-fix\">4.8<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">PRICING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.5<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">GENERAL FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">ADVANCED FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.8<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EASE OF USE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER SERVICE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.8<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER RATING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.8<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EXPERT SCORE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.8<\/div>\n<\/div>\n<\/div>\n<div class=\"flex flex-grow\">\n<div class=\"flex-grow\"><\/div>\n<div class=\"roboto-14 rating py-3 w-72 d-flex justify-content-center align-items-end line-height-100\">\n<div class=\"pe-8 opacity-50\">out<br \/>of<\/div>\n<div class=\"roboto-28 opacity-50\" style=\"padding-bottom: .4rem\">5<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 class=\"wp-block-heading\">Why I chose Dotloop<\/h3>\n<p>Dotloop is a leader in real estate transaction management. It offers extensive MLS and CRM integrations, customizable templates, and built-in e-signature functionality.&nbsp;<\/p>\n<p>Many brokerages use Dotloop, which simplifies contract creation and document management in one place, thanks to its volume discounts and collaboration tools. Its real-time loop sharing, @mentions, and role-based permissions keep agents, admins, and clients aligned on every step \u2014 no more digging through email chains or chasing down updates.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"1200\" height=\"780\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Loops page with six transactions showing and a search bar above.\" class=\"wp-image-103146 lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/unnamed-17-1-1200x780-1.png\"><figcaption class=\"wp-element-caption\">Easily find your loops in one convenient location. (Source: <a href=\"https:\/\/www.dotloop.com\/agents\/\" target=\"_blank\" rel=\"noopener\">Dotloop<\/a>)<\/figcaption><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\">Additional features<\/h3>\n<ul class=\"wp-block-list\">\n<li><strong>Extensive MLS information: <\/strong>Dotloop partners with MLS and Realtor associations nationwide, allowing you to access information, create forms, and obtain signatures in one place.<\/li>\n<li><strong>Automated compliance workflows:<\/strong> Keep all required documents in one place, making regulatory compliance a breeze.<\/li>\n<\/ul>\n<div class=\"text-center\">\n    <a class=\"button  \">Get started with Dotloop<\/a>\n  <\/div>\n<h2 class=\"wp-block-heading\" id=\"rbo\">RealtyBackOffice: Best for streamlining complex deals<\/h2>\n<div id=\"tc-scorecard-113251\" class=\"scorecard border drop-shadow border-radius-8\">\n<div class=\"border-bottom border-width-2 p-16 h-88 \">\n<div class=\"w-sm-50p d-flex align-items-center justify-center h-100 pe-sm-24 padding-fix\">\n      <img style=\"max-height: 3rem;max-width: 80%\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"RealtyBackOffice\" class=\"lazyload\" data-src=\"https:\/\/assets.theclose.com\/uploads\/2024\/09\/unnamed-15-1-300x39.png\">\n    <\/div>\n<\/p><\/div>\n<div class=\"ratings-container d-flex flex-col flex-sm-row p-16\">\n<div class=\"w-100 w-sm-50p p-lg-16 order-2 order-sm-1\">\n<div class=\"font-weight-bold mb-16 roboto-20\">Pros<\/div>\n<ul class=\"pros mx-0\">\n<li>It has a platform for compliance, documents, and more.<\/li>\n<li>It offers affordable pricing.<\/li>\n<li>It offers easy task and deal tracking.<\/li>\n<li>It offers detailed reporting features.<\/li>\n<\/ul>\n<div class=\"font-weight-bold mb-16 roboto-20\">Cons<\/div>\n<ul class=\"cons mx-0 mb-0\">\n<li>The interface can feel outdated and hard to use.<\/li>\n<li>It has limited integrations.<\/li>\n<li>The mobile app lacks functionality compared with the desktop version.<\/li>\n<\/ul><\/div>\n<div class=\"area-right w-100 w-sm-50p bg-gray-light-4 border-radius-8 order-1 order-sm-2 mb-24 mb-sm-0 d-flex flex-col\">\n<div class=\"font-weight-bold h-72 d-flex ps-16 align-items-center border-bottom border-width-2 roboto-20 justify-space-between\">\n<div class=\"padding-fix\">The Close Score<\/div>\n<div class=\"roboto-28 rating w-72 h-100 d-flex align-items-center justify-content-center padding-fix\">4.6<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">PRICING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.8<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">GENERAL FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">ADVANCED FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.9<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EASE OF USE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER SERVICE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.3<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER RATING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EXPERT SCORE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"flex flex-grow\">\n<div class=\"flex-grow\"><\/div>\n<div class=\"roboto-14 rating py-3 w-72 d-flex justify-content-center align-items-end line-height-100\">\n<div class=\"pe-8 opacity-50\">out<br \/>of<\/div>\n<div class=\"roboto-28 opacity-50\" style=\"padding-bottom: .4rem\">5<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 class=\"wp-block-heading\">Why I chose RealtyBackOffice<\/h3>\n<p>RealtyBackOffice excels at simplifying complex deals by offering customizable workflow templates, automated commission calculations and letters, and instant notifications whenever agents complete key tasks. In addition, the platform\u2019s task management features help keep transactions organized and on track, while its affordability makes it a wise choice for teams seeking a cost-effective and efficient system.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" width=\"619\" height=\"356\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"dashboard displayed on a computer in the center, a tablet to the front left, and a cell phone to the right of the tablet.\" class=\"wp-image-103148 lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/unnamed-18-1.png\"><figcaption class=\"wp-element-caption\">Keep your transaction on track from anywhere. (Source: <a href=\"https:\/\/www.realtybackoffice.com\/\" target=\"_blank\" rel=\"noopener\">RealtyBackOffice<\/a>)<\/figcaption><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\">Additional features<\/h3>\n<ul class=\"wp-block-list\">\n<li><strong>Compliance tracking: <\/strong>This feature ensures all transactions meet regulatory standards, helping brokers avoid compliance issues.<\/li>\n<li><strong>Task management: <\/strong>This feature allows efficient assignment and tracking of tasks, keeping transactions organized and on track.<\/li>\n<\/ul>\n<div class=\"text-center\">\n    <a class=\"button  \">Get started with RealtyBackOffice<\/a>\n  <\/div>\n<h2 class=\"wp-block-heading\" id=\"folio\">Folio by Amitree: Best for email-centric transaction organization<\/h2>\n<div id=\"tc-scorecard-113254\" class=\"scorecard border drop-shadow border-radius-8\">\n<div class=\"border-bottom border-width-2 p-16 h-88 \">\n<div class=\"w-sm-50p d-flex align-items-center justify-center h-100 pe-sm-24 padding-fix\">\n      <img style=\"max-height: 3rem;max-width: 80%\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Folio by Amitree\" class=\"lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/folio-300x154-1.png\">\n    <\/div>\n<\/p><\/div>\n<div class=\"ratings-container d-flex flex-col flex-sm-row p-16\">\n<div class=\"w-100 w-sm-50p p-lg-16 order-2 order-sm-1\">\n<div class=\"font-weight-bold mb-16 roboto-20\">Pros<\/div>\n<ul class=\"pros mx-0\">\n<li><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2705\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/15.0.3\/72x72\/2705.png\">Automatic Smart Folders organize your emails, attachments, and contracts<\/li>\n<li><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2705\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/15.0.3\/72x72\/2705.png\">Shareable timeline websites<\/li>\n<li><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2705\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/15.0.3\/72x72\/2705.png\">Seamless calendar sync<\/li>\n<\/ul>\n<div class=\"font-weight-bold mb-16 roboto-20\">Cons<\/div>\n<ul class=\"cons mx-0 mb-0\">\n<li>Limited integrations<\/li>\n<li>Occasional transaction glitches<\/li>\n<li>No dedicated phone support<\/li>\n<\/ul><\/div>\n<div class=\"area-right w-100 w-sm-50p bg-gray-light-4 border-radius-8 order-1 order-sm-2 mb-24 mb-sm-0 d-flex flex-col\">\n<div class=\"font-weight-bold h-72 d-flex ps-16 align-items-center border-bottom border-width-2 roboto-20 justify-space-between\">\n<div class=\"padding-fix\">The Close Score<\/div>\n<div class=\"roboto-28 rating w-72 h-100 d-flex align-items-center justify-content-center padding-fix\">4.5<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">PRICING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">GENERAL FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.9<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">ADVANCED FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.4<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EASE OF USE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER SERVICE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">2.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER RATING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.3<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EXPERT SCORE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.1<\/div>\n<\/div>\n<\/div>\n<div class=\"flex flex-grow\">\n<div class=\"flex-grow\"><\/div>\n<div class=\"roboto-14 rating py-3 w-72 d-flex justify-content-center align-items-end line-height-100\">\n<div class=\"pe-8 opacity-50\">out<br \/>of<\/div>\n<div class=\"roboto-28 opacity-50\" style=\"padding-bottom: .4rem\">5<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 class=\"wp-block-heading\">Why I chose Folio by Amitree<\/h3>\n<p>Folio by Amitree lives where most deals start \u2014 right in your inbox. Its Smart Folders feature automatically groups every email, document, and contact into neat transaction buckets. Yup, that means no more digging through threads to find the proper attachment. And, because it syncs key dates straight to Google and Outlook calendars, all your deadlines will never slip through the cracks.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"1200\" height=\"770\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Folio&#039;s timeline website feature.\" class=\"wp-image-113255 lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/folio-1200x770-1.png\"><figcaption class=\"wp-element-caption\">Shareable timeline websites (Source: Folio by Amitree)<\/figcaption><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\">Additional features<\/h3>\n<ul class=\"wp-block-list\">\n<li><strong>Timeline websites:<\/strong> Create professional, shareable timelines for each transaction that update clients automatically, reducing the need for constant status check-ins.<\/li>\n<li><strong>Document storage and compliance exports:<\/strong> Store important transaction documents in one place and export a complete communication archive with one click.<\/li>\n<\/ul>\n<div class=\"text-center\">\n    <a class=\"button  \">Get started with Folio by Amitree<\/a>\n  <\/div>\n<h2 class=\"wp-block-heading\" id=\"trackxi\">Trackxi: Best for deadline tracking<\/h2>\n<div id=\"tc-scorecard-113258\" class=\"scorecard border drop-shadow border-radius-8\">\n<div class=\"border-bottom border-width-2 p-16 h-88 \">\n<div class=\"w-sm-50p d-flex align-items-center justify-center h-100 pe-sm-24 padding-fix\">\n      <img style=\"max-height: 3rem;max-width: 80%\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Trackxi\" class=\"lazyload\" data-src=\"https:\/\/assets.theclose.com\/uploads\/2023\/09\/trackxi-logos-idpAk80M86-300x78.png\">\n    <\/div>\n<\/p><\/div>\n<div class=\"ratings-container d-flex flex-col flex-sm-row p-16\">\n<div class=\"w-100 w-sm-50p p-lg-16 order-2 order-sm-1\">\n<div class=\"font-weight-bold mb-16 roboto-20\">Pros<\/div>\n<ul class=\"pros mx-0\">\n<li>It has simple deadline tracking features.<\/li>\n<li>It\u2019s user-friendly with a minimal learning curve<\/li>\n<li>It offers affordable pricing.<\/li>\n<li>It has reliable integrations for reminders.<\/li>\n<\/ul>\n<div class=\"font-weight-bold mb-16 roboto-20\">Cons<\/div>\n<ul class=\"cons mx-0 mb-0\">\n<li>It does not include e-signature capabilities.<\/li>\n<li>It has limited reporting features.<\/li>\n<li>It\u2019s not quite as comprehensive as other products.<\/li>\n<li>It offers minimal customization options.<\/li>\n<\/ul><\/div>\n<div class=\"area-right w-100 w-sm-50p bg-gray-light-4 border-radius-8 order-1 order-sm-2 mb-24 mb-sm-0 d-flex flex-col\">\n<div class=\"font-weight-bold h-72 d-flex ps-16 align-items-center border-bottom border-width-2 roboto-20 justify-space-between\">\n<div class=\"padding-fix\">The Close Score<\/div>\n<div class=\"roboto-28 rating w-72 h-100 d-flex align-items-center justify-content-center padding-fix\">4.4<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">PRICING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.5<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">GENERAL FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.4<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">ADVANCED FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.5<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EASE OF USE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.5<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER SERVICE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">3.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER RATING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.6<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EXPERT SCORE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.6<\/div>\n<\/div>\n<\/div>\n<div class=\"flex flex-grow\">\n<div class=\"flex-grow\"><\/div>\n<div class=\"roboto-14 rating py-3 w-72 d-flex justify-content-center align-items-end line-height-100\">\n<div class=\"pe-8 opacity-50\">out<br \/>of<\/div>\n<div class=\"roboto-28 opacity-50\" style=\"padding-bottom: .4rem\">5<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 class=\"wp-block-heading\">Why I chose Trackxi<\/h3>\n<p>Trackxi is a budget-friendly, transaction-focused hub that scales from managing a simple deal to juggling 100+ closings at a time. It keeps things simple and effective \u2014 once you add a transaction, effortlessly create folders, set up a timeline website, and connect with your contacts in one central hub. Trackxi embodies the idea that \u201cless is more,\u201d delivering just what you need without the clutter.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"1200\" height=\"480\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Buyer agent deal tracking \" class=\"wp-image-78309 lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/Trackxi-Main-View-1200x480-1.png\"><figcaption class=\"wp-element-caption\">Buyer agent deal tracking (Source: <a href=\"https:\/\/trackxi.com\/buyer-agent\/\" target=\"_blank\" rel=\"noopener\">Trackxi<\/a>)<\/figcaption><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\">Additional features<\/h3>\n<ul class=\"wp-block-list\">\n<li><strong>Lockbox manager:<\/strong> Keep all your lockbox information and passwords in one place and share with your team.\u00a0<\/li>\n<li><strong>Business dashboard:<\/strong> Real-time visualization of all your deals on a single dashboard keeps track of your (and your team\u2019s) progress towards closing.<\/li>\n<\/ul>\n<div class=\"text-center\">\n    <a class=\"button  \">Get started with Trackxi<\/a>\n  <\/div>\n<h2 class=\"wp-block-heading\" id=\"skyslope\">SkySlope: Best for intuitive team workflows<\/h2>\n<div id=\"tc-scorecard-113261\" class=\"scorecard border drop-shadow border-radius-8\">\n<div class=\"border-bottom border-width-2 p-16 h-88 \">\n<div class=\"w-sm-50p d-flex align-items-center justify-center h-100 pe-sm-24 padding-fix\">\n      <img style=\"max-height: 3rem;max-width: 80%\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"SkySlope\" class=\"lazyload\" data-src=\"https:\/\/assets.theclose.com\/uploads\/2023\/09\/skyslope-300x57.png\">\n    <\/div>\n<\/p><\/div>\n<div class=\"ratings-container d-flex flex-col flex-sm-row p-16\">\n<div class=\"w-100 w-sm-50p p-lg-16 order-2 order-sm-1\">\n<div class=\"font-weight-bold mb-16 roboto-20\">Pros<\/div>\n<ul class=\"pros mx-0\">\n<li>Intuitive technology is created just for real estate.<\/li>\n<li>It has excellent customer support.<\/li>\n<li>It offers robust training resources.<\/li>\n<li>Brokers can easily collaborate with agents.<\/li>\n<\/ul>\n<div class=\"font-weight-bold mb-16 roboto-20\">Cons<\/div>\n<ul class=\"cons mx-0 mb-0\">\n<li>It has limited integrations.<\/li>\n<li>It can be expensive for individuals and teams.<\/li>\n<li>Lagging can be an issue when loading pages.<\/li>\n<li>It has no automation features.<\/li>\n<\/ul><\/div>\n<div class=\"area-right w-100 w-sm-50p bg-gray-light-4 border-radius-8 order-1 order-sm-2 mb-24 mb-sm-0 d-flex flex-col\">\n<div class=\"font-weight-bold h-72 d-flex ps-16 align-items-center border-bottom border-width-2 roboto-20 justify-space-between\">\n<div class=\"padding-fix\">The Close Score<\/div>\n<div class=\"roboto-28 rating w-72 h-100 d-flex align-items-center justify-content-center padding-fix\">4.3<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">PRICING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">1.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">GENERAL FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">ADVANCED FEATURES<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EASE OF USE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER SERVICE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">5.0<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between border-bottom align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">CUSTOMER RATING<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.3<\/div>\n<\/div>\n<\/div>\n<div class=\"criteria flex justify-space-between align-items-center\">\n<div class=\"ps-16 text-uppercase font-weight-bold opacity-75 roboto-14 letter-spacing-1\">EXPERT SCORE<\/div>\n<div class=\"roboto-18 rating py-3 w-72 d-flex align-items-center justify-content-center\">\n<div class=\"w-24\">4.6<\/div>\n<\/div>\n<\/div>\n<div class=\"flex flex-grow\">\n<div class=\"flex-grow\"><\/div>\n<div class=\"roboto-14 rating py-3 w-72 d-flex justify-content-center align-items-end line-height-100\">\n<div class=\"pe-8 opacity-50\">out<br \/>of<\/div>\n<div class=\"roboto-28 opacity-50\" style=\"padding-bottom: .4rem\">5<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<h3 class=\"wp-block-heading\">Why I chose SkySlope<\/h3>\n<p>SkySlope\u2019s intuitive dashboard integrates transactions, listings, disclosures, and commission workflows into a single pane. Agents can create new deals in under five minutes, view recent files at a glance, and jump between tasks without hunting through multiple tabs.&nbsp;<\/p>\n<p>Its commitment to exceptional customer service is evident in every interaction. While Skyslope comes with a higher price tag, the comprehensive service and security make it worth every penny for high-volume brokerages and agents.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"1200\" height=\"734\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"agent dashboard with transaction counts across the top and quick link buttons underneath.\" class=\"wp-image-103150 lazyload\" data-src=\"http:\/\/www.brightworksmanagement.com\/wp-content\/uploads\/2025\/05\/unnamed-19-1-1200x734-1.png\"><figcaption class=\"wp-element-caption\">View transactions or sign documents from the agent dashboard. (Source: <a href=\"https:\/\/skyslope.com\/products-services\/skyslope\/\" target=\"_blank\" rel=\"noopener\">SkySlope<\/a>)<\/figcaption><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\">Additional features<\/h3>\n<ul class=\"wp-block-list\">\n<li><strong>Tailored platform: <\/strong>Your branding is fully embedded, and your templates and automated tasks are customized for you.<\/li>\n<li><strong>Auditing features:<\/strong> The backend audit feature enables brokers to quickly review paperwork and ensure their agents\u2019 paperwork is up to par on every transaction.<\/li>\n<\/ul>\n<div class=\"text-center\">\n    <a class=\"button  \">Get started with SkySlope<\/a>\n  <\/div>\n<h2 class=\"wp-block-heading\" id=\"methodology\">Methodology: How I chose the best real estate transaction management software<\/h2>\n<p>Our <a href=\"https:\/\/theclose.com\/methodology\/\">methodology at The Close<\/a> ensures that our team of professionals, writers, and editors thoroughly analyzes each software. We meticulously evaluate the affordability, features, usability, customer support, and reviews of each real estate transaction software to determine our expert score.<\/p>\n<p>We selected the best real estate transaction management software to help agents enhance their communication strategies and grow their businesses. Our rigorous selection process ensures that our top picks make it easier for agents to connect with clients, streamline their operations, and achieve their business goals.<\/p>\n<p>The detailed criteria we used to determine the best real estate transaction management software include the following:&nbsp;<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Affordability (20%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>Cost is a key factor. We focused on tools that offer a strong balance between features and affordability, ensuring real value for real estate professionals looking to streamline their transactions.<\/li>\n<\/ul>\n<\/li>\n<li><strong>General Features (20%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>We evaluated the core features of each platform, considering how well these features support essential transaction management tasks like document storage, e-signatures, and compliance tracking.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Advanced Features (20%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>We looked for software with advanced features that can significantly enhance productivity, such as automation tools, customizable workflows, integration with CRM systems, and detailed reporting.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Ease of Use (10%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>We prioritized platforms with an intuitive interface, easy navigation, and robust support resources.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Help &amp; Support (10%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>We looked into each transaction management software\u2019s customer support, whether phone, email, or live chat is available.\u00a0<\/li>\n<\/ul>\n<\/li>\n<li><strong>Customer Ratings (10%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>We examined feedback from actual users to ensure our research was grounded in real-world experiences and unbiased evaluations, reflecting the software\u2019s effectiveness in everyday use.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Expert Score (10%)<\/strong>\n<ul class=\"wp-block-list\">\n<li>After considering all the factors, we compiled the scores to determine our expert rating, reflecting the overall performance, reliability, and suitability of each transaction management software for real estate professionals.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"faq\">Frequently asked questions (FAQs)<\/h2>\n<div class=\"d-flex justify-content-between align-items-center cursor-pointer pe-24 close-accordion-heading collapsed\">\n<h3 id=\"what-is-a-transaction-management-system-in-real-estate\" class=\"my-40\">What is a transaction management system in real estate?<br \/>\n\t\t\t\t<\/h3>\n<p><img alt=\"expand\/collapse\" class=\"ms-24 w-16 flex-shrink-0 rotate-180 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-src=\"https:\/\/theclose.com\/wp-content\/themes\/theclose\/assets\/images\/icons\/chevron-down.svg\"><\/div>\n<div id=\"what-is-a-transaction-management-system-in-real-estate-content\" class=\"close-accordion-content collapsed mb-40\">\n<p>A transaction management system in real estate is a platform that helps agents, brokers, and teams organize and manage all the documents, tasks, and communications involved in closing a real estate deal. It streamlines the process by keeping everything in one place, ensuring that deadlines are met, documents are correctly signed, and maintaining compliance throughout the transaction.<\/p>\n<\/div>\n<hr class=\"my-0\" \/>\n<div class=\"d-flex justify-content-between align-items-center cursor-pointer pe-24 close-accordion-heading collapsed\">\n<h3 id=\"what-is-the-best-way-to-keep-track-of-real-estate-transactions\" class=\"my-40\">What is the best way to keep track of real estate transactions?<br \/>\n\t\t\t\t<\/h3>\n<p><img alt=\"expand\/collapse\" class=\"ms-24 w-16 flex-shrink-0 rotate-180 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-src=\"https:\/\/theclose.com\/wp-content\/themes\/theclose\/assets\/images\/icons\/chevron-down.svg\"><\/div>\n<div id=\"what-is-the-best-way-to-keep-track-of-real-estate-transactions-content\" class=\"close-accordion-content collapsed mb-40\">\n<p>The best (and easiest!) way is to use a dedicated transaction management platform for all your documents, e-signatures, and checklists. This way, you\u2019ll never have to search hundreds of emails and spreadsheets.<\/p>\n<\/div>\n<hr class=\"my-0\" \/>\n<div class=\"d-flex justify-content-between align-items-center cursor-pointer pe-24 close-accordion-heading collapsed\">\n<h3 id=\"which-crm-is-best-for-real-estate\" class=\"my-40\">Which CRM is best for real estate?<br \/>\n\t\t\t\t<\/h3>\n<p><img alt=\"expand\/collapse\" class=\"ms-24 w-16 flex-shrink-0 rotate-180 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-src=\"https:\/\/theclose.com\/wp-content\/themes\/theclose\/assets\/images\/icons\/chevron-down.svg\"><\/div>\n<div id=\"which-crm-is-best-for-real-estate-content\" class=\"close-accordion-content collapsed mb-40\">\n<p>The best real estate CRM depends on your business goals and budget. Some popular choices for CRMs include Follow Up Boss, Lone Wolf Relationships (LionDesk), and Pipedrive. For more information, read <a href=\"https:\/\/theclose.com\/best-real-estate-crm\/\">our guide on the best CRMs for real estate<\/a>.<\/p>\n<\/div>\n<hr class=\"my-0\" \/>\n<h2 class=\"wp-block-heading\" id=\"take\">Your take<\/h2>\n<p>These transaction management software options&nbsp;<\/p>\n<p>offer something special, making your real estate process smoother and more efficient, whether you\u2019re a solo agent, team leader, or managing a large brokerage.<\/p>\n<p>What real estate transaction software are you using? Share your experience in the comments!<\/p>\n<p>The post <a href=\"https:\/\/theclose.com\/best-real-estate-transaction-management-software\/\">The 5 Best Real Estate Transaction Management Software for 2025<\/a> appeared first on <a href=\"https:\/\/theclose.com\">The Close<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As real estate agents, you\u2019ll face heaps of paperwork, never-ending email chains, and critical deadlines almost every day. That\u2019s why having a system in place to organize everything is essential. The best real estate transaction management software features secure file&#8230; <\/p>\n","protected":false},"author":1,"featured_media":394,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[12],"tags":[],"_links":{"self":[{"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/posts\/408"}],"collection":[{"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/comments?post=408"}],"version-history":[{"count":2,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/posts\/408\/revisions"}],"predecessor-version":[{"id":422,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/posts\/408\/revisions\/422"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/media\/394"}],"wp:attachment":[{"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/media?parent=408"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/categories?post=408"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.brightworksmanagement.com\/index.php\/wp-json\/wp\/v2\/tags?post=408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}