Active Transactions
Each property has a separate workspace with its own effective date, scheduled closing, tasks and checklist.
WORKSPACE PREVIEW · NOT ACTIVE
Your Transactions
After account activation and a verified payment for a transaction, this area will show only closings belonging to the authenticated account. No real transaction data is stored here today.
Due Today & Tomorrow
View approaching deadlines, overdue items and completed activities, with optional future reminders.
Closed Transactions
Download a personal archive and review past transactions while your account remains available under the retention policy.
Transaction details · STEP 1
In the secure version, the fields below will load from your saved transaction and permit authorized editing.
Property address · Agent · Client · Buyer or Seller
Effective date · Closing date · Calculated milestones
Open · In progress · Closed · Last updated
Future workflow: STEP 2 — Contract timeline and live preview; STEP 3 — Closing action checklist and personal reminders; daily alerts; authorized client view; email, print and exports. Completed checkmarks and custom tasks will persist only after secure storage is implemented.
Secure access required before launch
1. Register and verify
Authentication, verified email, account recovery and access controls.
2. Pay for a closing
Secure payment-provider checkout with server-side confirmation before activating a transaction.
3. Save and return
Private database, backups, authorized editing, date changes and transaction records.
Coming soon. This is a design preview, not an account or payment portal. It does not accept real transactions, save information or charge cards. For now, use the fully functional free planner and export your results before leaving.
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