TMS 360
We Manage your deals in one connected workspace.
What it is
This is the operational core of DealTrack. Our platform + our Deal team will Create, Route, validate, and close real estate transactions from listing stage all the way to closing while you have full visibility on the deal progress at every step of the process, a true end-to-end flow without jumping between systems.
With DealTrack platform, you don’t need to use multiple software and applications to complete a trade.
Our platform and dedicated deal team enable the brokerage admins, agents, mortgage partners, and law firms to collaborate in one record with role-based access. Clients get a secure, limited portal for tasks (docs, payments, updates).
What it is
What it Improves
Cycle time
Fewer handoffs; fewer “missing item” loops.
Compliance
Prevents incomplete submissions; traceable approvals.
Cash flow
Faster deposit collection; clear payment status.
Visibility
One source of truth; milestone alerts reduce surprises.
Key Capabilities
- Simply upload, email or fax your Deals and the system will automatically SCAN and EXTRACT the information. 1-click digital process.
- Validations at save/submit to prevent downstream rework.
- Log and Track conditions, important dates and milestones
- Add/invite Buyers, Sellers, Agents, Lawyers, Lenders.
- Role-based permissions; granular share controls on docs and notes.
- Pre-submission checks for completeness.
- Optional identity verification workflows (e.g., Treefort) with status tracking.
- Centralized secure vault, versions, and share/removal controls.
- Templated email share with CC/BCC and audit trail.
- Generate emails, documents and forms directly out of the platform and deliver it to the authorized partners in the deal.
- Request/track deposits and disbursements from inside the deal.
- Trust account workflows and reconciliation views.
- Bank account linking via Plaid (where configured).
- Email composer with templates, attachments, and recipients from the deal graph.
- Internal notes with edit/delete permissions and history.
- Auto-generated timeline of events (creation, invites, docs, payments, approvals).
- Notifications on blockers, expiries, missing items.
How it Works
typical flow
1
Create deal
(intake wizard) → base data + parties.
2
Invite participants
lawyer, lender, co-agents, clients
3
Run checks
required fields, documents, optional IDV
4
Share documents
(vault), assign tasks, add notes.
5
Request deposit/payment
(Payments Hub) and track status
6
Resolve issues
(validation errors, missing info) with inline guidance
7
Close out
final docs, payment reconciliation, archive with audit trail
Security Controls
- Role-based access; least-privilege by default.
- Multi-factor authentication for sensitive roles; password policies and history.
- Full audit log of actions (shares, edits, removals, payments). Never lose your deals data.
Who Will Use This Most
Click to learn more
DealTrack: Where selling your home feels simple, connected, and in control.
