Deal Pulse
Stay informed on every deal milestone, instantly.
What it is
The live activity and milestone tracking engine built directly into DealTrack provides constant visibility into the flow of every transaction.
DealPulse offers brokerages, agents, partners, and clients a clear, real-time view of deal progress at every stage. It highlights upcoming deadlines that must be met and flags potential blockers that could slow things down, ensuring that no step, task, or responsibility ever slips through the cracks.
It functions as the heartbeat monitor of your transactions, consistently tracking and reporting on activity. By doing so, it keeps every participant—whether internal team members or external stakeholders—aligned, informed, and proactive from start to finish.
What it is
What it Improves
Accountability
Everyone knows what’s due, when, and by whom.
Proactivity
Early detection of issues prevents closing delays.
Clarity
Single view of deal health reduces status meeting overhead.
Compliance
Historical tracking supports broker, regulator, and client reviews.
Key Capabilities
- Automatically generates a chronological view of key events: deal creation, participant invites, document uploads, approvals, and payments.
- Color-coded indicators for completed, upcoming, and overdue milestones.
- Add brokerage-specific or deal-type-specific milestones.
- Assign responsibilities and due dates to team members.
- In-app, email, or SMS notifications for milestone completions or delays.
- Configurable rules to alert specific roles (e.g., compliance officer on missing documents).
- Flags incomplete tasks or failed validations that could delay closing.
- Links directly to the action needed to resolve the issue.
- Maintains a full history of milestone changes and completion dates.
- Supports compliance audits and performance reviews.
- Role-appropriate views for admins, agents, partners, and clients.
- Summarized status view for quick progress checks.
How it Works
typical flow
1
Create
Deal is created and initial milestones are auto-generated.
2
Update
Users update deal actions (documents, payments, approvals).
3
DealPulse updates
DealPulse updates milestone statuses in real time.
4
Get alerted
Alerts are sent for overdue or at-risk milestones.
5
Closing phase
Closing phase milestones are tracked until final reconciliation.
6
Archived
Completed deal archive retains the milestone history for future reference.
Security Controls
- Role-based visibility—only see milestones relevant to your role in the deal.
- Immutable audit trail of milestone events.
- Secure data handling in line with DealTrack’s platform-wide security standards.
Who Will Use This Most
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DealTrack: Where selling your home feels simple, connected, and in control.
