One deal record.Every party.Nothing goes dark at closing.
Buyer, seller, renter, agent, and lender all work the same deal — each seeing only what's theirs to see — embedded on the agent's own site instead of one more login to remember.
A transaction is one thing. It is never stored as one thing.
Contracts in email, status in text messages, loan detail in a lender portal nobody else can open, invoices wherever they landed.
The buyer, the seller, the agent, and the lender each hold one corner of the same transaction, and none of them match.
Most transaction tools go dark the day the deal closes — exactly when the record starts mattering for taxes, warranty claims, and referrals.
Four decisions the whole product is built on
None of these is a feature you bolt on afterwards — each one changes the data model, so they were settled before the first screen was built.
Agent-side and lender-side progress tracked separately — each side edits its own and sees the other's locked.
HOST, LINK-OUT, or NEVER TOUCH resolved from what the document is, checked at the upload layer.
The portal installs where clients already trust the agent, not as one more destination to remember.
Whoever creates a deal pays; the counterpart they invite rides free on that deal. Growth happens deal by deal.
The same deal, through three different lenses
Switch the lens and watch sections lock and disappear. What a role can't see isn't hidden in the browser — it never leaves the server.
Same deal record — switch the lens
- Can editAgent timelineRatified → Inspection → Walkthrough → Closing
- View onlyLender timelineApplication → Underwriting → CD → Clear to Close
- Can editDocument vaultContracts, inspections, invoices
- View onlyFunds needed at closingClosing costs, seller credits, gift letters
- Can editClient-facing notesUpdates written for the client
- Can editInternal notesAgent ↔ lender coordination
- Can editPrivate vendor notesHow that inspector actually performed
Everything on this deal is in reach for this role.
Sign in as AgentEvery document sorts itself into one of three tiers
This is a coordination layer, not a repository for regulated financial paperwork. Wire instructions sit in the third lane specifically because of wire-fraud liability — that lane has no override, for anyone.
Stored directly in the vault, auto-categorised.
- Ratified contract
- Inspection report
- Vendor invoice
- Title sheet
Status summary in-app; the file stays on the lender's system.
- Pre-approval letter
- Loan Estimate
- Closing Disclosure
Structurally impossible to upload, preview, or cache. No override.
- Bank statementBlocked
- Pay stubBlocked
- Tax returnBlocked
- Wire instructionsBlocked
- Loan application (1003)Blocked
The part where every other tool switches itself off
Closing is where competing products end and this one keeps going: the archive stays, reminders start, and the record is still there when the referral conversation happens two years later.
Coverage as described in each product's own positioning (PRD §2). The gap this fills isn't a missing feature — it's the span.