From offer to close, nothing falls through
Kanban-style deal tracking with checklists, documents, compliance, and offer management.
Every real estate transaction involves dozens of moving parts — conditions, deposits, documents, inspections, financing, legal. RealtorOS keeps everything organized in one deal view with automated checklists, compliance gates, and a full document trail.
Key Capabilities
Kanban Deal Board
Visual pipeline from INITIATED through OFFER, UNDER_CONTRACT, CONDITIONAL, FIRM, CLOSING, to CLOSED. Drag deals between stages. Filter by agent, property, or deal type.
Smart Checklists
Database-stored checklist templates (not hardcoded). Admins customize per deal type — Buyer, Seller, Dual, Lease. Auto-created when a deal starts. Track completion percentage.
Offer Management
Multiple offers per deal with price, conditions, deposit amount, irrevocable date. Side-by-side comparison. Seller-facing portal with token-based access for transparency.
Document Management
Upload and organize documents per deal. Link to e-signature requests. Track document status. All files accessible from the deal detail page.
Compliance Gates
Configure stage transitions that require compliance review. Reviewers approve, reject, or request changes. Deals cannot advance past a gate until compliance clears.
Seller Offer Portal
Generate a shareable link for sellers to view offers on their property. Side-by-side comparison with amount, conditions, and deposit details. Agent controls visibility.
How It Works
Create the Deal
Link a contact to a property, set the deal type (Buyer/Seller/Dual/Lease), and the checklist auto-populates based on your brokerage templates.
Manage the Transaction
Add offers, upload documents, request e-signatures, track conditions. Move through stages with compliance gates enforcing review at critical points.
Close & Commission
When the deal closes, commissions auto-calculate using the agent's commission plan. Deposits are verified. The full transaction history is preserved for audit.
Why agents and brokerages choose RealtorOS
Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.
Ready to get started?
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