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RealtorOS Deals

From offer to close, nothing missed

RealtorOS Deals manages your entire transaction lifecycle. Track deals on a Kanban board, manage offers with side-by-side comparison, automate checklists, collect e-signatures natively, enforce compliance workflows, and give sellers a transparent offer portal. Every document, every deadline, every condition — in one place.

Apps Included

4 of 6 available now

Transaction Management

Kanban deal board from INITIATED through CLOSING to CLOSED. Five deal types, customizable checklists, document management, and full activity logging.

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Province-Specific Forms

Coming Soon

OREA (Ontario), BCREA (BC), and AREA (Alberta) form templates. Auto-fill from deal and contact data. Generate compliant PDFs ready for signing.

Document Automation

Coming Soon

Template-based document generation with conditional clauses and merge fields. Version tracking, approval workflows, and automatic filing.

Native E-Signatures

PDF viewer with drag-and-drop field placement. Draw, type, or upload signatures. Sequential and parallel signing. Four recipient roles. No DocuSign fees.

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Compliance Workflows

Configure stage gates that require compliance review before deals advance. Reviewers approve, reject, or request changes. Full audit trail.

Seller Offer Portal

Generate a shareable link for sellers to view and compare offers. Side-by-side comparison with price, conditions, deposit, and dates. Agent controls visibility.

Why RealtorOS Deals

Nothing falls through the cracks

Automated checklists ensure every condition, document, and deadline is tracked. Stage gates prevent deals from advancing until requirements are met.

Sign without switching tools

E-signatures built right into the deal workflow. No per-envelope fees, no separate login, no lost documents between systems.

Sellers see everything transparently

The offer portal gives sellers a professional, branded view of all offers. They compare terms side-by-side without you emailing PDFs back and forth.

Compliance built in, not bolted on

Compliance gates enforce review at the stages that matter. Audit trails satisfy regulators. Reviewers have their own workflow queue.

Province-ready forms

Stop filling out forms manually. Province-specific templates auto-populate from your deal and contact data. Generate compliant documents in seconds.

Every deal, every document, one place

Upload, sign, track, and organize every document for every deal. No more hunting through email attachments or shared drives.

Who it's for

RealtorOS Deals is designed for the people who do the work every day — not IT departments or consultants.

Agents managing multiple active transactions simultaneously
Transaction coordinators tracking deadlines, documents, and conditions
Compliance officers reviewing deals before they advance
Brokerages that need audit-ready transaction records
Sellers who want transparent offer comparison

Ready to see RealtorOS Deals in action?

Join the waitlist and be first in line when we launch.