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TC Dashboard

An AI-powered transaction coordination platform built for real estate professionals in any state.

Replaces manual paperwork, spreadsheet tracking, and fragmented tools with a single intelligent system that reads contracts, tracks deadlines, and manages your entire pipeline.

The Problem

Transaction Coordinators Deserve Better Tools

Real estate TCs juggle dozens of active deals, each with 40+ documents, strict state-specific compliance deadlines, and constant communication across agents, lenders, escrow officers, and inspectors. Existing tools are either too generic, too expensive with recurring subscriptions, or require hours of manual data entry that could be automated.

10+

Hours saved per week on document processing and data entry

26+

Document types automatically classified by AI, customizable per state

$0

Monthly subscription fees — you own the software outright

Platform Capabilities

Every Feature, Built with Purpose

Not a template. Not a generic CRM. Every feature was designed specifically for real estate transaction coordination — customized to your state's requirements.

AI-Powered Document Processing

Upload a PDF and the AI takes over. Every document is automatically classified, analyzed, and summarized — pulling key data directly into your transaction without manual entry.

Automatic Classification

Recognizes 26+ document types — purchase contracts, disclosures, inspection reports, counter offers, amendments, title reports, escrow instructions, and more. Configured to match your state's required forms.

Smart Data Extraction

Reads contracts and pulls purchase price, earnest money, closing date, acceptance date, loan type, all contingency deadlines, termite/pest terms, home warranty details, and TC fees — automatically.

Deadline Calculation

When the AI finds "17 days after acceptance" in a contract, it calculates the actual calendar date from the acceptance date — no manual counting required.

Contact Auto-Extraction

Pulls agent names, emails, phone numbers, companies, and license numbers directly from uploaded documents and adds them to your contact directory.

AI Summaries & Red Flags

Every document gets a brief summary, key findings, and flagged issues — so you can spot unusual terms or potential problems at a glance without reading every page.

Batch Upload

Upload an entire document package at once. All files are processed in parallel — classified, extracted, summarized, and linked to the transaction simultaneously.

Complete Transaction Management

Manage your entire pipeline from a single dashboard. Purchase, listing, and dual agency transactions — each with full property details, contract terms, and state-specific fields.

9-Stage Pipeline

Track deals through New, Listing, Under Contract, Contingencies, Pending, Closing, Closed, Cancelled, and Archived — with color-coded status badges.

40+ Deal Fields

Property address, MLS number, housing type, purchase price, earnest money, loan type, escrow number, all deadline dates, termite/pest terms, septic details, home warranty, and TC fees.

Multi-Tab Detail View

Each transaction has a Summary, Overview, Documents, Tasks, Contacts, and Chat tab — everything for a deal in one place, with a printable summary for client meetings.

State-Specific Compliance Tracking

Customized to your state's real estate requirements. The system tracks all required and optional documents for your jurisdiction and flags what's missing before it becomes a problem. This build was configured for California — yours will be tailored to your state.

Purchase Agreement (RPA) Required
Transfer Disclosure (TDS) Required
Seller Property Questionnaire Required
Agent Visual Inspection (AVID) Required
Natural Hazard Disclosure Required
Agency Disclosure Required
Preliminary Title Report Required
Escrow Instructions Required
Pre-Approval / Proof of Funds Required
Lead Paint Disclosure (pre-1978) Optional
Home Inspection Report Optional
Pest / WDO Report Optional

AI Chat Assistant

A conversational AI that knows your entire portfolio. Ask it anything — upcoming deadlines, missing documents, deal terms, lender contacts — and get instant, accurate answers.

Portfolio-Wide Awareness

The AI has full context on every transaction, document, task, contact, and deadline in your pipeline. Ask "which closings are this month?" or "what documents am I missing on the Oak St deal?"

Risk Flagging

Automatically highlights upcoming deadlines within 7 days, missing contingency removals, incomplete tasks, and documents not yet received — so nothing falls through the cracks.

Email Drafting

Generate professional emails, counter-offer responses, and status updates using real transaction data. The AI pulls names, dates, amounts, and addresses from the deal.

State-Specific Expertise

Understands your state's contract timelines, required disclosures, inspection/appraisal/loan contingency periods, escrow processes, and compliance requirements.

Deadline Tracking & Google Calendar Sync

Every contingency deadline across your entire portfolio, visualized and synced. Color-coded urgency, countdown timers, and automatic Google Calendar events with reminders.

Smart Urgency Alerts

Red for overdue or 0-3 days, orange for 4-7 days, green for 8+ days. Instantly see which deals need attention right now.

Google Calendar Sync

Push all deadlines to Google Calendar as all-day events with 1-day and 1-hour reminders. Updates automatically when dates change.

Five Deadline Types

Tracks closing, inspection, appraisal, loan contingency, and disclosure deadlines — plus individual task due dates — all in one calendar view.

Task Management with Pre-Built Templates

Every transaction gets its own task checklist. Start from scratch or generate 18 pre-built tasks that follow the residential purchase process from open escrow to recorded deed — customized to your state's workflow.

18 Default Tasks — Residential Purchase Process

Open escrow
Deposit earnest money
Order title search
Schedule home inspection
Order NHD report
Request seller disclosures
Review preliminary title
Order appraisal
Order pest inspection
Submit request for repair
Remove inspection contingency
Remove appraisal contingency
Remove loan contingency
Confirm loan docs to escrow
Review closing disclosure
Schedule final walkthrough
Confirm closing date & time
Verify recording of deed

Contact Management & Google Sync

A global contact directory that tracks 14 role types — buyer, seller, agents, lenders, escrow officers, inspectors, and more. Contacts are linked per-transaction with role assignments and synced with Google Contacts.

14 Professional Roles

Buyer, Seller, Buyer's Agent, Listing Agent, Broker, Lender, Loan Officer, Title Officer, Escrow Officer, TC, Home Inspector, Pest Inspector, Appraiser, HOA Contact.

Google Contacts Integration

Import your existing contacts from Google with one click. Export new contacts back. Bi-directional sync keeps everything in sync across platforms.

Gmail Integration & Email Templates

Four built-in email templates for the most common TC communications — Open Escrow, Inspection Reminder, Contingency Removal, and Closing Coordination. Each auto-fills recipients and deal details, then creates a draft in your Gmail for review before sending.

SkySlope MLS/CRM Export

Push transactions directly to SkySlope with one click. Exports property details, deal terms, contacts, and checklist assignments — eliminating double-entry between systems.

Built-In PDF Viewer & Review Workflow

View documents directly in the app without switching to another tool. The review workflow lets you verify AI-extracted data before committing it to a transaction — full control over what gets saved.

Under the Hood

Built on Modern, Reliable Technology

Next.js 15

Framework

React 19

Frontend

TypeScript

Language

PostgreSQL

Database

Prisma ORM

Data Layer

Claude AI

Intelligence

Cloudflare R2

File Storage

Google APIs

Integrations

Pricing

Custom Built. Yours to Own.

No monthly subscriptions. No per-seat licensing. You pay once for the build, and the software is yours.

One-Time Build

$3,000 $10,000

Depending on the scope and complexity of your project

  • Custom-designed and built to your industry
  • AI-powered automation tailored to your workflow
  • Full source code ownership
  • Third-party integrations (Google, CRM, APIs)
  • Deployment and launch support

Monthly Maintenance

$10 $30 /mo

Hosting, infrastructure, and operational costs — that's it

  • Cloud hosting and domain
  • Database and file storage
  • SSL certificate and security
  • No subscription fees — ever
  • No per-seat or per-transaction charges

Compare that to SaaS alternatives charging $50–$150/month per user with annual commitments. Over 3 years, a custom build saves you thousands — and you own the software outright.

Ready for a Custom Build?

Whether you're a transaction coordinator, a brokerage, or a business in any industry — we build intelligent tools tailored to your specific workflow.

Contact Us