Transactly | Platform

Task management

Default task templates already sorted into deal stage categories
Create your own custom task templates or mix and match to suit your specific needs
Task due dates that auto-populate based on the contract dates. No more counting calendar days!
Make private notes that only show for you
Team Task Management

All of your transactions will show on your dashboard in order of what's coming due over the next seven days
Manage your workflow with the ability to see who assigned and completed each task. Keep track of your progress by showing completed tasks with timestamps
Color code tasks to keep priorities in order
Choose to work your tasks from your Google calendar, allowing you to sync with your deals

Email templates

Create custom email templates and utilize merge fields to save time!
Merge field options include transaction details, team members, vendors, contract details and key dates
Send and reply right from the transaction inbox, or if you prefer to work out of your preferred email engine, you can forward emails into the transaction to keep an organized record
The transaction summary is a Transactly default you can utilize that auto-populates contract info, key dates, buyer and seller party info

Team collaboration

Invite co-agent, TC, buyer/seller
Invited member can also sync their tasks to their Google calendar, keep all communication within the deal by utilizing notes and instant notifications while leaving a note on a task
View contact cards for vendors, which you can save as preferred for quick reference
Categorized task list with every to-do. View who's responsible, and when it's due
Each task gets time stamped so teammates can toggle to see everything that's been completed
Notify your teammates by checking the box and they'll receive a text and or email
Your Transactly Coordinator has access to your preferred vendors and credentials to better facilitate your orders