Transaction Management
Know which transaction deadline needs attention next.
Built for: Transaction coordinators and broker-owners at brokerages where deadline tracking depends on one agent's personal notes rather than a shared record.
Where this breaks down today
The deal is moving toward closing, but the next financing or document deadline is recorded in one agent’s notes. The coordinator has to ask for updates before knowing what needs attention. A shared transaction record gives the team a place to review milestones and responsibilities.
- A listing goes live before the compliance review email chain is ever finished.
- Transaction milestones live in one agent's notes instead of a shared, tracked record.
- A departing agent's transaction detail leaves with them because none of it lived on a shared record.
How The Forge addresses it
- 1
Listing preparation to approval to launch
Proposed, not yet verified: A new listing is prepared, routed for compliance and pricing review, and moves to active status on the MLS and the brokerage's marketing channels only after that approval is logged.
- 2
Transaction milestones to closing
Proposed, not yet verified: Once a deal goes under contract, its milestones — inspection, appraisal, financing contingency, title, closing date — are tracked against their deadlines, with anything approaching a due date flagged to the agent and transaction coordinator.
- 3
Listing-approval reminder
Proposed, not yet verified: A listing or ad submission waiting on compliance review past a configured window is flagged to the reviewer instead of sitting unanswered.
- 4
Transaction-deadline flag
Proposed, not yet verified: A transaction milestone — financing contingency, inspection, appraisal — approaching its deadline without a logged update is flagged to the agent and transaction coordinator.
What employees see
- Proposed view, not yet verified: Transaction Coordinator: milestone and deadline status for the transactions they're assigned to, and can flag anything stalled or at risk.
- Proposed view, not yet verified: Agent: their own active transactions and where each sits against its closing deadlines.
What managers control
- Proposed view, not yet verified: Office Admin: the office-wide listing-approval queue and onboarding checklists.
- Proposed view, not yet verified: Broker-Owner: production, pipeline, and compliance status across every office and team.
- Proposed view, not yet verified: Transaction Coordinators do not see commission splits or agent compensation figures — that stays scoped to the commission-visibility page.
Integrations required
- Your MLS (stays the record for listing data)
- Your transaction management and e-signature platform (stays the record for closing documents)
Security & data
Agent, team and office record separation has not been verified. Tenant isolation is not proof of private agent or commission access. Review and test exact permissions before entering confidential records. Earnest money and commission funds in transit are held by a title company, escrow company, or the brokerage's own trust account — never by The Forge. Transaction-file and listing-record retention requirements remain the brokerage's responsibility, per its state real-estate commission.
Transaction Management — questions
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Read the guide- Proposed view, not yet verified: Office Admin: the office-wide listing-approval queue and onboarding checklists.
- Proposed view, not yet verified: Broker-Owner: production, pipeline, and compliance status across every office and team.
- Proposed view, not yet verified: Transaction Coordinators do not see commission splits or agent compensation figures — that stays scoped to the commission-visibility page.
- Proposed view, not yet verified: Transaction Coordinator: milestone and deadline status for the transactions they're assigned to, and can flag anything stalled or at risk.
- Proposed view, not yet verified: Agent: their own active transactions and where each sits against its closing deadlines.