Transaction Management
Every transaction's milestones and deadlines are tracked from contract to closing, so a financing contingency doesn't surface as a surprise the week of closing.
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
A deal moves toward closing and a financing contingency deadline is six days out with no update logged — surfacing as a surprise instead of getting flagged early.
- 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
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
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
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
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
- Transaction Coordinator: milestone and deadline status for the transactions they're assigned to, and can flag anything stalled or at risk.
- Agent: their own active transactions and where each sits against its closing deadlines.
What managers control
- Office Admin: the office-wide listing-approval queue and onboarding checklists.
- Broker-Owner: production, pipeline, and compliance status across every office and team.
- 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
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
Related
Lead Routing
Every inbound lead is routed to an agent within minutes, by a rule the whole team can see — not a habit a few people benefit from.
ExploreAI Receptionist
Every call — live, missed, or voicemail — lands on the same lead record and routes by the brokerage's own rule, so a 6:40pm call never depends on who's near a phone.
ExploreCommission Visibility
See a forecasted commission — split, referral fee, and all — the day a deal goes under contract, checked against the actual closing statement instead of trusted blind.
ExploreReal Estate & Brokerage overview
Back to the full brokerage industry page — pain points, the guided demo, and the plan recommendation.
ExploreReal estate operating guide
The full vocabulary, data records, roles, compliance detail, and launch timeline in one reference doc.
Read the guide- Office Admin: the office-wide listing-approval queue and onboarding checklists.
- Broker-Owner: production, pipeline, and compliance status across every office and team.
- Transaction Coordinators do not see commission splits or agent compensation figures — that stays scoped to the commission-visibility page.
- Transaction Coordinator: milestone and deadline status for the transactions they're assigned to, and can flag anything stalled or at risk.
- Agent: their own active transactions and where each sits against its closing deadlines.