features

Modern project & transaction management

Manage tasks & keep track of critical transaction deadlines

Collaborate on real estate transactions across your team

Store documents & email communication records for compliance.

Auto-populate and send contracts with Shaker data.

real estate transaction statusreal estate transaction trackerShaker deal management real estate deal project card

Relationship management

Store your contact database

Apply tags to segment groups of contacts

Apply “stay in touch” action plans to your contacts

Trigger birthday and anniversary emails, or export lists for mailing

transaction manager completing order title work taskview of client portal on mobile app for real estate transaction software

Branded client portal

Inform clients of what to expect at each step of their transaction with a simple timeline.

Assign tasks such as ordering inspection services and what to bring to closing,

Introduce vendors who can help clients during or after the transaction

Share documents securely for easy access.

real estate CRM leads by source reportagent volume production report

Reporting

Track sales volume and commission by office or agent.

Uncover your best lead sources

Export data to back office accounting software for commission processing.

Work SMARTER, Close faster

Ready to redefine your transaction management process?

Connect with the Shaker team today and see our innovative real estate transaction management software it in action.

Request a demo