See all your documents, contacts, communications, critical dates, to-do lists, and transaction details in one single place on the cloud
See everything in one place, instead of lost between people’s inboxes
Now everything you need to complete the transaction from start to finish is in one place, which you can share with your team, your client, or third parties – instead of wasting time searching and forwarding emails back and forth
Create your forms and contracts easily from saved Templates
Upload and store your frequently used forms and contract to re-use across transactions
Keep everyone organized with To-Do lists and Critical Dates
Things can’t fall through the cracks if everyone is on the same page about who needs to do what, and by when.
Use our Task features to assign and keep track of To-Do items, and get alerted when something needs your attention.
Automatically detect and auto-organize incoming documents and communications
People can reply to your emails and requests for information, and Track With Ease will automatically detect their replies and documents, and post them to the “Track” so your staff sees everything in one place.
Keep everyone organized with fully customizable Transaction Templates and Workflows
You can easily pre-load and use Transaction Templates to steer your different matters, with separate flows for Purchases, Sales, Refinances, or different types of transactions
It's super easy to get started
Request a demo to find out how much time you'll save, and how much more business you'll be doing with Track With Ease