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Transaction Manager

Manage closings with ease and efficiency.

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Stay relevant during closing and beyond by providing clients useful software

Your Clientown Transaction Manager

Automate closings early by setting up Default Tasks

  • Plan the perfect experience up front, and never miss an important detail.
  • Trigger repeatable seller tasks on every new listing sale.
  • Stop repeating yourself and do the same with buyer tasks.

Start a new transaction right from the contact record

  • The industry’s cleanest designs and simplest workflows
  • Change the status of your customer to UNDER CONTRACT to begin a new transaction.
  • Seamlessly enter the transaction right when you need to.

Add important details like the sales price, closing date and commission

  • Measure what’s most effective by adding the source of business
  • Add tags to further categorize what’s working.
  • Know what’s the best return on your time and effort and plan to do more of the same.

Hear real stories

I’m a 30 year agent, and built this to solve the problems for my personal business here in Charleston, SC. – Nat Wallen, Founder

I've been a realtor for nearly 20 years. I've got so many past clients I wasn't doing such a great job keeping in touch with everyone. Clientown helped me get reconnected to my network and now my repeat business is on a real uptick!

Nate C. | Keller Williams Elite Realtor

Clientown has totally changed how I engage with my clients, for the better! It's been a real uplift for my business and I'm able to engage more deeply and on a personal level with my clients. And I can show off what I love about my area with MyTown tours. Thanks Clientown!

Elizabeth N. | EXP Realtor

I'm new to Real Estate and had a hard time breaking in and getting established. With Clientown's Big City tools, I was able to bring my business to an online platform and they helped me create content to standout and differentiate myself from the crowd.

Erich N. | Better Homes and Gardens Realtor

Add closing parties on the fly

  • Make communication easy while bringing everyone together as a team.
  • Select closing parties from your Vendor Network.
  • Or add them on the spot and tee them up for their Vendor Network invite at the same time.

The Activity Stream keeps a timeline record of all communications

  • You and your staff can log calls and add notes to the transaction timeline.
  • Every email and text message gets recorded.
  • Includes all communications with closing parties too!
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Add property specific reminders from their home inspection.

  • Keep helping after the sale by adding hyper relevant touches
  • Use the inspection to add deferred maintenance reminders.
  • Add community reminders like changing their driver’s license.

Mark the file as closed, and send them their free home management system

  • While working the transaction, you were also wrapping their closing gift.
  • Their home management includes all the closing parties, access to you and your trusted vendors, the documents and more.
  • As soon as you mark the property as closed, the invitation gets sent.
  • You stay relevant, in flow and will always have a reason to call!
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Embark on a new journey, bring your customers with you.

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