The need
Finding out where a deal stands.
To check a deal, Areate’s broker had to look through the MLS, separate files, and email. I built tools to show what had been done and what was still waiting on someone.
What I built
A record for each transaction.
Each deal has a record with its listing and checklist. As it moves through an offer, contract, pending sale, and closing, the office can update its status and see the remaining tasks.
Client messages are linked to the deal they belong to. The broker can read that correspondence while checking progress.
Areate / Transaction workflow
One record per deal
The listing, checklist, and outstanding work stay together.
Listed Under offer Under contract Pending Closed
- Deal statusSee what’s outstanding
- CommunicationLinked to the transaction
Staff update the deal’s status as it moves toward closing.
Scheduled copies of the records
- Google DriveWorking files
- Office copyCopied on a schedule
- Offsite backupEncrypted, separate location
Implementation
Keeping the MLS and transaction records connected.
Working alongside the MLS
Areate still uses its existing MLS. My tools keep the listing information with the office’s updates, so staff can use both while working on a transaction.
Deal status and file copies
The broker can look across the deals and open the records for any one of them. Scheduled backups keep additional copies of those records.