The need
Transaction information was spread across files and inboxes.
Listing information, documents, and communication were spread across the MLS, separate files, and inboxes. The broker needed a shared view of each deal, its outstanding tasks, and the records associated with it.
What I built
Track each deal and its outstanding work.
I built the tooling around one deal record that holds the listing, checklist, and outstanding work. Each transaction keeps its status as it moves from listed through offer, contract, pending, and closing.
Client communication is linked to the relevant transaction. Staff and the broker can check deal status and outstanding tasks in one place.
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
The deal record carries its status from listing through closing.
A separate path protects the files
- Google DriveWorking files
- Office copyCopied on a schedule
- Offsite backupEncrypted, separate location
Implementation
How I approached the work.
Working alongside the MLS
The tooling works alongside the existing MLS. Listing information and back-office updates are associated with the same deal record.
Deal status and file copies
The broker has an overview of each deal and its related communication. Scheduled backups keep additional copies of the records.