Centralized Deal Management
Transactionly is a secure deal organization, collaboration & closing platform for teams working on real estate, finance, and corporate transactions.
Transactionly is a secure deal organization, collaboration & closing platform for teams working on real estate, finance, and corporate transactions.
Contacts + Tasks + Deals + Checklists + Signatures + Data Room + Extranet
End-to-end integrated transaction organization & management platform provides single point of truth for internal teams, external clients and collaborators.
Import + Organize + Filter + Share + Sign
Seamlessly import your existing deal checklists onto the platform or create from scratch. Built-in smart features include drag-and-drop editing & organization, sorting, filtering, collaboration, linked documents, and signature management.
Manage your team, clients, people, tasks, key dates, and checklist items on one platform. Never miss a deadline or key date with e-mail or SMS notifications.
Get a 360-degree view of each deal. View real-time updates on each task and deliverable for all your transactions. A live activity feed gives you full transparency into the transaction workflow and status.
Collaborate easily with your internal team members as well as external stakeholders. Manage permissions in each document and checklist.
Secure data room with smart features like version control, permissions, audit trail, and an advanced search functionality. Files can be linked directly into the deal checklist for easy access.
Give your clients & stakeholders easy access to all their deals in one place. For each deal, they can view the status, upload documents, follow the deal checklist, and manage signatures.
Built on Amazon’s AWS, the world’s largest and most dependable cloud platform. Giving you the same advantages of security, speed, and reliability already trusted by Capital One, Netflix, Department of Justice, and more. Various deployment options are available upon request.