Centralized Deal Management

Transactionly is a secure deal organization, collaboration & closing platform for teams working on real estate, finance, and corporate transactions. 

Centralized Deal Management

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. 

  • Mitigate risk by reducing errors.

  • Lower write-offs caused by duplicative and administrative work.

  • Empower your team with purpose-built technology.

  • Increase client satisfaction.
Transactionly Dashboard

Dynamic Deal Checklist

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.  

  • Easily track deal progress in real time.

  • Introduce transparency for your team, clients, and collaborators.

  • Increase the efficiency of your team.

More Benefits

  • Project 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.

  • Visibility

    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.

  • Smart Collaboration

    Collaborate easily with your internal team members as well as external stakeholders. Manage permissions in each document and checklist.

  • Advanced Data Room

    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.

  • Extranet

    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.

  • Security

    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.