Built by TCs, for TCs - No Fluff, Just Results

Every Feature You Need to Master Transaction Coordination.

TC Track includes everything you need to coordinate transactions efficiently, collaborate with your team seamlessly, and grow your business profitably. Every feature is included in every plan - no nickel and diming.

All features included
No feature restrictions
14-day free trial

Transaction Management

Smart Transaction Workflows

  • Unlimited Transactions

    Handle as many deals as you can close

  • Custom Transaction Types

    Residential, commercial, refinance, etc.

  • Status Tracking

    Clear visibility into every deal's progress

  • Timeline View

    See all transactions and deadlines at a glance

  • Transaction Templates

    Standardize your process for consistency

Listing Integration

  • Property Details

    Store addresses, prices, key dates

  • Listing-to-Transaction Linking

    Connect listings to contracts seamlessly

  • Document Organization

    All files organized by property/transaction

  • Agent/Client Information

    Complete contact management

  • Transaction History

    Full audit trail of all activities

Transaction coordinators report that dashboard visibility across multiple active deals is crucial for managing high-volume workflows efficiently.

Task & Checklist Management

Intelligent Task Lists

  • Custom Checklists

    Create templates for different transaction types

  • Task Dependencies

    Link tasks so they trigger in the right order

  • Automated Due Dates

    Calculations based on contract milestones

  • Conditional Tasks

    Different requirements based on transaction type

  • Recurring Tasks

    Set up patterns that repeat across transactions

Team Task Assignment

  • Smart Assignment

    Route tasks to the right team members

  • Workload Balancing

    Distribute work evenly across your team

  • Task Ownership

    Clear accountability for every item

  • Progress Tracking

    See completion rates and bottlenecks

  • Deadline Management

    Never miss another important date

Task Automation

  • Auto-Creation

    Tasks appear when milestones are reached

  • Status Triggers

    Actions that happen when tasks complete

  • Reminder Systems

    Automated nudges before deadlines

  • Escalation Rules

    Alerts when tasks are overdue

  • Completion Workflows

    Next steps happen automatically

TCs frequently cite automated task dependencies as a significant time-saver in transaction management workflows.

Team Collaboration

Multi-User Workspace

  • Role-Based Access

    Different permissions for different team members

  • Real-Time Updates

    Everyone sees changes instantly

  • Activity Feeds

    Track what's happening across all transactions

  • Team Messaging

    Communicate within the context of specific deals

  • Shared Resources

    Templates and documents available to everyone

Advanced Team Management

  • User Management

    Add/remove team members with one click

  • Permission Controls

    Granular access to features and data

  • Team Performance

    See who's crushing it and who needs help

  • Workload Distribution

    Balance assignments across team members

  • Collaboration History

    Full audit trail of team activities

Client Collaboration

  • TC Client Portals

    Give agents/brokers access to their deals

  • Selective Sharing

    Control what clients can see and do

  • Status Updates

    Automated progress reports to stakeholders

  • Document Sharing

    Secure file access for authorized users

  • Communication Logs

    Complete history of all interactions

Team-based TCs consistently rank real-time collaboration tools as essential for coordinating multiple transactions across team members.

Email Communication & Automation

Email Template System

  • Smart Templates

    Pre-built emails for common scenarios

  • Merge Fields

    Auto-populate with transaction data

  • Custom Branding

    Your logo, colors, and signature

  • Template Library

    Build a collection of proven emails

  • Team Templates

    Share successful emails across your team

Automated Email Workflows

  • Scheduled Delivery

    Send emails based on dates or task completion

  • Trigger-Based Emails

    Automatic emails when status changes

  • Reminder Sequences

    Gentle nudges for pending items

  • Follow-Up Campaigns

    Systematic communication throughout the process

  • Conditional Logic

    Different emails for different scenarios

Email Service Integration

  • BYOE (Bring Your Own Email)

    Works with Gmail, Outlook, SendGrid

  • Delivery Tracking

    See when emails are opened and clicked

  • Reply Management

    Responses flow back into the transaction

  • Bulk Operations

    Send updates to multiple stakeholders

  • Email Analytics

    Track open rates and engagement

Email automation is consistently identified as a top productivity enhancer by transaction coordinators managing high volumes.

Calendar & Schedule Integration

Calendar Synchronization

  • Two-Way Sync

    TC Track deadlines appear in your calendar

  • Multiple Calendar Support

    Google, Outlook, Apple Calendar

  • Team Calendar View

    See everyone's deadlines and availability

  • Appointment Scheduling

    Built-in meeting coordination

  • Timezone Management

    Perfect for multi-state transactions

Deadline Management

  • Critical Date Tracking

    Never miss inspection, appraisal, or closing dates

  • Automatic Reminders

    Email and push notifications before deadlines

  • Buffer Time

    Built-in cushions for important milestones

  • Holiday Awareness

    Adjusts deadlines for business days

  • Escalation Alerts

    Warnings when deadlines are at risk

Meeting & Appointment Tools

  • Inspection Scheduling

    Coordinate with all parties

  • Closing Coordination

    Manage final walkthrough and signing

  • Team Meetings

    Schedule internal reviews and planning

  • Client Check-ins

    Regular touchpoints throughout the process

  • Availability Sharing

    Let clients book time with you

Ready to See All These Features in Action?

Every Feature Included

  • No feature restrictions by plan
  • No hidden premium add-ons
  • Full functionality from day one
  • Regular updates and new features

Start Your Free Trial

  • 14 days free - Full access to everything
  • No credit card required - Try risk-free
  • Migration incentive - Free month when you switch from competitors
  • Instant setup - Be productive in minutes

Analytics & Performance Tracking

Transaction Analytics

  • Completion Rates

    How many deals close successfully

  • Time to Close

    Average days from contract to closing

  • Bottleneck Analysis

    Where deals get stuck most often

  • Success Patterns

    What common factors lead to smooth closings

  • Problem Identification

    Early warning signs of troubled deals

Team Performance Metrics

  • Individual Productivity

    Tasks completed, deals managed

  • Team Collaboration

    How well team members work together

  • Workload Balance

    Who's overloaded and who has capacity

  • Quality Metrics

    Error rates and client satisfaction

  • Growth Tracking

    Performance improvement over time

Business Intelligence Dashboard

  • Real-Time Reporting

    Current status of all active transactions

  • Custom Dashboards

    Focus on the metrics that matter to you

  • Trend Analysis

    Spot patterns in your business

  • Forecasting

    Predict future workload and revenue

  • Export Capabilities

    Get your data in Excel, CSV, or PDF

Performance analytics help TCs identify workflow bottlenecks and process improvements that can impact closing rates.

Document Management

Secure Document Storage

  • Unlimited Storage

    No limits on file sizes or quantities

  • Bank-Level Security

    256-bit encryption and secure access

  • Version Control

    Track changes and maintain document history

  • Organized by Transaction

    Find files instantly

  • Search Functionality

    Locate documents by name, content, or date

Document Workflows

  • Upload Automation

    Files automatically organize by transaction

  • Sharing Controls

    Manage who can access which documents

  • Download Tracking

    See when files are accessed

  • Expiration Dates

    Automatic cleanup of old documents

  • Backup Systems

    Multiple redundant copies for security

Cloud Storage Integration

  • Dropbox Connection

    Access your existing cloud storage

  • Google Drive Sync

    Two-way synchronization

  • Box.com Support

    Enterprise-grade storage options

  • Flexible Backend

    Use the storage solution that works for you

  • Migration Tools

    Move from other systems easily

Integrations & API Access

Pre-Built Integrations

  • Zapier

    Connect to 5000+ apps and services

  • Google Workspace

    Gmail, Calendar, Drive, Docs

  • Microsoft 365

    Outlook, OneDrive, Teams

  • Dropbox

    File storage and sharing

  • Box

    Enterprise document management

Real Estate Specific Integrations

  • Dotloop

    Transaction document management

  • DocuSign

    Electronic signature workflows

  • MLS Systems

    Property data integration (coming soon)

  • Title Companies

    Direct communication channels

  • Lender Portals

    Loan status updates

Developer Platform

  • REST API

    Build custom integrations

  • Webhooks

    Real-time notifications to other systems

  • Custom Fields

    Extend data structure for your needs

  • Single Sign-On

    SAML and OAuth support

  • White Label Options

    Brand the platform for your clients

Mobile & Remote Access

Mobile-Optimized Interface

  • Responsive Design

    Perfect on phones, tablets, and desktops

  • Touch-Friendly

    Designed for mobile interaction

  • Offline Capability

    Key features work without internet

  • Quick Actions

    One-tap task completion and status updates

  • Photo Upload

    Capture documents and images on the go

Remote Team Support

  • Cloud-Native

    Access from anywhere with internet

  • Multi-Device Sync

    Start on phone, finish on computer

  • Secure Access

    VPN not required, enterprise security

  • Global Availability

    Works worldwide with local performance

  • 24/7 Uptime

    Always available when you need it

Security & Compliance

Enterprise-grade security and compliance to protect your data and business.

Enterprise-Grade Security

  • 256-bit Encryption

    Data protected in transit and at rest

  • SOC 2 Compliance

    Audited security practices

  • Regular Backups

    Multiple redundant data copies

  • Access Controls

    Granular permissions and audit logs

  • GDPR Compliant

    Privacy protection built-in

Data Protection

  • Regular Security Audits

    Third-party penetration testing

  • Employee Background Checks

    Screened and trained staff

  • Data Residency

    Your data stays in your country

  • Right to Deletion

    Full data removal when you leave

  • Transparent Privacy

    Clear policies, no hidden data use

Still Using Spreadsheets to Track Transactions?

There's a better way. See why TCs are switching to TC Track.