Features
Every feature you need to coordinate transactions
TC Track includes everything you need to coordinate transactions efficiently, collaborate with your team, and grow your business. Every feature is included in every plan — no premium add-ons, no feature gates.
All features included • 14-day free trial • No credit card required
Transactions & tasks
Run every deal from one place
Unlimited transactions, reusable checklists, and automation that keeps each deal moving without you chasing it.
Smart transaction workflows
- Unlimited transactions — handle as many deals as you can close
- Custom transaction types — residential, commercial, refinance, and more
- Status tracking and timeline view — every deal's progress and deadlines at a glance
- Transaction templates — standardize your process for consistency
Intelligent checklists
- Custom checklist templates — one for each transaction type
- Task dependencies — tasks trigger in the right order, and date changes cascade through the whole chain
- Automated due dates — calculated from contract milestones
- Buyer and seller variants — one template covers both sides of representation
Task automation
- Auto-created tasks — appear when milestones are reached
- Status triggers and completion workflows — next steps happen automatically
- Automated reminders — nudges before deadlines arrive
- Overdue tracking — anything past due stays visible until it's done
Properties and contacts
- Property details — addresses, prices, and key dates in one record
- Listing-to-transaction linking — connect listings to contracts seamlessly
- Complete contact management — agent and client information where you need it
- Transaction history — a full audit trail of all activity
Communication & deadlines
Emails and deadlines on autopilot
Template once, send automatically, and let a holiday-aware deadline engine keep every critical date on track.
Email templates
- Smart templates — pre-built emails for common scenarios
- Merge fields — auto-populated with transaction data
- Custom branding — your logo, colors, and signature
- Shared template library — proven emails available to your whole team
Email automation (in beta)
- Scheduled sends — emails go out on the dates you set, automatically
- Task-triggered sends — the right follow-up goes out when a task completes
- Bring your own email — connect Gmail or any IMAP/SMTP email provider (SendGrid support coming)
- Rolling out now — automation is in beta while email provider approvals finish
50-state contract date rules
- Per-state conventions — option periods and date rules for all 50 states, built in
- Business-day math — calendar-day vs business-day counting handled per state
- Enter dates once — every dependent deadline is calculated from the contract
- Timezone aware — built for multi-state transactions
Deadline management
- Critical date tracking — never miss an inspection, appraisal, or closing date
- Automatic reminders — notifications before deadlines, so nothing sneaks up on you
- Holiday and weekend aware — federal holidays are auto-populated and deadlines roll forward to business days
- Overdue tracking — anything past due stays front and center until it's done
Teams & clients
Collaboration for your team and your clients
One shared workspace for your team, client-ready summaries for your agents and brokers, and full access from any device.
Multi-user workspace
- One shared workspace — every deal, document, and deadline in one place for the whole team
- Activity feed — track what's happening across all transactions
- Global search — find any transaction, contact, task, or document from one search
- Shared resources — templates and documents available to everyone
Team management
- One-click user management — add or remove team members instantly
- Role-based permissions — granular access to features and data
- Saved custom filters — build the views your team uses most and pin them to the sidebar or dashboard
- Collaboration history — a full audit trail of team activity
Client-ready summaries
- Branded PDF summaries — polished transaction and listing reports with your logo and colors
- Status at a glance — key dates, tasks, and progress in a format agents actually read
- Signature tracking — see who still needs to sign each document and who already has
- Share on your terms — send professional updates without giving anyone a login
Work from anywhere
- Mobile-optimized interface — responsive and touch-friendly on phones, tablets, and desktops
- Quick actions — one-tap task completion and status updates
- Upload on the go — attach PDF documents to any transaction from your phone
- Cloud-based with multi-device sync — start on your phone, finish on your computer; no VPN required
Visibility & reporting
Know exactly where every deal stands
See your whole pipeline at a glance, find anything in seconds, and hand clients reports that look like you spent hours on them.
Pipeline visibility
- Every deal at a glance — status, key dates, and next steps for all active transactions
- Custom transaction statuses — define stages that match your process and pin them to the dashboard
- Upcoming and overdue — looming deadlines and past-due tasks surface automatically
- Activity log — a running history of what's happened across every transaction
Find anything fast
- Global search — one search box covers transactions, contacts, tasks, and documents
- Saved custom filters — build the views you check every day and save them
- Pin to sidebar or dashboard — your go-to views are always one click away
- Historical archive — closed transactions stay searchable for reference
Client-ready reporting
- PDF transaction summaries — a polished report for any deal, generated in one click
- Listing summaries — the same clean reporting for your listings
- Your branding — logo and colors on every report you send
- Audit trail — a complete history of activity on any transaction
Documents, email & security
A platform that fits how you already work
Secure document storage, email through the provider you already use, and support from real people when you need it.
Document management
- Unlimited storage — no limits on file sizes or quantities
- Organized by transaction and category — every upload filed where you'll look for it
- Signature tracking — see who still needs to sign each document and who already has
- Access controls — roles and permissions govern who can see each document
Email integration (in beta)
- Bring your own email — connect Gmail or any IMAP/SMTP email provider
- Send from your address — clients see your email, not a platform's
- Templates and merge fields — roughly 40 fields pull straight from transaction data
- SendGrid support coming — automation is in beta while provider approvals finish
Security
- Access control — granular roles and permissions for every user
- Audit logs — a complete history of activity on every transaction
- Secure cloud storage — your documents and data, available from any device
Support that actually responds
- In-app support — ask a question without leaving your work
- Fast human responses — real people, not a bot queue
- Hands-on onboarding — help setting up templates and workflows when you switch
- TCs on the team — support from people who have done your job
Ready to simplify your transaction coordination?
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