Tailored Transactions monitors every detail of your transaction from start to finish — reading your contract, building the timeline, and keeping every contact, document, and deadline in one place. No more manual to-do lists or chasing documents on your own; AI automation and advanced security controls bring it all together.
Seven deadlines, all calculated by hand.
A 30-page contract to retype.
Contacts scattered across your phone.
Documents buried in your inbox.
Every state, a different rulebook.
And a dozen files open at once.
One contract in. A complete, deadline-accurate timeline and document repository out — built for you, automatically.
Upload the executed contract PDF. Tailored Transactions reads the document and pre-fills the deal — price, dates, parties, and terms — with a confidence flag on every field.
You confirm what the AI found, and it learns from every adjustment — getting sharper with each contract you run. What used to take an afternoon of retyping now takes minutes.
The engine generates the full task timeline from the contract date, applying the calendar-day, business-day, and federal-holiday math your rules call for and resolving every anchor date.
It follows the rules you set — the same way every time, and fully repeatable. Review the editable preview before anything commits, each date with a plain-English "why."
The moment you log in, every pending task across every deal appears in timeline order — what's due today, this week, and next. No more opening five files to find what's next.
It's role-aware, too: an admin sees the whole book, a coordinator sees their files, an agent sees only theirs.
Follow every detail from the first offer, not just once a contract binds. Track each round and counter in one thread, with changes auto-detected between versions — price, earnest money, dates, terms.
When the winning offer lands, bind it into a live deal in one click. The negotiation is never lost in a text thread again.
Every person and company you work with lives in one directory — agents, coordinators, title reps, lenders, inspectors, appraisers, HOAs, and past buyers and sellers. Phone, email, address, and notes, saved once and reused.
Attach anyone to a deal in a click. Never re-type a title company or dig through old emails for an inspector's number again.
Contracts, disclosures, addenda, the ALTA, repair amendments — stored, versioned, and audit-logged on each deal, retrievable through secure links, with e-signature built in.
No more scattered attachments or hunting for the final version. What you need is on the deal, where it belongs.
Introduce every party and send polished, on-brand emails from templates that auto-fill each deal's details, queued to the timeline so they're ready at the right step — you always send with one click.
And every deadline the engine calculates syncs to your Google or Apple calendar, so the dates live where you already look.
Admin, coordinator, brokerage, team lead, and agent each get scoped visibility — plus weekly file summaries and an immutable audit log.
Agents and brokers watch their deals move in real time. The coordinator stops fielding "where's my deal?" all day.
Send the executed PSA — any state, any form.
Parties, prices, and dates read and pre-filled. You confirm.
Every deadline generated from your rules, ready to edit.
Every task on your dashboard in order, deadlines on your calendar, documents in one vault, every party a click away.
Timelines and contract rules change from state to state. Tailored Transactions is jurisdiction-aware — the engine resolves the right rules from the property's state, so growing past your home turf never means relearning the rulebook.
And for offices that do it their own way, a guided rule builder and simulator let you tune your date logic, preview it in plain English, and test it against real scenarios before it goes live.
Data encrypted in transit and at rest, end to end.
Every login verified with a second factor.
A permanent, tamper-proof record of every action.
Built to the FTC Safeguards Rule security standard.
Handle a bigger book without missing a date or drowning in status pings.
One consistent process, full visibility, and your own tuned rules across the whole office.
Professional coordination on every deal, without hiring for it.
We're opening access in waves. Join the early-access list and you'll be first in — no commitment.
Upload one contract and watch the whole timeline build itself. See why coordinators call it the person the deal depends on.