Packed Full of Technology for Solopreneurs,
Teams and Brokerages
- Automate transaction creation via our Concierge service by simply dragging/dropping in your Purchase/Sale agreements directly from the Login page!
- Create transactions by simply entering the MLS Number and we’ll automatically create and populate the rest.
- Forward all your emails to your custom RealtyPass email address and click on any email card to create your transactions along with any attached documents with ease.
- Create your transaction from the dashboard or via the visual Kanban interface. Just point and click to add a transaction to the appropriate bucket.
- Invite your clients, team members or 3rd party vendors to join your transaction. Everyone is on the same page. Enhance communication and operational efficiency.
- Email your documents directly into your transaction-specific email address. No need to place documents into pre-made checklist buckets.
- Manage exactly what you need based on your brokerage requirements. No need to email or ask for transaction status updates. Receive status updates after every review.
- Add notes for real time communication or apply workflow tasks to delegate and track important milestones. Never miss another appointment again!
- Utilize our library of pre-made workflows or create your own custom ones for yourself or your team
- Customize from one of the most commonly used models in the industry or create your own
- Enable or Disable company-wide fee CAP’s
- Track your payment status and transaction progress every step of the transaction lifecycle process.
- Generate commission disbursement forms with 1-click! Perfect for those last minute credits/debits.
- Select from our library of templates and modify them to perfection in less than 5 minutes.
- Transaction owners and managers can “Lock” sensitive documents to prevent invited collaborators from seeing them. We take your security seriously!
- Duplicate transaction checker and other compliance features for admins
- MLS Transaction Importing Automation ~ Never forget to report another transaction or get fined again!
- Use our ready made reports or customize your very own
- 1099 Generator: Perfect for end of year tax reporting





















- Import your prospects via CSV file
- Manage the quality of your leads & status with 1-click
- Efficiently manage dozens or thousands of leads by assigning follow up tasks to you or members of your team.
- Delegate tasks to team members or any other 3rd party collaborator
- Manage office leads by keeping as much business “in-house” on a referral fee basis
- Browse and accept leads in your market area. This is a great way to convert more deals from Sellers moving to another state!
- Import your entire contact database and set automated reminders to automate your referral based business.
- Track all individual or team related transaction and lead tasks and events
- View private and company-wide events
- Get your own personal @realtypass email account. Forward any email account to it in minutes! No need to check multiple email accounts for your business.
- Convert email cards to transactions with 1-Click!
- Add document attachments to existing transaction files with 1-Click!
- Create and delegate follow up tasks, leads, contacts or events
- Customize your very own email signature
- Send custom emails or use one of our ready made templates











- Keep your private space for all your documents and share access for company-wide documents
- Bookmark sites you visit frequently and access commonly used links your administrator makes available company-wide
- Create your own custom reports or use one of our pre-generated ones to quantify and visualize your entire business
- Track your lead and transaction tasks on a centralized calendar. View company-wide events your office manager posts as well. Never miss another critical activity again.




