A Guided Tour of a Pending Deal Room

The dashboard is the command center for every transaction. It gives agents, brokers, and clients an immediate snapshot of what matters most — active deals, upcoming closings, urgent tasks, and recent documents.

This view is designed to reduce context switching and surface the right information at the right time.

Every deal is organized into clear phases — from pre-contract through post-closing. Documents automatically live inside the correct phase, making it easy to understand what’s required, what’s completed, and what’s coming next.

This replaces scattered email threads and manual checklists with a single source of truth.

Each deal phase includes built-in task lists that guide teams through required steps. Tasks can be assigned, tracked, and completed collaboratively — ensuring nothing falls through the cracks.

This structure keeps everyone aligned while reducing follow-ups and manual coordination.

The Members view shows everyone involved in the transaction — agents, brokers, clients, lenders, escrow officers, and vendors — along with their role and access level.

This ensures sensitive information is protected while keeping collaboration frictionless.

Pending centralizes offers directly inside the deal room. Buyers, sellers, and agents can view offer details, compare terms, and track the full negotiation history in one place.

This creates transparency and reduces confusion during high-stakes decision moments.

Pending includes a built-in AI assistant that understands your deal context, documents, and timelines.

AI responses are grounded in the actual documents and data inside the deal room — helping users move faster with confidence.