RunMyTransaction
Multi-step deals tracked to the finish
RunMyTransaction is designed for businesses where a deal is a sequence of documents and deadlines: real estate, lending, legal and high-ticket services. It pulls details from documents, tracks milestones and flags what is missing for a human to review, so the critical dates do not depend on memory.
Every milestone, document and deadline visible, with the gaps flagged early.
Sound familiar?
- Contingency dates discovered the day before
- Documents spread across email threads and cloud folders
- Clients asking what happens next, every single day
Good for
- Real estate agents and brokers
- Mortgage and lending teams
- Transaction coordinators
Designed to help with
- Pulling key details and dates from uploaded documents for your review
- Milestone checklists and deadline reminders
- Flagging missing items and signatures
- Progress updates you can share with clients and partners
- Roles on the contact record: buyer, seller, lender, escrow
Standard scope
Extract document details, track milestones and flag missing items for human review.
RunMyTransaction talks with you privately. Publishing, sending, charging and scheduling happen through RunMyCRM tools you have connected, and only after you approve. Availability of each capability depends on your plan and integrations.
What a week with RunMyTransaction could look like
An illustrative example. Timing and results depend on your setup and connected tools.
An agent puts a home under contract and uploads the agreement. RunMyTransaction pulls the inspection and appraisal dates into a 30-day checklist, flags that the disclosure packet is missing a signature, and drafts a weekly progress note for the buyer and lender that the agent reviews and sends.