Wise Agent CRM Transaction Management Checklists [Stay Organized]

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The best CRM for real estate agents, Wise Agent, comes stocked with an amazing and easy-to-use real estate Transaction Management system. With our Checklist feature, you can easily keep all your buyer and seller transactions organized. Wise Agent provides customizable templates to help you keep track of all the critical dates, real estate fields, tasks, transaction notes, and contacts that are necessary for a smooth transaction, creating clients for life!

Once you have your template designed, you can use it over and over each time you have a listing or a closing approaching. Wise Agent CRM also provides you with unlimited document storage so you can upload all the forms and files you need. Find all of your transaction and contact notes within your checklist summary, and even categorize and search notes made by you or your team.

We even included a section that corresponds to our Commission Reports so that you can easily keep track of all your sales and commissions. Additionally, Wise Agent has a partnership with DocuSign that allows their users to automatically save any digitally signed forms once you activate the integration.

Wise Agent’s real estate transaction management system is also very team friendly. The checklists make it easy to see what tasks each team member is responsible for and when it is completed.

We’ve even added the functionality of being able to assign tasks to different members of your Team and get notifications for tasks that have been assigned to you.

Join Amy for a tutorial on how our Transaction Management tool can simplify and streamline your business:

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