Platform

Transaction Management

From contract to close, organized.

Streamline transactions from start to finish with Smart Plans, paperless transaction tools, and our full reporting suite.

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Lofty transaction management dashboard showing pipeline totals, GCI, team net commission, and per-deal status
Platform

Collaborative Transaction Management

Work Smarter with Smart Plans

Customize our smart action plans to create automatic workflows that maximize your workday! Our powerful integration tools will help keep track of any transaction data.

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No Mess File Management

Leverage digital tools to easily get and stay organized. Conveniently keep all of your documents in one place and easily upload files from your local device or via our Dropbox and Google Drive integrations.

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Easy Value Accounting

Keep track of transaction details from start to close with a live-updating tool that tells you how much each deal is worth. With each transaction in the Lofty system, easily see your aggregated earnings at any time.

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Lofty transaction detail showing the contract-to-close status pipeline with checklists, accounting, documents, and lead portal tabs
Lofty business dashboard with GCI vs goal, closings, pipeline value, conversion funnel, and lead source ROI
Reporting

Data Driven Decision-making

As a team leader, enjoy a comprehensive top down view of your entire teams' sales data, closing, GCI, revenue, and more. Use these key metrics to effectively run your business, with real time updates as each lead closes.

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Integrations

Integrated Transaction Tools

Everyone's tool set is unique, but Lofty lets you keep them all in one box through our seamless integrations. Enjoy full functionality and frictionless integrations with Dotloop, Brokermint, Skyslope.

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Lofty Integration Center with email, calendar, e-signature, and transaction integrations
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Back Office

Commissions, disbursements, and compliance without spreadsheets.

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Features overview

See every tool that ships inside the Lofty platform.

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One platform. Fewer logins. More closings.

See the full toolset in a guided walkthrough.

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FAQ

Frequently asked questions

Haven't found what you're looking for? Try the Lofty Help Center or Contact us

What does Lofty's Transaction Management tool actually do?
Lofty's Transaction Management streamlines the process from accepted offer to closing — including document collection, deadline tracking, task checklists, and milestone notifications. It keeps everyone on a transaction (agents, clients, coordinators) on the same page without endless email chains.
Does Transaction Management replace my transaction coordinator?
It's designed to make your transaction coordinator (or you, if you're self-managing) dramatically more efficient — not to replace human judgment. Automated checklists, deadline reminders, and document tracking reduce the chance of things slipping through the cracks and free up time for higher-value work.
Can clients see the status of their transaction in real time?
Yes — Lofty's transaction tools include a client-facing portal where buyers and sellers can track progress, see what's been completed, and know what's coming next. This reduces "what's happening with my deal?" calls and gives clients confidence throughout the process.
Does Transaction Management support e-signatures?
Yes — Lofty's platform includes e-signature functionality so documents can be sent, signed, and returned digitally without printing anything. All signed documents are stored in the transaction record for easy access and compliance.
How does Transaction Management connect to the rest of Lofty's platform?
Transaction Management is integrated with Lofty's CRM, so the deal flows naturally from lead stage through active transaction to close — all in the same system. Commission data can also feed into Back Office automatically, eliminating duplicate data entry.