Every Deal.
Every Stage. One Board.
PREP gives agents and team leads a visual Kanban pipeline to track every deal from contract to close. Stage-based workflows, participant management, and auto-generated checklists — no more calling each agent to find out where a deal stands.
A pipeline that works the way real estate does
Real estate transaction management software helps agents and teams track every deal from contract acceptance to closing day. PREP's visual Kanban board organizes deals by stage — Under Contract, Inspection, Appraisal, Clear to Close, and Closed — so the status of every active deal is visible at a glance, without chasing anyone for an update.
Drag a card to advance a deal. Every stage change is logged automatically, so you have a complete deal history at closing without manual note-taking. Buyer, seller, and dual-representation transactions each follow their own stage set so the workflow always matches the type of deal on your desk.
- Separate pipelines for buyer, seller, and dual-representation deals
- Drag-and-drop stage progression with automatic deal history logging
- Filter by deal type or stage to focus on what matters now
- Every stage change is logged with a timestamp your broker can rely on
Everything a deal needs, in one place
Built around the way real estate deals actually flow — not adapted from generic project management tools.
Visual Kanban pipeline
See every deal in the right column at a glance. Drag a card to advance a deal — the board updates instantly and the move is logged.
Stage-based workflow
Buyer and seller deals follow their own stage sets. Each advance triggers the right workflow — checklist generation, prompts, and logging — automatically.
Participant management
Add every party to a deal with their own role. Buyers, sellers, agents, lenders, and attorneys — all tracked from contract through closing.
Entity linking
Transactions link to the offer they came from, the agreement that governs them, and the property address. The full deal history lives in one place.
Deal history
Every field update, stage change, and participant addition is logged with a timestamp and the user who made it. A complete audit trail for compliance.
Checklist integration
When a deal reaches a new stage, PREP generates the right task list from your template. Due dates sync to Google Calendar. Tasks assign to the right role.
From contract to close in three steps
PREP keeps the workflow simple. Each step builds on the last so the deal stays organized without extra effort.
Create a deal and add participants
Open a new deal, link it to the property and the originating offer or agreement, then add every party with their own role — buyer, seller, agent, lender, attorney, and co-agent.
Move through stages as the deal progresses
Advance the deal through each pipeline stage as milestones are reached. PREP prompts you to confirm the move and logs the change automatically — your pipeline always reflects the current state of every active deal.
Auto-generated task lists keep you on track
When a deal enters a new stage, the right task list generates from your template library. Tasks have due dates, role assignments, and Google Calendar sync so nothing gets missed at closing.
One board. Every deal. Every stage.
See exactly where every deal stands — without calling each agent for an update. Try PREP free, no credit card required, and close your first deal on the board in under five minutes.
Start FreeEvery piece of the deal, connected
PREP links the agreement, offer, transaction, and property into a single journey. When a buyer broker agreement leads to an offer, and that offer gets accepted as a transaction, all three are connected — with the property address anchoring the whole deal.
The journey view surfaces the full deal on one screen so you can navigate agreement, offer, and transaction without hunting through separate lists. One click to the offer, one click back to the agreement, one click to the property.
- Agreement → Offer → Transaction → Property linked automatically
- Journey view groups the agreement, offer, and transaction into one summary screen
- Participants carry over from offer to transaction on link creation
- Every relationship type labeled — SpawnedFrom, AttachedTo, CreatedFrom
See what else PREP can do
CRM & Contact Management
Organize contacts by category — leads, clients, professionals, and vendors.
Smart Checklists
Automate recurring tasks with templates that trigger at the right time.
Team Collaboration
Share workspaces, delegate tasks, and collaborate on deals.
Lead Capture Forms
Public forms for open houses, newsletter footers, and link-in-bio. Leads route straight to your CRM.
Smart Alerts
Every alert tells you why you got it, and you choose which categories you receive. Follow-ups, closings, contingencies, offers, and stalled deals surface in your bell before they slip.
TC Deal Intake
One reusable submission link per agent. New deals land in your pipeline with property and contact created.
Smart Contact Import
CSV and Excel import with auto-detection for FUB, kvCORE, Top Producer, Wise Agent, BoomTown, and Google Contacts.
Manage your deals
in one place.
Free forever plan. No credit card required. Set up your first transaction in under five minutes.