Track Every Deal
From Contract to Close
PREP gives agents and transaction coordinators a visual pipeline to manage the full transaction lifecycle. Stage-based workflows, full participant tracking, and automated checklists keep every deal moving without anything falling through the cracks.
A pipeline that works the way real estate does
The PREP pipeline is a visual Kanban board where each column is a deal stage. Buyer transactions move through Under Contract, Inspection, Appraisal, Clear to Close, and Closed. Seller transactions follow their own stage set. Dual-representation deals get a combined workflow that accounts for both sides of the table.
Drag a card to advance a deal. Every stage change is logged automatically, so you have a complete audit trail at closing without any manual note-taking.
- Separate pipelines for buyer, seller, and dual-representation transactions
- Drag-and-drop stage progression with automatic activity logging
- Filter by property type, client type, or deal stage to focus on what matters now
- Every stage change creates a timestamped record your broker can rely on
Everything a transaction needs
Built around the way deals actually work. Not adapted from generic project management software.
Activity Logging
Every change to a transaction is recorded with a timestamp and the user who made it.
- Automatic log on every field update
- Stage transitions captured with full context
- Complete audit trail for compliance
- View history directly on the transaction
Participant Management
Add every party to a deal and track their role from contract through closing.
- Buyers, sellers, agents, lenders, attorneys
- Link participants to your contact database
- Role-based participation on each deal
- Participants carry over to linked offers
Entity Linking
Transactions link to the offer they came from, the agreement that governs them, and the property address.
- Link transactions to offers and agreements
- Attach properties for address and listing context
- Journey view groups all related entities
- Navigate between linked records in one click
Multi-Stage Pipelines
Pipeline stages adapt to the deal type so the workflow always matches the actual transaction.
- Buyer pipeline: Under Contract through Closed
- Seller pipeline: Active Listing through Closed
- Dual-representation workflows for both sides
- Stage progression with status-change prompts
Team Collaboration
Share transactions with team members and control who can view, edit, or delete each deal.
- Shared team workspaces for office deals
- Granular VIEW, EDIT, DELETE permissions
- Role-based access: Admin, Agent, Assistant
- Team-wide activity feed on shared deals
Checklist Integration
Task lists generate automatically when a deal reaches a new stage, based on your templates.
- Stage-triggered checklist creation
- Separate templates per deal type
- Due dates sync to Google Calendar
- Role-based task assignment for TCs
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 on your part.
Create a transaction and add participants
Open a new transaction, link it to the property and the originating offer or agreement, then add every party to the deal. Buyers, sellers, lenders, attorneys, and co-agents all get their own participant roles.
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 view always reflects the current state of every active deal.
Auto-generated checklists keep you on track
When a deal enters a new stage, the appropriate checklist generates from your template library. Tasks have due dates, assignees, and calendar sync so nothing gets buried in a spreadsheet or missed at closing.
See what else PREP can do
Ready to manage your deals
in one place?
Free forever plan. No credit card required. Set up your first transaction in under five minutes.