A private, purpose-built tool that keeps every deal, deadline, document, and client organized — so nothing falls through the cracks.
Between juggling clients, chasing documents, and tracking critical dates, it's easy for something important to slip.
"When does the inspection contingency expire again?"
Missed deadlines can cost your client the deal — or cost you your reputation. Every date needs a home.
"Did we get the signed Purchase Agreement back from the other agent?"
Document status lives in your inbox, in SkySlope, in your notes — everywhere and nowhere at once.
"What stage is the Henderson deal at right now?"
With multiple active transactions, it's hard to keep the full picture of each deal in your head.
"Who was the lender on this one? What was their number?"
Agents, lenders, inspectors, and escrow officers — your network is an asset. It should be searchable.
Transaction Hub is focused on the five or six things that actually matter for a busy real estate practice.
See every upcoming date across all active deals — color-coded by urgency. Inspection periods, earnest money, financing contingencies, and closing dates, all in one place.
Every deal lives in a clear pipeline — from first contact through Active, Pending, and Closing. At a glance, you always know where every transaction stands.
Track what's needed, what's been sent, and what's been signed — for every transaction. Connects with your SkySlope workflow without replacing it.
Your buyers, sellers, agents, lenders, and inspectors in a single searchable directory. Every transaction shows who's involved and in what role.
Pre-loaded with the forms for your state — configured to your market so every new transaction starts with the right checklist, ready to track and fully editable.
A running chronological log per client and per deal. Log a phone call, note a concern, capture a promise. Your memory for when you can't remember.
In real estate, dates aren't suggestions. A missed inspection window or a late earnest money payment can unravel months of work. Transaction Hub puts every critical date front and center.
Every state has its own paperwork, its own standard forms, its own sequence. Transaction Hub is set up specifically for your market — not a generic template that was built for somewhere else and loosely adapted.
Checklists are fully editable. Add your own steps, remove what doesn't apply, and save your preferred version as a template for every future deal.
Fraud and data privacy are serious concerns in real estate. This system is built with that in mind from day one.
The entire app sits behind a secure login. No public pages, no exposed data, no shared accounts with strangers.
Your data lives on a dedicated private server — not a shared cloud platform where strangers' data lives alongside yours.
All traffic is served over HTTPS. Data in transit is encrypted. Cookies are secure and not accessible to scripts.
This isn't a signup form. Just reach out and we'll schedule a time to walk through the app together and get it configured for your workflow.
casey@confluencedigital.netConfluence Digital is a small Pacific NW software studio that builds custom web applications for independent professionals and small businesses. Transaction Hub was designed from the ground up based on conversations with working realtors — not adapted from a generic template. If you have questions or want a walkthrough, you're talking directly to the person who wrote the code.