The New Standard

The All-in-One
Transaction Platform That Closes 30% More Deals

Stop juggling 7 different tools. Run your entire real estate business from one intelligent hub—from first contact to closing and beyond.

AI-Powered Client Onboarding
Instant Property Intelligence
White-Label Client Portal
Built-in eSign & Doc Mgmt
Partner Network Coordination
Automated Follow-ups
YOUR TRANSACTION
1200 Brickell Bay Dr
JS
OfferInspectionClose
Inspection Passed

The report is clean. We are moving to the appraisal stage.

Appraisal Scheduled
UPCOMING
Thursday, Oct 24 • 10:00 AM
Recent Documents
Signed Contract.pdf
HOA Rules.pdf
The Industry Broken Model

Realtors Waste 18 Hours/Week on Tools That Don't Talk to Each Other

Your data is scattered across 7 different logins. Miscommunication is costing you deals.

Follow Up Boss
For CRM
Dotloop
For Contracts
ShowingTime
For Scheduling
Google / Gmail
For Chaos

"67% of transactions fail due to miscommunication between parties."

— NAR Transaction Management Survey 2024

The Solution

One Platform. Every Tool You Need.
Zero Monthly Chaos.

Add Client Wizard UI
01. INSTANT ONBOARDING

Stop Manual Data Entry.

Replace scattered emails and "What's my status?" texts with an AI-powered onboarding flow.

  • AI-powered welcome emails that adapt to Buyer/Seller/Renter
  • Automatic property matching based on client criteria
  • Branded client portal with real-time transaction updates
Saves ~3 hours per client
02. PROPERTY INTELLIGENCE

Know More Than The Neighbors.

Instant AI briefs on any property. Stop manually searching county records or calling title companies.

  • Ownership history, sales comps, tax records
  • HOA fees, zoning info, public liens
  • Neighborhood insights & market trends
Answers in 30 seconds, not 2 days
Property Insights UI
Document Sharing UI
03. DOCUMENT COMMAND CENTER

Ditch Dotloop & DocuSign.

Built-in eSign, template packages, and bulk sharing. Save $900/year in 3rd party subscriptions.

  • Built-in eSign (no extra cost)
  • Bulk document sharing with clients + partners
  • Automatic reminders for unsigned docs
Save $900/year
04. Partner Network Automation

Stop Playing Phone Tag.

One-click partner invitations, shared folders, and real-time status updates for Lenders, Title Agents, and Inspectors.

You (Realtor)
The Captain
The Client
Buyer / Seller
Lender
Financing
Title Agent
Closing
Inspector
Due Diligence
Appraiser
Valuation
Connected
HOA & PMC
The Community
ID Vault Encrypted Storage
05. ID VAULT™ SECURITY

Bank-Grade Protection.

Industry-first secure identity storage. Stop asking clients to email sensitive documents.

  • Bank-grade encryption for SSNs & IDs
  • Granular access control per partner
  • Liability protection against data breaches
06. SMART CALENDAR

Never Miss a Milestone.

Transaction-specific scheduling that syncs with Google/Outlook.

  • Client self-scheduling for showings
  • Auto-reminders sent 24h before events
  • Unified view of all transaction deadlines
07. BRANDED EXPERIENCE

Look Like a Tech Giant.

Give your clients a premium portal with YOUR logo, colors, and domain.

  • White-label portal (portal.yourname.com)
  • Automated stage updates keep clients calm
  • Referral generator: Clients brag about your tech
The Smart Choice

Why Agents Are Switching.

Stop paying for 5 different subscriptions. Get more power for a fraction of the cost.

FeatureEasy-MGTThe "Old Way" Stack
Transaction Management Included Dotloop ($600/yr)
CRM & Follow-ups Included Follow Up Boss ($600/yr)
eSign & Docs Included DocuSign ($300/yr)
Property Intelligence Included RPR ($50/mo)
Client Portal White-Label + ID Vault Generic / None
Total Cost $29.99 / mo
Free for Early Adopters
$2,100 / year
You Save ~$1,700+ / year
Ideal Use Cases

Who Is This For?

The Solo Agent
Scaling Without Burnout
The Challenge:

Drowning in admin work while trying to generate new leads. No budget for an assistant.

The Solution:

Easy-MGT acts as your digital transaction coordinator. Automate updates so you can focus on selling.

Top Feature: Automated Client Timeline
The Team Lead
Standardization & Oversight
The Challenge:

Agents using different tools leads to compliance nightmares and lost data.

The Solution:

Force a unified workflow. See every deal's status on one dashboard. Onboard new agents instantly.

Top Feature: Master Compliance Dashboard
The Luxury Specialist
Privacy & Brand Experience
The Challenge:

High-net-worth clients expect privacy and a premium digital experience, not just emails.

The Solution:

Bank-grade ID Vault™ for privacy. Detailed, beautiful client portals that match your service level.

Top Feature: White-Label Branding

Plays Nice With Your Tools.

We replace the clutter, but we integrate with the essentials. Keep your finance and email tools synced.

Google Workspace
Outlook / 365
QuickBooks
Stripe
MLS (RESO/Bridge)
Zapier
Google
Outlook
QuickBooks
Stripe
Zapier
MLS
1

Book Your Demo

30-minute walkthrough tailored to your business needs.

2

We Set You Up

We import your contacts and customize your portal (1 hour).

3

Close More Deals

Experience faster closings and happier clients immediately.

Start Closing 30% More Deals Today

Freemium Option for Early Adopters

Learn how your Face, Brokerage, and Contact Details are at the forefront of those communities you know best.

"Easy-MGT: The Transaction Platform That Actually Works"

Bank-Grade SecurityAutomated ComplianceClient Transparency