Use a simple board with stages like offer, escrow, inspection, appraisal, mortgage, title, and closing. Start faster with templates for residential or commercial and standard checklists for every transaction. Breeze also offers closing steps you can follow.
See key dates on a calendar and timeline: inspection, financing, appraisal, title work, and signing. Set reminders and watch workload to avoid clashes across agents and coordinators.
Attach contracts, disclosures, title docs, and lender paperwork to tasks. Track versions and approvals, @mention teammates, and keep a clean audit of what changed and when.
Send read-only links for a deal board, task, or calendar so buyers, sellers, lenders, title companies, and attorneys can see status and key dates without accounts. Property teams also use Breeze for tenant maintenance workflow.
Breeze | Others | ||
---|---|---|---|
Multi-deal board with filters by agent or stage | Hard to see where each closing stands | ||
Transaction templates and standard checklists | Every deal starts from scratch | ||
Calendar and timeline for contingencies | Deadlines slip and dates clash | ||
Read-only links for clients and partners | No extra accounts to manage | ||
Exports and summaries you can send | Data split across emails and files |
A special shout out to @BreezeTeam for having not only a great #projectmanagement tool, but for also having exceptional customer service!! Thanks!!
Create a board with stages for offer, escrow, inspection, appraisal, mortgage, title, and closing. Each deal becomes a task with its own checklist and dates.
Yes. Send read-only links to a deal board, task, or calendar so buyers, sellers, lenders, title companies, and attorneys can see status and key dates without accounts.
Yes. Save templates for residential and commercial transactions with standard tasks, documents, and timelines so every new closing starts ready to go.
Add dates to tasks and see them on a calendar and timeline. Set reminders so inspections, financing, and title deadlines are never missed.
Attach contracts, disclosures, title work, and lender paperwork to tasks. Track versions, comments, and approvals in one place.
No. Start with a template, add your stages and tasks, and invite your team. You can be tracking deals in minutes.
It is $9 per user per month. All features are included and you can start with a free trial.