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  • Real estate project tracking

Real estate project tracking

Track every transaction from offer to close. Escrow, inspections, appraisal, financing, title, and signing. Use templates, checklists, timelines, docs, and read-only updates for clients and partners.

Real estate pipeline board with deal stages

Teams of all sizes use Breeze to manage their projects and get work done.

Everything you need to track closings across all your deals

Deal pipeline and templates

Track each closing from offer to close

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.

Deal pipeline from offer to close
Dates, deadlines, and reminders

Never miss a contingency or milestone

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.

Team workload
Documents and approvals

Keep files with the tasks that move them

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.

Deal task with documents and approvals
Share updates with clients and partners

Clear status without extra logins

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.

Real estate reporting charts

Breeze features real estate teams actually use

Run many deals in parallel with templates, timelines, workload views, and read-only sharing for clients and partners.

  Breeze Others
Multi-deal board with filters by agent or stage V X Hard to see where each closing stands
Transaction templates and standard checklists V X Every deal starts from scratch
Calendar and timeline for contingencies V X Deadlines slip and dates clash
Read-only links for clients and partners V X No extra accounts to manage
Exports and summaries you can send V X Data split across emails and files

Why real estate teams choose Breeze

Agents and transaction coordinators stay on top of every closing - clear timelines, checklists, and sharing without extra logins.

A special shout out to @BreezeTeam for having not only a great #projectmanagement tool, but for also having exceptional customer service!! Thanks!!


Kim Atkinson avatar Kim Atkinson, Foundery
See more customers

Common questions

How do I track many deals at once?

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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.

Can I share updates with clients and partners?

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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.

Do you support templates or standard checklists?

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Yes. Save templates for residential and commercial transactions with standard tasks, documents, and timelines so every new closing starts ready to go.

How are key dates and contingencies tracked?

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Add dates to tasks and see them on a calendar and timeline. Set reminders so inspections, financing, and title deadlines are never missed.

Can I keep documents with each closing?

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Attach contracts, disclosures, title work, and lender paperwork to tasks. Track versions, comments, and approvals in one place.

Is it hard to set up?

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No. Start with a template, add your stages and tasks, and invite your team. You can be tracking deals in minutes.

How much does Breeze cost?

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It is $9 per user per month. All features are included and you can start with a free trial.