Real Estate Transactions
Keep purchase agreements, closing documents, requisitions, and correspondence together from transaction intake to closing review.
Start a workspace
Real estate lawyers, conveyancing teams, and transaction coordinators
From the first document to the final review.
OpenTeam prepares a transaction summary, conditions tracker, and closing checklist with source references and unresolved items for the closing team.
Intake the transaction
Read the supplied purchase agreement, amendments, party details, property information, and key dates.
Track conditions and documents
List closing conditions, required documents, requested information, and outstanding items with their source references.
Prepare the closing pack
Draft a closing checklist, document index, and status update using the team's approved templates.
Review before closing
Have the responsible professional verify title, funds, dates, and final documents before completing the transaction.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Transaction summary
- Conditions tracker
- Closing checklist
- Draft status update