Transaction Coordination Belongs Inside Your CRM

Most real-estate CRMs are lead machines. They capture, they drip, they remind you to call — and then the moment a lead signs a contract, the CRM marks the record "won" and goes quiet. The next 45 days, the part of the business with actual legal deadlines, get managed in a spreadsheet, a separate TC platform, or an inbox.

That split creates the most dangerous kind of double entry: the kind with earnest-money deadlines attached.

What integrated deals look like

When transaction coordination lives in the same system as your pipeline, the contact record carries straight through. The deal knows who the buyer is, who the co-op agent is, who is lending and who is holding title — because those people are already in your rolodex, with history.

In onBuilds, every deal carries its own deadlines and milestones, its parties, and its own Google Drive folder created automatically. Documents land in the right place without anyone building a folder tree at 9 p.m.

Let the AI read the inbox

The transaction inbox is where deadlines hide. Amendments arrive as attachments; dates change in the third paragraph of an email. onBuilds scans Gmail at the deal level and uses AI extraction to pull what matters into the record, and AI auto-fill to get data into PDFs instead of retyping it.

A TC running two seats with an agent on the Individual Agent plan gets all of this for $98 a month total — less than most teams pay for a lead-only CRM plus a separate TC tool.

The two-seat rule

The Individual Agent plan is $49 per seat and caps at two seats on purpose: an agent plus the TC or assistant who actually runs their paperwork. If you are a team of three or more, the Brokerage plan drops the per-seat price to $39 and adds round-robin lead routing and org-wide pipeline visibility.