TransactionFlow
TransactionFlow is a web platform that combines real estate transaction management, client nurturing, and business-growth tools.
What TransactionFlow is
TransactionFlow is a web platform that combines real estate transaction management, client nurturing, and business-growth tools. A shared pipeline, contract-to-close task sequences, deadline management, and more than 200 stipulation handlers organize deals. The platform also includes CRM, e-signing, document storage, calendars, messaging, showings, reviews, analytics, media, and an agent referral network. More than 700 customizable email templates cover buyer, seller, new-construction, and investor transactions. Flow AI drafts status updates, follow-ups, and party communications from transaction data; users review and approve drafts before sending. TransactionFlow names Tether RE, Showami, and CubiCasa integrations, and says it works alongside brokerage, MLS, and transaction systems without brokerage approval or integration. The company configures accounts, imports contacts, loads templates, and activates automations. Plans are billed monthly with no long-term contract. Solo Base costs $77 a month after a 45-day trial; the trial requires a credit card.
Good
- Shared transaction pipeline
- More than 200 stipulation handlers
- 700+ customizable email templates
- AI drafts require approval before sending
- 45-day trial available
Watch out
- No free plan
- Trial requires a credit card
- Paid cancellation requires 30 days' written notice
Who it suits
TransactionFlow is designed for real estate agents, including solo agents, teams, and brokerages. It suits users wanting transaction workflows, communications, documents, and client-management tools together.
Verdict
TransactionFlow brings transaction operations and client communication into one web workspace, with plans organized by agent and team size. Review seat limits, trial terms, and notice requirements before subscribing.
Plans and prices
From TransactionFlow's own pricing page, checked 10 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo Base | $77 a month | 1 agent · no admin or TC seat · core features, 700+ templates and Flow AI · $77/mo after 45-day trial; founding rate locked for 24 months |
| Solo Pro | $127 a month | 1 agent · 1 admin seat · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support · $127/mo after 45-day trial; founding rate locked for 24 months |
| Small Team Base | $187 a month | 2–5 agents · no admin or TC seats · shared pipeline and team analytics · $187/mo after 45-day trial; founding rate locked for 24 months |
| Small Team Pro | $267 a month | 2–5 agents · 1 admin seat · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support · $267/mo after 45-day trial; founding rate locked for 24 months |
| Medium Team Base | $377 a month | 6–10 agents · no admin or TC seats · advanced analytics · $377/mo after 45-day trial; founding rate locked for 24 months |
| Medium Team Pro | $487 a month | 6–10 agents · 2 admin seats · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support · $487/mo after 45-day trial; founding rate locked for 24 months |
| Large Team Base | $557 a month | 11–15 agents · no admin or TC seats · custom roles and permissions · $557/mo after 45-day trial; founding rate locked for 24 months |
| Large Team Pro | $707 a month | 11–15 agents · 3 admin seats · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support · $707/mo after 45-day trial; founding rate locked for 24 months |
| Brokerage | Priced on request | 16+ agents · custom seats and admin access · Seat counts, admin access and support quoted individually; not included in free trial |
The facts
Each one read from TransactionFlow's own pages, with the date it was checked.
What it does
- Brokerage compatibility
- TransactionFlow says it works alongside brokerage platforms, MLS systems, and transaction management tools without requiring brokerage approval or integration.checked 10 Oct 2026
- Client communications
- It includes more than 700 customizable email communication templates covering buyer, seller, new construction, and investor transactions.checked 10 Oct 2026
- Core features
- Listed features include CRM, e-signing and document storage, calendars, messaging, showings, reviews, analytics, media, and an agent referral network.checked 10 Oct 2026
- Deal management
- The platform provides a shared pipeline, contract-to-close task sequences, deadline management, and more than 200 stipulation handlers.checked 10 Oct 2026
- Flow AI
- Flow AI drafts status updates, follow-ups, and party communications from transaction data, and requires the user to review and approve them before sending.checked 10 Oct 2026
- Founders
- The site identifies Kristen Thakur and Lauren McLeroy as co-founders and says they run a Metro Atlanta real estate team.checked 10 Oct 2026
- Integrations
- The site names Tether RE for mileage and expenses, Showami for on-demand showings, and CubiCasa for floor plans and photography.checked 10 Oct 2026
- Intended users
- The maker describes the product as built for real estate agents and lists plans for solo agents, teams of up to 15 agents, and brokerages with 16 or more.checked 10 Oct 2026
- Onboarding
- The company says it configures accounts, imports contacts, loads templates, and activates automations, with account access usually available in under two minutes.checked 10 Oct 2026
- Purpose
- TransactionFlow combines real estate transactions, client nurturing, and business growth in one platform for real estate agents.checked 10 Oct 2026
- Seat limits
- Base plans include agent seats only; Pro includes one to three admin seats by plan size, and additional admin seats require moving up a plan.checked 10 Oct 2026
- Subscription terms
- Plans are billed monthly with no long-term contract; after the trial, paid members must give 30 days' written notice to end their plan.checked 10 Oct 2026
- Support
- Members can schedule a support session during setup, and Pro plans include priority support.checked 10 Oct 2026
Money
- Trial conditions
- Starting a trial requires a credit card, costs $0 at checkout, and can be cancelled before it ends to avoid being charged.checked 10 Oct 2026
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