Transactions

Keep the transaction checklist with the deal

AI employee Sam checks the document list and drafts the packet for review. Your team decides what is complete and sends it.

Start free

14 days on sample data. No credit card. Calls, texts, and email are simulated.

The problem

Three apps, one deal: the contract in one, the signatures in another, the inspection date on a sticky note.

How a transaction moves from offer to signed

Dana records the accepted offer on Tuesday at 3:40 p.m. AI employee Sam opens the transaction room, reads the participants and the checklist, and lists what the packet needs: the purchase agreement, the seller disclosure, and the lead paint notice. It fills the broker-approved agreement form from the record.

Reads
Drafts
You approve
Logged

AI employee Sam’s computer

Live

Inbox

YouDana records the accepted offer on Tuesday at 3:40 p.m. AI employee Sam opens the transaction room, reads the participants and the checklist, and lists what the packet needs: the purchase agreement, the seller disclosure, and the lead paint notice. It fills the broker-approved agreement form from the record.

Sheets

Packet item	Detail	Status
Purchase agreement	Filled from record	Draft
Seller disclosure	Listed for packet	Draft
Lead paint notice	Listed for packet	Draft
Signing order	Lucía, then seller	Draft

Sam is working. Take over to pause Sam and use the computer yourself.

Done: Opens the transaction and reads the participants and checklist
Done: Fills the approved agreement form from the record
Done: Flags the inspection due 7 days after acceptance
Waiting: Waiting for your approval
Next: Both sign in your own e-signature tool

AI employee Sam, Compliance and checks

Sending the signature packet to Lucía and the seller

If approved: Dana approves. The packet goes out through your own e-signature tool, which we set up as a custom build, and both parties sign there. Each deadline task reminds its owner inside Omni. The packet and every task are logged on the transaction.

The packet goes to Lucía and the seller in signing order. AI employee Sam adds three tasks: inspection in 7 days, financing in 10 days, appraisal in 11 days. The packet is not sent and no task is created until you approve.

Nothing is sent until you approve.

What runs alone and what waits for you

Does on its own

Opens the transaction and lists the documents the packet needs
Fills broker-approved forms from the record
Drafts the signature packet in signing order
Creates deadline tasks and flags what is missing

Waits for your approval

Sending a packet for signature
Creating or changing a deadline task
Sharing a document with a client
Moving the transaction to the next stage

Never does

Sign for anyone
Supply a legal form: your brokerage brings its own, reviewed forms
Move earnest money or any funds

Sending, spending and changing records wait for your approval by default. You choose what, if anything, may run on its own, and every decision is logged.

For leasing teams and property managers

A lease moves through the same room: application approved, lease form filled from the record, signing order set, move-in date and first rent on the task list. The same rules apply: a person sends, a person signs, no money moves.

Connects to your tools

Each connection shows its status today.

E-signature
Gmail
Google Calendar
Twilio
Deadline texts and emails

See all 1,500+ tools

We connect 1,500+ tools during setup and build the workflows to match how you work. These are the most common ones. If yours is not listed, we can still connect it. Talk to a person

Cal.com
Calendly
Gmail
Google Calendar
Google Meet
Mailgun
Microsoft 365
Microsoft Outlook
Microsoft Teams
Postmark
SendGrid
Zoom
Aircall
Messenger
Telegram
Twilio
Vonage
WhatsApp
Discord
Google Chat
Slack
Airtable
Box
Canva
Coda
Confluence
Dropbox
Evernote
Figma
Google Docs
Google Drive
Google Forms
Google Sheets
Loom
Microsoft Excel
Microsoft Word
Miro
Notion
OneDrive
SharePoint
Apollo
Close
HubSpot
Pipedrive
Salesforce
Zoho
ADP
Adyen
Braintree
Expensify
Gusto
Klarna
PayPal
Plaid
QuickBooks
Shopify
Square
Stripe
WooCommerce
Xero
Adobe Acrobat Sign
DocuSign
Asana
Basecamp
ClickUp
Jira
Linear
monday.com
Todoist
Trello
Ahrefs
Brevo
Buffer
Constant Contact
Eventbrite
Facebook
Google Analytics
Hootsuite
Hotjar
Instagram
LinkedIn
Mailchimp
Semrush
Similarweb
Squarespace
Vimeo
Webflow
Wix
WordPress
Yelp
YouTube
Zillow
Front
Help Scout
Intercom
SurveyMonkey
Typeform
Zendesk
1Password
Amplitude
BigQuery
Datadog
GitHub
GitLab
Make
Mixpanel
n8n
Okta
PagerDuty
PostHog
Segment
Sentry
Snowflake
Supabase
Zapier

Frequently asked questions

Is e-signature live?

E-signature is in testing today. It runs through your own e-signature tool as a custom setup: we connect your account with you, and the packet goes out only after your approval.

Where do the forms come from?

From your brokerage. Omni does not supply legal forms. You upload your reviewed forms to the form library, and a person other than the uploader approves each one before an agent can use it.

How do deadline reminders reach the agent?

As tasks inside Omni, with a reminder before the date and an overdue flag after it. Your setup includes reminder texts and emails to agents and clients, and every message waits for your approval before it is sent.

Who can see the transaction room?

Staff with the role you give them, and clients only through a portal grant for the exact documents you share. A participant label such as buyer or lender grants no access by itself.

Can it track a rental or a management agreement?

Yes. The same room runs a lease or a management agreement, with the lease form, the signing order, and the move-in date on the checklist.