Brokerage ActionsFor real-estate brokerages
Transaction work, done in the systems your office already uses.
Brokerage Actions reads the signed paperwork once, prepares the file, deadlines and reminders for review, and carries the approved steps into your transaction platform, email and calendar.
What it handles
The routine file work that takes a coordinator's day.
New files
Listings and accepted offers set up from the signed documents: details, contacts, Key Dates and filing.
Changes
Addenda and amendments reflected in the file, with deadlines recalculated.
Reminders
Calendar reminders for each deadline, and client follow-up prepared on time.
Reports
Seller reports saved as PDFs and marketing templates filled with each listing's numbers.
How it works
From signed paperwork to finished work, with a person in control.
It reads the whole file
Every page of the packet, including addenda, becomes one record with each value tied to its source.
A person reviews
The prepared record and every change are shown for review. Nothing is sent without approval.
It does the approved work
The desktop app fills in your office systems. BA Records keeps each deal's history and deadlines.
Built to be relied on
Transaction work has legal deadlines. The product is designed around that.
- Dates come from tested codeContract deadlines are calculated, not guessed by AI.
- Blanks stay blankA value the paperwork doesn't support is flagged, never filled with a guess.
- Your systems stay the recordThe transaction platform and signed contract win over any draft.
- Private by designClient data isn't sold, used for advertising, or shared with other brokerages.
Access is by invitation
Ask your office for an access code, then install the app.