A working brokerage transaction tracker — following every deal from accepted offer to closing, with tasks, documents, milestones, and deadline reminders in one live app — is ready in minutes from one prompt. Describe your closing process to Taskade Genesis and it builds a relational transaction management app with 7 project views, embedded AI agents, and reliable automations that chase every deadline automatically. No developer, no per-transaction SaaS fee.
Your live demo: Sales Pipeline Dashboard
The Sales Pipeline Dashboard is running in your browser right now. See deal stages, task lists, and document records across Board, Table, and Gantt views — then click Use this app to clone a working copy into your workspace in about ten seconds. You own the app, its data, and its agents outright with no per-seat lock-in.
What Taskade Genesis builds from your closing process
- Relational transaction model — deals linked to buyers, sellers, agents, attorneys, documents, and key dates via the Relationship field. A transaction record connects to every task, every document, and every person who needs to act — all in one place.
- 7 project views on one dataset — Board for closing stages (Under Contract / Inspection / Financing / Clear to Close / Closed), Table for deal records and deadline columns, Calendar for key dates (inspection, appraisal, closing), Gantt for the full transaction timeline with dependencies, List for daily task queues.
- Embedded AI agent with 33 built-in tools — persistent memory tracks every deal's history and open items; the agent flags approaching deadlines, summarizes what is still outstanding this week, and drafts status update emails to all parties.
- Built-in reliable automations — offer accepted → full task list created; inspection scheduled → buyer and inspector notified; deadline approaches → all parties reminded; deal closed → commission and document archiving triggered. Branching and looping, no run quotas.
- 100+ bidirectional integrations — connect e-signature tools, sync closing calendars, push status alerts to Slack, log commissions to QuickBooks.
Workspace DNA keeping every deal on track
Memory holds every deal, deadline, and document. Intelligence (15+ frontier models from OpenAI, Anthropic, Google, plus open-weight providers) surfaces slipping timelines and missing items before they cost you a closing. Execution chases every stakeholder automatically — while you focus on the next deal. Nothing slips, nothing gets lost in email.
Getting started
- Open Taskade Genesis and describe your closing stages, required tasks, and key dates.
- Clone the live demo or generate a custom version.
- Add automations to create tasks at each stage and remind all parties of deadlines.
- Connect your e-signature and calendar tools via integrations.
- Share with agents and transaction coordinators — no per-editor pricing.
Pair it with the real estate lead CRM, the listing and property tracker, and the real estate sales pipeline. Explore more deal management tools in the Community Gallery.
Common questions
Can the app generate the full task list for a new transaction automatically?
Yes. A reliable automation triggers when a deal moves to "Under Contract" and creates the full closing task list — inspection, appraisal, title, financing, final walkthrough — with assigned parties and due dates.
Can I store documents like purchase agreements and inspection reports inside the transaction record?
Yes. Documents are attached to the transaction record via the Relationship field. Everyone with access can find the right document without digging through email threads.
Can a transaction coordinator and multiple agents work in the same deal without confusion?
Yes. Role-based access lets you assign view or edit permissions per person. Board view shows everyone the same deal status in real time — no version-control issues.