TransactIQ handles the repetitive, error-prone parts of coordinating a transaction so you can focus on clients. You stay in control of every email and every date.
Upload a TREC PDF and Claude reads the entire document — parties, financials, and every date — including the effective date hidden on the signature page.
Computed option, financing, appraisal, and closing dates appear instantly. Adjust anything inline — you remain the source of truth.
A daily job sends the right reminder to the right contact as deadlines approach — or send any reminder on demand with one click.
When a party responds, TransactIQ reads the thread and drafts a contextual reply for your review. Nothing is ever sent automatically.
Buyer, seller, agents, title, lender, and inspector are tracked per deal — with the correct agent CC'd on every message automatically.
Reply attachments — receipts, addenda, disclosures — are captured automatically and filed against the right transaction.
As tasks finish, deadlines check off the timeline with a green status — so you can see a deal's health at a glance.
Connect your own inbox with Google OAuth. Tokens are encrypted at rest and scoped to you — there are no shared mailboxes.
Tell TransactIQ which side you represent and it tailors every task, recipient, and due-date rule accordingly.
Most tools skim the first page. TransactIQ sends the full document to Claude so nothing is lost — the effective date on the last signed page, special provisions, and amendment dates all come through.
TransactIQ is built to assist, not replace. Reminders use clean templates you can trust, and every AI-drafted reply waits for your review. You decide what goes out and when.
Start free, upload a real file, and watch the timeline build itself.