Set up takes minutes. After that, every new deal follows the same effortless flow. You review; TransactIQ does the rest.
Drag in the executed TREC PDF. Tell TransactIQ whether you're on the buyer or seller side — that's the only setup it needs.
In about 30 seconds, parties, financials, and every deadline are extracted and laid out on an editable timeline. Tweak anything that needs it.
TransactIQ emails the right party as each deadline approaches — title, lender, inspector, buyer, seller — with the correct agent CC'd.
When responses come in, AI drafts contextual replies and files attachments. You review, edit if needed, and send.
Drop the contract PDF into TransactIQ. It accepts standard TREC forms, including DocuSign-flattened and scanned documents. Choose your side and you're done — the rest is automatic.
Computed dates — option period, financing, appraisal, closing — appear alongside the raw contract dates. Everything is editable, so you confirm what matters and move on.
A daily job checks for deadlines coming due and sends a clean, professional reminder to the responsible party. Need to send now? One click does it, with a full history logged per deadline.
Action required: Financing approval — 1601 Oak Bend Dr — due Jun 30 (3 days out). Please confirm status.
TransactIQ polls your connected inbox, matches replies to the right deadline, and drafts a contextual response. It marks tasks complete on the timeline — but never sends anything without your approval.
"Confirmed, thanks! We're on track for the Jun 30 financing deadline. I'll send the appraisal update next week."
TransactIQ is built around Texas TREC residential contracts and their common addenda. It reads the full document — including scanned and DocuSign-flattened PDFs — so dates on signature pages aren't missed.
Reminders can run on a daily schedule once you turn them on, using clean templates. AI-drafted replies are never auto-sent — you review and approve each one. You're always in control of what leaves your inbox.
You connect your own Gmail securely through Google OAuth on the Settings page. Your access tokens are encrypted at rest and scoped only to you — there are no shared mailboxes or passwords.
Yes. You choose buyer or seller side per deal, and TransactIQ tailors the tasks, recipients, and due-date rules — and automatically CCs the correct agent on outgoing messages.
Uploaded contracts are processed to extract the fields and then removed from temporary storage. Documents that arrive as email attachments are filed against the matching transaction in your vault.
Upload a contract and see the full timeline build itself — no card required.