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TransactionFlow
What TransactionFlow is
TransactionFlow is a web platform for real estate agents that combines transaction management, client nurturing, and business-growth work. Its shared pipeline, contract-to-close task sequences, deadline management, and more than 200 stipulation handlers organize deals through closing. The platform also provides e-signing, document storage, calendars, messaging, showings, reviews, analytics, media, and an agent referral network. More than 700 customizable email templates cover buyer, seller, new-construction, and investor transactions. Flow AI creates drafts of status updates, follow-ups, and party communications from transaction data; users review and approve drafts before sending. Named integrations include Tether RE for mileage and expenses, Showami for on-demand showings, and CubiCasa for floor plans and photography. TransactionFlow says it can work alongside brokerage, MLS, and transaction-management systems without brokerage approval or integration. Plans cover solo agents, teams of up to 15, and brokerages with 16 or more agents. Solo Base costs $77 a month after a 45-day trial.
Who it suits
It suits real estate agents, teams, and brokerages that want transaction, communication, and growth tools in one web platform. Plans are specified for solo agents, teams of up to 15 agents, and brokerages with 16 or more.
What it does well
- Shared pipeline and deadline management
- More than 700 customizable email templates
- Flow AI drafts communications for approval
- E-signing and document storage included
- Works alongside brokerage and MLS systems
What to know first
- No free plan
- Starts at $77 a month
- Trial requires a credit card
- Brokerage pricing is individually quoted
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo Pro | $127/mo after 45-day trial; founding rate locked for 24 months · 1 agent · 1 admin seat · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support | $127 a month |
| Small Team Base | $187/mo after 45-day trial; founding rate locked for 24 months · 2–5 agents · no admin or TC seats · shared pipeline and team analytics | $187 a month |
| Small Team Pro | $267/mo after 45-day trial; founding rate locked for 24 months · 2–5 agents · 1 admin seat · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support | $267 a month |
| Medium Team Base | $377/mo after 45-day trial; founding rate locked for 24 months · 6–10 agents · no admin or TC seats · advanced analytics | $377 a month |
| Medium Team Pro | $487/mo after 45-day trial; founding rate locked for 24 months · 6–10 agents · 2 admin seats · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support | $487 a month |
| Large Team Base | $557/mo after 45-day trial; founding rate locked for 24 months · 11–15 agents · no admin or TC seats · custom roles and permissions | $557 a month |
| Large Team Pro | $707/mo after 45-day trial; founding rate locked for 24 months · 11–15 agents · 3 admin seats · Virtual Staging Pro, Safety Pro, Mileage Pro · priority support | $707 a month |
| Solo Base | $77/mo after 45-day trial; founding rate locked for 24 months · 1 agent · no admin or TC seat · core features, 700+ templates and Flow AI | $77 a month |
The first 8 of 9 plans, as transactionflow.com lists them, read 10 Oct 2026. The maker's own page has the final word. Every plan
Verdict
TransactionFlow brings deal tracking, communication templates, AI drafting, and related real estate tools together. Its paid plans and required trial credit card are important considerations before starting.
Facts from TransactionFlow's own pages
- Brokerage compatibility
- TransactionFlow says it works alongside brokerage platforms, MLS systems, and transaction management tools without requiring brokerage approval or integration. · transactionflow.com, 10 Oct 2026
- Client communications
- It includes more than 700 customizable email communication templates covering buyer, seller, new construction, and investor transactions. · transactionflow.com, 10 Oct 2026
- Core features
- Listed features include CRM, e-signing and document storage, calendars, messaging, showings, reviews, analytics, media, and an agent referral network. · transactionflow.com, 10 Oct 2026
- Deal management
- The platform provides a shared pipeline, contract-to-close task sequences, deadline management, and more than 200 stipulation handlers. · transactionflow.com, 10 Oct 2026
- Flow AI
- Flow AI drafts status updates, follow-ups, and party communications from transaction data, and requires the user to review and approve them before sending. · transactionflow.com, 10 Oct 2026
- Founders
- The site identifies Kristen Thakur and Lauren McLeroy as co-founders and says they run a Metro Atlanta real estate team. · transactionflow.com, 10 Oct 2026
- Integrations
- The site names Tether RE for mileage and expenses, Showami for on-demand showings, and CubiCasa for floor plans and photography. · transactionflow.com, 10 Oct 2026
- Intended users
- The maker describes the product as built for real estate agents and lists plans for solo agents, teams of up to 15 agents, and brokerages with 16 or more. · transactionflow.com, 10 Oct 2026
- Onboarding
- The company says it configures accounts, imports contacts, loads templates, and activates automations, with account access usually available in under two minutes. · transactionflow.com, 10 Oct 2026
- Purpose
- TransactionFlow combines real estate transactions, client nurturing, and business growth in one platform for real estate agents. · transactionflow.com, 10 Oct 2026
- Seat limits
- Base plans include agent seats only; Pro includes one to three admin seats by plan size, and additional admin seats require moving up a plan. · transactionflow.com, 10 Oct 2026
- Subscription terms
- Plans are billed monthly with no long-term contract; after the trial, paid members must give 30 days' written notice to end their plan. · transactionflow.com, 10 Oct 2026
- Support
- Members can schedule a support session during setup, and Pro plans include priority support. · transactionflow.com, 10 Oct 2026
- Trial conditions
- Starting a trial requires a credit card, costs $0 at checkout, and can be cancelled before it ends to avoid being charged. · transactionflow.com, 10 Oct 2026