Transaction Workflow Stages
1. Reservation Fee & LOI
Responsible Team: —
2. Due Diligence & Legal Approval
Responsible Team: —
- •
3. Escrow Deposit & First Installment
Responsible Team: —
- •
4. Final Handover & Notary Signing
Responsible Team: —
Solution / Transaction management
A residential transaction touches sales, legal, finance, and the buyer across months of coordination. Without a shared system, nobody has a clear picture of where things stand, and that's where errors happen.



/ The Challenge
After a buyer reserves a unit, the file moves through multiple teams, each with their own systems, their own handoffs, and their own assumptions about who has what.
Contracts pile up in email threads. The wrong draft goes out. Or the bank information is outdated. Or sales assumes legal has the buyer's documents and legal assumes sales sent them.
Payments require constant manual chasing. Finance has to study the contract to know when a payment is due. When it arrives, sales and finance exchange emails back and forth with proof of payment before anyone can confirm receipt to the buyer.
Material selections create a coordination burden. Buyers choose finishes and fittings, and those choices have to reach the right suppliers at the right time. When it happens over email and phone calls, mistakes go to site. Corrections cost time and money.

Disconnected Handoffs
Contract & Payment Errors
Supplier Coordination
One module. All three problems.
contracts are generated automatically from the deal record, with all information pre-filled and verified. Sales, legal, and the buyer all work from the same source. No conflicting versions, no missing attachments.
milestone dates, amounts, and statuses are tied directly to the contract. The right people are notified automatically when payments are due or received. Everyone sees the same status in real time.
buyer choices are documented, confirmed, and stored against the unit record. Suppliers receive what they need directly from the system. What was agreed is what gets built.
when a reservation is made, the transaction workflow starts automatically. When a contract is signed, the payment schedule activates. Everything moves together.

I cannot imagine going back to manual contract creation. Realpad saved us tens of hours of time and helped us satisfy even the most demanding buyers on our high-end projects.