Platform Overview CDA Management Reporting & Analytics Follow Up Boss Integration Review Automation CTC & Compliance Pricing Smart Task Lists
Transaction Coordination
Overview Buyer Process Seller Process FAQ Pricing
Join Us
Signup Login

Review, Quality Control, & Recruiting Automation

  • Do you email every quality cooperating agent after a successful transaction?
  • Does every agent in your office email every happy client & request a review?
  • Do you email every buyer or seller your agents close to see how your agent & agency performed?

Your answer is probably, "No, but I know that I should."

Transactify automatically sends a review request to your agents' happy clients after closing (from that agent.) Transactify also sends a recruiting email to the cooperating agent when it's a great transaction (from you.) Finally, Transactify sends a Quality Control email to your agents' clients after closing so that you can get honest feedback on your agents' performance (from you.) Worried about sending these emails when the transaction wasn't so great? Don't worry. We have you covered.

Sounds pretty great, right? It is.

We've sent thousands of clients & agents review requests, recruiting emails, & quality control surveys. We've helped agents & brokerages get thousands of reviews and we've helped brokers open up hundreds of conversations with agents who would be a good fit for their firm.

Our templates, frequency, & settings are fully customizable, but we have the secret sauce. Here it is:

Review Request to Client (from agent)

This email will send an email to an agent's client(s) 1 day after closing & gather a review for the agent.

Sent 1 day after closing if the client is rated 4+ stars.

EMAIL SUBJECT: Thanks For Your Business! A Quick Request?



I wanted to reach out and thank you again for your business! It was a pleasure working with you and I’m very excited that we were able to help you with your sale.

I do have a favor to ask. Would you mind leaving me a review online? Most buyers and sellers check the internet when they’re evaluating agents and reviews from past clients help me considerably. Please let me know if that's something you'd be willing to do and I can send over the links.

Thank you!


Quality Control to Client (from broker)

This email will send out from the broker's email address 3 days after closing in order to gather a review for the entire brokerage. These are also a great way to get feedback from clients on how tour agents can improve.

Sent 3 days after closing if the client is rated 3+ stars.




Thank you very much for your business! I am the broker at [[[[INSERT COMPANY NAME]]]]. I wanted to personally thank you for working with us on your sale at {PROPERTY_ADDRESS}.

I always like to recognize agents when they do a great job and I also like to find areas that we can do better as a company or that our agents can do better. If you have time, would you mind letting me know how your transaction went and if there is anything that we or {AGENT_FIRST_NAME} could improve upon?



Agent Recruiting Email (from broker)

These Agent Recruiting emails are a great way to open up conversations with agents that your company is working with & recruit them to your team. This email will send to cooperating agents rated 4+ stars (you or your agents will need to rate the agent on their contact page) 2 days after closing.

EMAIL SUBJECT: Thank you for your excellent work!



I’m [[[[BROKER NAME]]]], broker for [[[[BROKERAGE NAME]]]]. I want to congratulate you on the closing for {PROPERTY ADDRESS}.

Our agent {AGENT_FIRST_NAME} {AGENT_LAST_NAME}, who co-brokered this transaction with you, notified me you were an exceptional agent to work with. Thank you for the professional way you conduct your business. You’re a true credit to the real estate industry.

Please let me know there is anything else we can do to improve the level of service or training as a brokerage firm. See you in the neighborhood.


-- [[[[SIGNATURE]]]]


100% free to get started. No credit card needed!

Transactify is the most advanced transaction & CTC management application on the market. If you're interested in a demo and a limited free trial, please enter your information below.


Transactify takes the headaches out of running a residential brokerage. We have one easy-to-use system that takes care of the most tedious parts of the business. Agents simply upload their new transactions and brokers can quickly review for compliance and approve commission disbursements. We have every past deal with all related files going back to 2014, and we can access this information immediately from any web browser. The system also creates leasing invoices and tracks payments, and it tallies all of the agent's earnings for a quick 1099 report to simplify year-end accounting. When we needed to transition to working remotely, it was a completely seamless experience. Transactify has honestly become the backbone of our brokerage.

Jim Olenbush
Broker at AustinRealEstate.com

Our team loves Transactify! Having a listing coordinator, transaction coordinator, and over 30 agents on the team, it's a great system to keep everyone informed on the status of a file! Easy and simple to use unlike the other transaction softwares on the market.

Adam Olsen
Broker at Arcadi Realty

I'm really starting to play with the goal features and my god I love this system, I'm so glad we switched.

Jessica Flower
Agent + Transaction Coordinator at Arcadi Realty

Transactify is basically Mission Control for my brokerage. I login and know immediately if I need to turn any commission disbursements, as well as see how the brokerage is performing compared with years past, and what our revenue pipeline looks like for the near future. Our TCs love it. They have one place to login and know exactly what their task list looks like for the day & week. We literally couldn't operate without it.

Eric Bramlett
Broker at Bramlett Residential

Transactify is a staple of my business and I don't think I could grow my team as well without it. I'm able to look at agents' production at a glance whenever I want. We use it when we coach our agents, looking at their lead sources and patterns of growth. And the transaction management is so simple and easy to use. I'd recommend it to any team leader or broker that's looking to grow their business and increase their agent's production.

Ryan Rodenbeck
Broker at Spyglass Realty

I was one of the early adopters at Transactify and our team has been on the system for 4 years now. I can say, without a doubt, that this is the most straightforward and simplest to use system on the market. You rarely get to say that about something so integral to your business - robust features are usually hard, but Transactify just makes it easy. I'm a huge fan and our agents love it!

Rick Orr
Broker/Owner at Vince Realty


We're huge believers in the KISS model. Our pricing is also super simple & everything is month to month.

  • 1-10 Users

    per month
  • 11-20 Users

    per month
  • 21-30 Users

    per month
  • 31+ Users

    $249 + $5
    per user / month