Workflow templates, document management, audit logs, and integrations
Access essential templates and a single-user workspace to pilot case-driven transaction flows.
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Collaboration features for agents and admin staff, with reminders and shared checklists.
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Enterprise controls, integrations with legal and trust-account systems, and advanced reporting.
Choose this planDealMFlow organizes features into modules that mirror common transaction phases: pre-listing preparation, offer negotiation, due diligence management, funding coordination, and closing checklist execution. Each module includes at least two scenario examples, a timeline template, and a recommended role matrix that specifies responsibilities for agents, assistants, lawyers, and lenders.
Use example-driven checklists that evolve with each transaction. Teams can copy a completed case as a new project, preserving timestamps and task assignments for training and continuous improvement.
All offer revisions and counteroffers are captured as a threaded timeline linked to documents and approval steps so teams can reconstruct decision paths for disputes or compliance reviews.
Trigger reminders, document requests, or task assignments when specific conditions are met, such as funding approval, inspection results, or deposit confirmation. Automation is rule-based and configurable per scenario.
Export a complete transaction package including communications, signed checklists, and timestamps. This export supports internal audits and handoffs to legal or compliance teams.
Case-driven onboarding materials help new agents learn by example: each onboarding path pairs a sample deal with role-specific tasks and common exceptions, reducing ramp time.
Run a pilot scenario with your current listing
Select a plan that matches your team size and transaction complexity. Use pilot scenarios from DealMFlow.club to measure time savings and error reduction in a controlled way before scaling across your office.
Starter access to scenario templates, single-user workspace, and basic reporting to try sample workflows.
Team collaboration features, shared templates, automated reminders, and role permissions for small agencies.
Advanced automation, integrations with trust accounting and legal workflows, SSO and tenancy-level admin controls for consulting.
All plans include access to scenario libraries. Local legal or business advice should be obtained where required.
Access step-by-step templates, role-specific checklists, and sample timelines used in actual deals to reduce friction across negotiation, inspection, funding, and closing stages. Each workflow is anchored in a documented case so teams can adapt proven sequences to their own process.
Local use cases
Each scenario in DealMFlow includes a before/after sequence detailing task counts, handoff points, and time spent per stage. These quantifiable case notes help teams choose which templates to adopt and adapt to their office practices.
Metrics reflect aggregated results from agencies that followed the included scenario templates and adjusted role assignments accordingly.
A case study showing step sequencing between developer sales, purchaser funding contingencies, and strata handovers; includes a conditional milestone for defect liability checks.
Practical example of aligning bank funding timetables with inspection and valuation releases so deposit handling and keys release occur without administrative delays.
A documented path from successful auction bid to post-sale transfer, including trust account instructions and statutory form checklists tailored for Malaysian transactions.