TransactionDesk Reviews & Product Details

TransactionDesk Overview

What is TransactionDesk?

TransactionDesk is the leading cloud-based Transaction Management service used in Real Estate.TransactionDesk comes equipped with everything a brokerage needs to manage, execute and process a deal, including electronic forms, eSignature, client communication and document storage.

TransactionDesk Details
Product Description

TransactionDesk is the leading cloud-based Transaction Management service used in Real Estate.TransactionDesk comes equipped with everything a brokerage needs to manage, execute and process a deal, including electronic forms, eSignature, client communication and document storage.


Seller Details
Seller
Lone Wolf Real Estate Technologies
Company Website
Year Founded
1989
HQ Location
Cambridge, Canada
Twitter
@GetLWolf
10,198 Twitter followers
LinkedIn® Page
www.linkedin.com
313 employees on LinkedIn®

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TransactionDesk Reviews

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Marketing Administrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I love that transaction desk makes it so easy to keep our real estate team on the same page when it comes to our documents. The tools in transaction desk have helped us stay much more organized & helps us to keep our administrative team up to date in every step of our real estate transactions. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the administrative team needs to be sent a separate email to say that we've added documents if the documents are not labeled mandatory in the transaction. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need an easy to use system to keep your agents, and administrative team on the same page with documents this is the program for you! It has helped so much with keeping our agents accountable & our administrative team in the loop. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have all our documents filed, easy to find & updated at all times now. It allowed our team to go paperless for the most part, as we also partner with Authentisign for e-signing. We don't need to go to the office to see if we have the documents up to date for our files, just a quick check on our phones or laptops & we're all set! Review collected by and hosted on G2.com.

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Investor Relations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

This program allows you to track a transaction from beginning to the very end. The best part is that you don't have to use multiple programs. This program houses everything you need from client information, signed documents, and even MLS information. It allows you to easily complete offers and addendum's with pre-filled information. Review collected by and hosted on G2.com.

What do you dislike?

There are not a lot of options for integrations with other programs. It integrates with Authentisign and MLS which is great, but if you utilize anything else, it isn't as user friendly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The best benefit is reduction of other programs. It makes it difficult when you have to utilize multiple programs to get the job done. With Transactiondesk, that is all you need. Review collected by and hosted on G2.com.

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Marketing Specialist
Construction
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I love being able to create Transaction Templates and Checklists for different types of transactions. For instance, there could be a set of forms and all of the necessary documents needed for a Condo sale, a Residential sale, or a Land sale. Once you set it up, all of the forms are right there and you don't have to go searching for them every time. I also like being able to use the Clauses feature when writing up a contract or addendum. If there are certain clauses that you use again and again such as a home inspection statement, you can choose it to plug into a section of the contract. Review collected by and hosted on G2.com.

What do you dislike?

I would like the Auto Populate feature to be returned. Once a transaction is set up with all of the details such as the names of the parties involved and contract dates, most of the forms are automatically pre-populated with all of the information. However, sometimes forms are not populated with all of the information and it was helpful to be able to populate transaction information into several forms at once with the push of a button. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can take TransactionDesk with me using the Linked Devices feature for iPhone. This is extremely helpful for situations such as clients needing to sign contracts or if you need to resend documents to a client and you're not at the office. I also would like it if there were more options for integrations. Review collected by and hosted on G2.com.

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PR Strategist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Being able to accumulate all the forms with all parts and collaborate with coworkers Review collected by and hosted on G2.com.

What do you dislike?

not always intuitive, the learning curve is a slow for me. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Most productive software i've used Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This solves file retention, signing, save a lot of money on paper. Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like that all forms approved by the board are easily available. Also, you can create templates for buyer's and seller's. Different templates for listing short sales, etc. Works in conjunction with Authentisign. Review collected by and hosted on G2.com.

What do you dislike?

I don't like that the files are not retained in the system if you move brokerages. They should be able to be accessed by the original brokerage and the agent for the required 7 years. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is not mandatory that we use Transaction Desk for our completed files, but it does make it simple to make checklists for the brokers and upload other worksheets to make a complete file. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It works great for QC. Can easily check the documents for dates, signatures, etc. Review collected by and hosted on G2.com.

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Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

This program allows you to keep all real estate transactions in one place. You are able to store, edit, send out docs for signature, print and more. Being self-employed, the ability to do all of these things in one place is a tremendous help. This program also has an app which has been awesome! Review collected by and hosted on G2.com.

What do you dislike?

There is currently nothing I dislike about TransactionDesk! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

TransactionDesk is extremely user friendly and a wonderful tool to aid in your real estate business. I would absolutely recommend this product! It will save you time and headache when you need to quickly get docs out to your clients. It is also a huge help in keeping your files organized. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am able to complete a full transaction in one place. Documents come in from many parties during a transaction and I am able to easily upload/save them to one place. It has helped with efficiency and allowed me more time with clients and less time dealing with paperwork. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Allows for simple transactions without the excessive amount of options. Modern. Review collected by and hosted on G2.com.

What do you dislike?

There could be more transaction options. Sometimes there is a lag. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Quicker customer checkouts and customer information/ demographics. Review collected by and hosted on G2.com.

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Transaction Coordinator
Civic & Social Organization
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The best thing about TransactionDesk is the ability to manage all transactions and signings within one platform. Review collected by and hosted on G2.com.

What do you dislike?

My least favorite part about TransactionDesk is that it is not super intuitive. I also dislike the functionality of "designing" the documents (to add signatures and text). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend that users considering TransactionDesk give it a shot for a month to see if it is a good fit. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

TransactionDesk allows our business to manage and store all pertinent documents for every real estate transaction our team executes. The greatest benefit is that you can both manage transactions and obtain signatures all within one place. Review collected by and hosted on G2.com.

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AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Quick pull of stabdard docs and autofill Review collected by and hosted on G2.com.

What do you dislike?

Field customization and spacing. Document downloads often lag and run slowly Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Streamlining document completion Review collected by and hosted on G2.com.

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