Transaction Management Simplified

A simple solution that enhances the transactional experience for your staff, agents, and clients.

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Quick Demo of Transaction Management

Here’s How Sweet Assist Can Help:

Agent, Team, & Broker Workflows

Fully customizable transaction management workflows for agents, teams and brokers.

Customize Transactional Task Management

Integrate your own systems, tasks and processes among multiple roles.

Seamless Integration & Onboarding

Done for you set -up. Our team will help make your onboarding seamless.

Auditing That Saves Time

Simplified auditing, compliance, and record keeping with full transparency.

File Sharing Among Multiple Parties

Easily share files with agents, transaction coordinators, staff, and team.

Video Email For Enhanced Customer Service

Video email system right inside the transaction room to communicate with clients! (Coming Soon)

Vendor Management

Promote your preferred vendors throughout the entire transaction process.


Zapier Integration for most major softwares so you can have everything in one place.

Client Facing Log In

Client facing login and full transparency. Lets clients follow along during the transaction.


Ability to map, template and sign documents digitally.

Document Template Building

Ability to template, auto-create documents and send out for digital signature.


Ability to pay all of your agents directly from your bank account to theirs with a click of a button at the closing of each transaction.

QB Integration

QB online will fully integrate with Sweet Assist and all of your transactions making you more efficient and accurate on a daily bookkeeping basis.

LMS Training System

Ability to create and assign courses/lessons to specific agents within the system while tracking fulfillment of these trainings.

Tiered/Capping Commission Plans

Ability to set and forget Commision plans for flat fees, percentages and different tiers specific to each and every individual agent.

We're A Real Estate Brokers Best Friend.

We Help Everything Run Smooth, So You Can Focus on Growing Your Business.

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