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Invite only · early access

Save hours on
every transaction.

Transaction Sidekick reads your purchase agreement and builds your transaction automatically: parties, dates, calendar events, and checklists ready before you'd finish entering it by hand.

Contract processed

14 fields extracted · 28 sec

transactionsidekick.com/dashboard
TransactionSidekick
Dashboard
Transactions
Calendar
Today
3 tasks due
Active transactions 8 active
142 Oak Street
Escondido, CA · $595,000
Active
Closes Jun 14 4 tasks left
88 Hilltop Drive
San Marcos, CA · $712,000
Needs attn
Closes Jun 22 7 tasks left
331 Coastline Ave
Carlsbad, CA · $880,000
Active
Closes Jul 8 11 tasks left

Synced to Google Calendar

142 Oak Street · Jun 14 COE

How we help

Give us your busywork.

Every feature is designed to give you time back so you can take on more files without working more hours.

20 minutes of intake, done in 30 seconds
Upload a PDF. Every party, date, and deal detail is extracted and ready to review before you'd finish typing the address.
  • All parties auto-populated: buyer, seller, agents, escrow, title
  • Every contingency date and close of escrow extracted
  • Price, loan amount, and earnest money filled in
Purchase_Agreement_142Oak.pdf
14 fields extracted in 28s
BuyerJames & Maria Chen ✓
SellerRobert Hoffman ✓
Close of escrowJun 14, 2026 ✓
Inspection deadlineMay 28, 2026 ✓
Purchase price$595,000 ✓
Every deadline tracked, across all your files
Key dates sync to Google Calendar automatically. See what's due today and what's closing this week, across every active transaction.
  • Relative labels so urgency is obvious: "today," "in 2 days," "next Thursday"
  • Daily briefing shows what needs attention across all your files
  • Never miss a contingency or closing date again
Upcoming deadlines
TodayInspection removal — 142 Oak St
In 2 daysLoan contingency — 88 Hilltop Dr
Next ThuClose of escrow — 142 Oak St
Jul 8Close of escrow — 331 Coastline Ave
Jul 15HOA docs deadline — 88 Hilltop Dr
Take on more files without more hours
Task checklists, email templates, and activity logs are ready from the moment a transaction opens. Less setup. More capacity.
  • Task playbooks auto-loaded on every new transaction
  • Intro emails, contingency notices, and closing emails with data pre-filled
  • Full activity log so nothing falls through the cracks
142 Oak Street — task checklist
Order preliminary title report
Send intro email to buyer agent
Confirm inspection is scheduled
Send contingency removal notice
Draft ready
Inspection removal — 142 Oak Street
Hi Sarah, please find attached the signed inspection removal for 142 Oak Street. COE remains June 14...

How we're different

Transaction Sidekick vs traditional real estate software

Traditional software TransactionSidekick Transaction Sidekick vs Others
Built for The broker's compliance team The person running the deal The broker's compliance team
Intake 20+ minutes of manual data entry 30 seconds from a PDF upload 20+ minutes of manual data entry
Deadlines Your problem to manage Tracked automatically across all your files Your problem to manage
Setup A week before you see any value Saving time on your very first transaction A week before you see any value
Workflow Adapt to their system Built around how you already work Adapt to their system
How it works

Upload. Review. Go.

1
Upload your purchase agreement
Drop in a PDF. AI reads it and builds your transaction: address, all parties, every contingency date. Done in under 30 seconds. No retyping.
2
Review, confirm, and set up
Walk through the extracted data, add your task checklist, and sync calendar events. One clean flow, five steps.
3
Run your transaction
Track deadlines, complete tasks, draft emails, and log every action across every file, in one place.

Get early access

Get hours back
on every transaction.

Transaction Sidekick is invite-only right now. We set up every user personally so you're saving time from day one, not spending a week configuring a tool before you see any value.

Sign in

Takes about 2 minutes. We'll reach out to schedule a setup call.