Real Estate Deal Management Software
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We focus on building innovative IT solutions designed to improve efficiency, reduce costs, and support long-term business success.
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Built for Every Type of Real Estate Transaction
Many agencies still rely on spreadsheets, email chains and manual reminders to manage active deals.
They manage:
Track sales from accepted offer through to final completion.
Track commercial leases, contract terms and key milestones.
With built-in collaboration tools, your sales, marketing, and support teams can work together seamlessly customer interaction.
Configure deal stages and processes to match your agency’s operating model.
Complete Visibility Throughout the Deal Lifecycle
Every transaction follows a clearly defined process.
Management teams gain real-time visibility into the status of every active transaction.
Centralised Document Management
Centralised Document Management
Every deal generates important documentation.
EPIC Agent CRM keeps everything organised within the deal record.
Store and manage:
- Reservation agreements
- Promise of sale agreements
- Lease agreements
- Commercial contracts
- Identification documents
- Compliance records
- Supporting documentation
This creates a complete digital record of every transaction.
Never Miss an Important Deadline
Never Miss an Important Deadline
Real estate transactions often involve multiple dates and obligations.
EPIC Agent CRM automatically tracks:
- Contract deadlines
- Expiry dates
- Follow-up tasks
- Compliance milestones
- Document requests
- Signature requirements
Automated reminders help ensure that critical actions are never overlooked.
Automatic Commission Calculations
Automatic Commission Calculations
Managing commissions manually can be time-consuming and prone to error.
EPIC Agent CRM automatically calculates commissions based on your agency's rules and structures.
Calculate commissions for:
- Sales agents
- Letting agents
- Referring agents
- External referrers
- Branch offices
- Management structures
This improves accuracy while reducing administrative workload.
Integrated KYC and Compliance Workflows
Compliance is becoming increasingly important for real estate agencies.
EPIC Agent CRM supports Know Your Customer (KYC) processes by helping agencies collect, manage and monitor compliance documentation throughout the transaction lifecycle.
This helps reduce risk while ensuring that compliance requirements are completed consistently.
Gain Complete Control Over Your Transactions
Management teams can monitor:
This provides a clear overview of business activity and future revenue.
Finance System Integration
Once a transaction is completed, financial information can flow directly into your accounting processes.
This reduces duplicate data entry and helps ensure consistency between operational and financial records.
Benefits include:
- Improved accuracy
- Faster invoicing
- Reduced administration
- Better financial visibility
Gain Complete Visibility Across Your Business
More Than a Sales Pipeline
Unlike generic CRM systems that stop at opportunity management, EPIC Agent CRM continues supporting your team after the agreement has been reached.
The Deal Management module provides a complete transaction management solution designed specifically for real estate agencies, helping ensure that every deal progresses smoothly from handshake to completion.
Ready to Generate More Leads?
Discover how EPIC Agent CRM can help your agency attract more enquiries, respond faster and convert more opportunities into revenue.
Book a personalised demonstration today.