Top Questions

Frequently Asked Questions

Everything you need to know about our transaction workflow

Real estate transaction processing covers all administrative and verification steps required to move a property deal from agreement to closing. It includes document collection, status tracking, compliance checks and coordination among all involved parties through a single digital platform.

DealForma centralizes all task assignments and document submissions, automates reminders for key deadlines, and provides digital signatures and audit trails. This reduces bottlenecks, limits manual handoffs and enhances collaboration across brokers, legal teams and clients.

DealForma currently supports transactions across all provinces in Canada, offering region-specific form templates, compliance rules and local service integrations to ensure seamless processing from start to finish.

We employ industry-standard encryption, multi-factor authentication and secure data centers to keep your documents and account details protected. Access controls ensure only authorized users can view or edit sensitive information.

Most transactions move through our digital workflow within a few business days, depending on response times from involved parties. Automated status updates and notifications keep everyone informed to help avoid delays.

DealForma integrates with major document storage services, title agencies, legal management systems and regional property databases. These connections streamline data import and export without manual uploads.

Sign up for an account on dealforma.trade, verify your user details and import your first transaction. Our onboarding guide and support team are available to help configure your workflows.

Yes. A live dashboard displays the status of each transaction task, upcoming deadlines and recent activity. Custom filters let you view by property, client or transaction owner.

Our support team is available via email and phone during business hours. In-app chat and a comprehensive help center provide additional guidance on common workflows.