Streamlined Real Estate Transaction Processing

DealForma provides a unified digital solution for managing all steps of your property transaction lifecycle. From document submissions to final closing, our platform ensures clarity and consistency at every stage.

How It Works

End-to-End Digital Workflow

Our platform centralizes all transaction tasks, enabling stakeholders to collaborate, track deadlines and maintain compliance without manual handoffs.

Document Collection

Automate the gathering and validation of property documents, vendor statements, and compliance forms through a secure portal accessible by all parties.

Task Tracking

Monitor each step of the transaction with customizable checklists, automated reminders and real-time status updates on pending and completed items.

Compliance Workflow

Ensure regulatory requirements are met by integrating audit trails, digital signatures and standardized form templates across provincial jurisdictions.

Closing Coordination

Coordinate final approvals, fund disbursements and title transfers through a guided process that aligns legal, financial and logistical tasks.

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Contact
Aisha Patel

Aisha Patel

Head of Operations

Sophia Martinez

Sophia Martinez

Client Services Manager

Key Features

Explore the core functionalities designed to simplify and secure each phase of property transaction processing.

Customizable Checklists

Tailor task lists to match regional regulations, business rules and stakeholder roles for a consistent process every time.

Automated document assembly

Real-Time Status Tracking

Monitor every stage of a real estate transaction from initial offer to closing with live updates and notifications.

Stay informed at every step

Secure File Sharing

Share sensitive documents with colleagues, clients and legal partners using end-to-end encryption and access controls.

Protect client data

Compliance Monitoring

Automatically validate forms and filings against Canadian regulatory requirements, reducing risk of omissions or errors.

Meet regulatory standards

Electronic Signatures

Speed up approvals with fully integrated e-signature capabilities that meet legal standards across all provinces.

Sign faster, close sooner

Analytics Dashboard

Gain insights into transaction timelines, bottlenecks and team performance with customizable reports.

Data-driven decisions
Why DealForma?

Streamline Your Closing Process

Accelerate Paperwork

Eliminate repetitive tasks with templates and automated workflows that adapt to each deal’s unique requirements. Our platform guides you through document creation, review and finalization without manual handoffs.

Speed
Accuracy
Documents processed
Documents processed

Centralized Hub

Access all transaction files, notes and correspondence in one organized workspace, available on desktop and mobile.

Automated Alerts

Receive instant notifications about upcoming deadlines, missing signatures or required approvals so nothing slips through the cracks.

Role-Based Permissions

Grant custom access levels to agents, lawyers and lenders to ensure that each participant sees only what they need.

Documents processed
15,000+
Documents processed
98%
Client satisfaction

Customized Workflows

Build and save tailored transaction paths for different property types, regions or agency practices. Reuse proven processes to reduce setup time and maintain consistency.

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Get in Touch

Have questions about our transaction services? Send us a message.

We’re here to help

Reliable digital workflows for every transaction.

Additional Resources

Discover how DealForma simplifies every step

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Integration Support

Connect with Your Tools

Enjoy seamless integrations with MLS systems, CRM platforms and cloud storage providers to keep your data in sync.

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Regulatory Updates

Stay Informed

Receive timely bulletins on provincial guideline changes and best practices straight to your dashboard.

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Training & Onboarding

Expert Guidance

Get step-by-step training sessions and a dedicated support team to accelerate your team’s adoption of the platform.

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Integration Ready

Prebuilt connectors and an open API let you link DealForma with your existing software stack in minutes.

Continuous Compliance

Automatic rule checks ensure forms are complete and adhere to the latest provincial regulations throughout the year.

Expert Support

Access live chat, email assistance and a knowledge base maintained by industry professionals familiar with Canadian real estate practice.