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Real Estate Transaction Management. Made Easy.

  • Store hundreds of contacts, forms, template messages, and tasks in your digital filing cabinet.
  • Easy access to reports, archives, support, and help videos.
  • The global calendar displays all task statuses for each transaction in one central location.
  • Unlimited open listings. Pricing is based on closed transactions.
  • Stay on top of past-due tasks.
  • Sending messages from within SettlementRoom ensures a complete audit trail. It’s your essential risk-reduction tool.

SettlementRoom is real estate’s only fully integrated, end-to-end business transaction management system (TMS). It allows you to deliver exceptional service to your clients, offering greater transparency and control of transactions throughout the entire closing process.


SettlementRoom keeps you on top of key milestones and helps you track, maintain and manage all transaction activities throughout the closing process. All parties can check the status at any time with nothing more than an internet connection and a password. Regulatory compliance is a challenge easily solved by SettlementRooom. A clear audit trail protects you from liability claims, and keeping that trail in digital form means that you can easily retrieve and forward archived documents when called upon. SettlementRoom is by far your best tool to manage risk, so contact us today and see how SettlementRoom can safeguard your business.


Real Estate Broker Owners

Power Agents & Teams, Coordinators & Assistants

Title, Escrow, & Mortgage Companies

  • Features

  • Unlimited open listings and users
  • Unlimited data storage and archives
  • Secure access to transactions for all parties
  • Control viewing permissions for documents
  • Email in documents and conversations directly to transactions
  • Task reminders to monitor transactions
  • Global calendar with all task statuses for each transaction
  • Customizable reports
  • Brand your account with your company logo
  • Full audit trail of the entire transaction process for regulatory compliance
  • Work from anywhere (mobile & tablet friendly)

I emailed Emphasys Software’s support department with an inquiry and they responded immediately with an answer. In five minutes I had the file reactivated, and all paper trails intact. Just another example why we’ve used SettlementRoom since starting in real estate. It’s the best investment we’ve made for our business.

Mary Jo and Seymour West, Keller Williams Realty