DeedlioReal Estate. Under Control.
SECURE WORKSPACE

Welcome back

Sign in to manage your transactions, deadlines, tasks, and closing workflow.

Your transaction data is protected by account-level Row Level Security.
Deedlio™

Welcome.

Here’s what needs your attention across your transactions.

▣
Active transactions0
▦
Closing next 14 days0
!
Overdue items0
◇
At-risk transactions0

Needs attention

Exception driven

Upcoming closings

Upcoming showings

Next 7 days
Loading showings…

Active transactions

SMART REMINDERS

Email Preview

This is what your client will receive.
Previewing sample client dataActual emails will use the transaction, client, date and agent information.
SMART REMINDERS

Add Custom Reminder

Build the complete reminder here. You can edit it later under its audience.
Who should receive this?
When should Deedlio send it?
Internal Agent reminders stay private and do not send a client email.
SMART REMINDERS

Edit Reminder Message

Customize the client-facing wording for this milestone. Leave fields blank to use the Deedlio default.
Transaction-specific details like the client name, property address, date and time will still be filled automatically.

New Transaction

Transaction setup

Start with the deal type. This controls the workflow template.

Buyer RepresentationPurchase-side workflow
Seller RepresentationListing-side workflow
Both SidesTrack both workflows
Choose a saved package to auto-fill its contract documents after creation.
AI OFFER PREP

Start from the property documents

Optional: scan an MLS sheet and tax/property record, review the results, then fill this page automatically.

Property & parties

Contract terms

These are workflow calculations, not legal determinations. The executed contract controls. Every calculated date can be edited after the transaction is created.

Compensation & file setup

Estimated commission
$0
Estimated before taxes and unentered brokerage fees.

Review & create

Review the file before Deedlio generates the workflow.

Generated deadlines

Upload Contract Template

AI will identify the document and map its fillable PDF fields to Deedlio data.
Drop all of your blank contract documents here

Select one PDF or an entire buyer/listing form set. Deedlio will review each document and preserve it as a reusable template.

Create Document Package

Save as many buyer or listing packages as your business needs.

Documents

Prepare E-Sign Template

Place signature, initials, date, and signer fields on the document.
Opening the secure BoldSign editor…

Edit Contact

Update the transaction party details used for calls, texts and email.
Call and text buttons use the phone or calling app configured on the device.

Upload Transaction Documents

Upload one file or several. Legal and signature documents stay original; safe large files are optimized only when validated.
Choose a type yourself, or let AI identify each file.
Useful for names such as “Addendum #2 – Closing Extension.”
Files are stored in the transaction's private document storage.

AI Document Review

Review only — transaction data is never changed automatically.
D

Document Editor

Document finishing
125% Click Add Text, then click the document.

Add Relationship Note

Record the conversation, motivation, objections, or next step.

Add Follow-up

Schedule the next action while the conversation is fresh.