Solo agent plan

Perfect for productive agents who want automation, clarity, and fewer late-night admin tasks.

Pricing

$199/month (~~$279~~)

$2,030/year (save 15%)

Is This Plan Right For You?

Perfect For:

Busy solo agents handling 12-40+ transactions per year who are tired of:

  • Missing deadlines because everything's scattered across email, text, and sticky notes

  • Staying up late wondering "Did I send that update to the lender?"

  • Having no documentation trail if something goes wrong

  • Manually copying/pasting the same updates to 15+ people per transaction

  • Starting from scratch on every single deal with no templates or automation

The 3 Pain Points We Solve

Disorganization with

no systems in place

Stop relying on memory and sticky notes

No CYA

documentation

Protect yourself with a complete paper trail of every communication

Missed deadlines & dropped communications

Never forget to update a party again

What's Included

Full TransactionFlow

Platform Access

Your own branded transaction management system with everything you need to manage deals from contract to close.

Automated

Client Communication

Stop manually updating everyone. One action = automated updates to all parties (buyer/seller, lender, title, attorney, etc.). Every message documented and time-stamped.

Pipeline + Dashboard

Views

See every transaction status at a glance. Know exactly where each deal stands without digging through emails.

Task + Deadline

Management

Never miss another deadline. AI tracks every critical date (inspection, appraisal, closing) and sends you proactive reminders before things fall through the cracks.

AI Reminders &

Message Drafts

AI suggests follow-ups, drafts professional messages, and reminds you of upcoming deadlines. Like having an

assistant who never sleeps.

Mobile + Desktop

Access

View all communication and documents organized from anywhere with TransactionFlow app on desktop or phone. Never miss a task or step - whether you're at an open house, showing properties, or on the couch at night.

Buyer + Seller

Communication Templates

Pre-built, professional templates for every stage of the transaction. Customize them to your brand and state compliance requirements.

Full Workflow

Customization

Customize emails, messages, branding, and workflows to fit your exact needs and state compliance

requirements.

Uniform

Branding

Your brand on all communications. Professional, consistent messaging on every touchpoint.

Centralized

Compliance

Complete tracking and documentation for every transaction. Cover yourself with a paper trail.

Team Activity

Reports

See your performance metrics and transaction analytics at a glance.

Done-For-You

Onboarding & Setup

We set everything up for you. Your branding, your workflows, your templates. You just log in and start using it.

Priority Support

(Within 48 Hours)

Submit a ticket, get a solution or scheduled call within 48 hours.

Why Choose Us

Why Solo Agents Choose TransactionFlow

"I used to spend 10+ hours per transaction on coordination. Now it's automated."

Before TransactionFlow:

  • 10+ hours per transaction on coordination

  • Fear of missing deadlines

  • No documentation if something goes wrong

  • Manual updates to everyone, every time

After TransactionFlow:

  • Save 10+ hours per transaction with automation

  • Sleep soundly knowing nothing falls through cracks

  • Complete paper trail for every communication

  • One-click updates to all parties

ROI Calculator

Let's do the math

Investment:

Annual cost: $2,388/year

Net Gain:

$17,612/year

Time Savings:

  • 20 deals/year × 10 hours saved = 200 hours back

  • 200 hours × $100/hour value = $20,000 in reclaimed time

That's 200 hours you can spend:

  • Prospecting for more business

  • Building relationships with clients

  • Spending time with your family

  • Anything except chasing paperwork

What's NOT Included in Solo Plan

Since you're a solo agent, you don't need:

  • Shared team dashboards (you're the only user)

  • Admin/manager visibility (no team to manage)

  • Internal collaboration tools (just you)

Want team features later?

Upgrade to Small Team anytime as you grow.

What you DON'T get:

  • White-label branding (Brokerage Plan only)

  • Multi-office features (Brokerage Plan only)

Launch Bonus (First 50 Users Only)

Founding Member Benefits:

  • $1,200 setup fee WAIVED (normally charged, free for founding members)

  • 50% off your first TC-managed transaction ($125 instead of $250)

  • Lifetime founding member discount - lock in $199/month rate forever

  • Priority beta access - be first to test new features

Add Transaction Coordination Anytime

Want completely hands-off transactions?

Add a TransactionFlow Transaction Coordinator to any deal for $250 (charged at closing).

What's included:

  • Complete hands-off coordination from contract to close

  • Document chasing and tracking

  • Deadline management

  • Communication with all parties

  • Issue resolution before closing

  • Complete documentation trail

Launch Bonus: First TC transaction is 50% off ($125 instead of $250)

for founding members!

No Hidden Limits

  • Unlimited contacts

  • Unlimited transactions

  • Unlimited storage (6 months retained after cancellation)

  • Mobile + desktop access (iOS, Android, web)

  • View all communications and documents from anywhere

  • Never miss a task or step - everything accessible on-the-go

  • All features available - no upgrade needed for advanced features

Real Agent, Real Results

TransactionFlow was built by Kristen Thakur and Lauren McLeroy - practicing agents who:

  • Ranked #9 Small Team in Cobb County (10,000+ agents)

  • Closed $85M+ in sales and 200+ homes

  • Built this out of their own frustration with existing tools

"We're not a tech company trying to understand real estate. We're agents who built what we needed."

Questions?

Email us at [email protected]

First 50 founding members lock in lifetime pricing + bonuses!

Frequently Asked Questions

Answers to Common Agent Questions About TransactionFlow

Can I upgrade later if I hire agents?

Yes! As your team grows, you can upgrade to Small Team Plan anytime. We'll handle the transition smoothly.

Is there a contract?

Monthly plans are month-to-month with no long-term contract. Annual plans are paid upfront with 15% savings.

What happens to my data if I cancel?

Your data is stored for 6 months after cancellation so you can export everything. After 6 months, data is

permanently deleted.

How long does onboarding take?

Most solo agents are up and running within 7 days. We handle all the setup - you just provide your branding

and answer a few questions.

Can I customize the workflows?

Yes! All plans include full workflow customization. Tweak emails, messages, branding, and compliance to fit

your exact needs.

Is my data secure?

Yes. We use enterprise-level security, encrypted data storage, and regular backups. Your data is yours and

protected.

What if I need help?

Submit a support ticket anytime. You'll get a solution or scheduled call within 48 hours.

Can I access TransactionFlow from my phone?

Yes! Full mobile app for iOS and Android. View all communications, documents, tasks, and deadlines from

anywhere.

Built by agents, for agents. Let's solve transaction chaos together.

Stay Connected With TransactionFlow

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Contact Us

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Address

536 Owl Creek Drive, Powder Springs GA 30127

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Call Us

(770) 633-5820

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