CloudStep Deal Tracker
Every property deal, tracked from offer to registration.
The pain it solves: transfers stall at FICA, suspensive conditions, compliance certificates or the Deeds Office — and nobody can say where the file is. Agents chase conveyancers, clients chase agents, and the same 15 steps run from memory on every deal.
The Deal Tracker runs eight workspaces across the full mandate. The Business Console puts every active transfer, bond and lease on one pipeline with stage, days-in-stage, owner and next action. Client Journey Pipelines follow how SA property actually moves: OTP signed → FICA collected → suspensive conditions met → transfer duty settled → Deeds lodgement and queries → registration and commission. The Template Builder lets you clone that into your own process with no code, Notification Presets send ready-written WhatsApp, SMS and email copy per milestone, and the Audit Log keeps timestamped proof of every send. Clients follow their own file in a mobile Customer Portal, while the Marketing Hub and Stats & KPIs turn past clients into mandates and show which stage is actually slowing you down.
You need this if…
- You repeat the same 15 transfer steps from memory
- Clients phone asking “where is my transfer?”
- Deals go quiet and nobody notices until the client complains
- You need proof of what was said, when, for a dispute or PPRA query
Eight workspaces
- Business Console (one pipeline for every file)
- Client Journey Pipelines (SA-specific milestones)
- Journey Template Builder (no code)
- Notification Presets (WhatsApp / SMS / email)
- Communication Audit Log (timestamped proof)
- Marketing Hub (listing pushes, rate notices, referrals)
- Customer Portal (clients track their own deal)
- Stats & KPIs (find the stage that costs weeks)
Built for
- Estate agencies & franchises
- Conveyancers & secretaries
- Bond originators
- Developers & off-plan
- Rental & body corporate managers
- Solo agents
Live at cloudstep-xi.vercel.app · Features at /#features