Every deal, document, and contact in one place.
Kapytl's Deal Room runs your transactions end to end: deal pipeline, document packets, brokerage templates, and a trusted service-provider network all tied to the deal it belongs to.
The transaction hub your brokerage actually needs
Most brokerages run deals across dotloop, a shared drive, Skyslope, DocuSign, and a dozen email threads. Kapytl pulls all of it into one Deal Room that every agent and admin on the deal can see.
One file per deal
Every document, packet, contact, and note for a transaction lives in a single deal file. No more hunting through email threads or shared drives.
View demoNever miss a deadline
Inspection periods, financing dates, and closing milestones are tracked on every deal, with reminders before they hit.
View demoBuilt for real estate
Deal stages, document packets, templates, and trusted service providers work the way brokerages actually run. Not a generic project tool.
View demoWhat lives in a Kapytl deal file?
Everything tied to a transaction, in one place, instead of scattered across tools and inboxes.
Run every transaction from contract to close
Deal management in Kapytl connects the paperwork, the people, and the timeline so your team always knows what is next.
Every deal in one Deal Room
Each active transaction shows as a card with address, price, client, status, doc count, and task progress. Filter by agent or status. Open it to see everything tied to that deal.
Create a deal in seconds
New deal modal captures title, property address, and the agent on the deal. Click Create and the file is ready for documents, packets, and people.
Bundle docs into packets
Group the documents for a transaction into a packet for review, signing, or compliance. Track each packet from open to complete on the deal it belongs to.
Brokerage templates library
Your firm's purchase agreements, disclosures, and addenda live as templates you can apply to any deal. Upload from desktop or pull from the brokerage library in two clicks.
Close more deals with a built-in service provider network.
Your trusted lenders, inspectors, attorneys, title companies, and home services live in the People tab on every deal. One tap to share with the client, one source of truth across the brokerage.
- Pre-built categories for the providers every deal needs: mortgage, inspection, attorney, escrow, title.
- Add your firm's preferred providers once. Every agent on every deal has them ready to share.
- Clients see a clean, branded list. No more digging through your phone for a recommendation.
Every agent, staff member, and client in one searchable book.
The Contacts tab keeps your brokerage team and outside contacts in one place per deal. Roles, emails, and team membership visible at a glance, with search and add-contact built right in.
- Brokerage team grouped automatically with role badges.
- Add clients, attorneys, and outside parties without leaving the deal.
- Searchable across the entire firm, not stuck in one agent's phone.
Frequently asked questions
Kapytl ties documents to the deal, the agent, the timeline, the packets, and the commission. A folder in a shared drive does not know an inspection deadline is in three days or that a disclosure is missing from a packet.
Yes. Kapytl is built to replace transaction management tools like dotloop and Skyslope, with deal files, packets, templates, and trusted service networks in one place alongside the rest of your brokerage operations.
Yes. Agents see their own deals, brokers and admins see everything. You control who can view and edit each deal file.
Yes. Every deal supports custom milestones with reminders, so inspection periods, appraisal dates, and financing contingencies are never a surprise.
Yes. E-signing is built into Kapytl and lives alongside deal management, so you can send and execute documents without leaving the deal file. No per-seat DocuSign fees.
Most brokerages are fully running on Kapytl within two weeks. We import your roster, set up your default packets and templates, and walk your team through the Deal Room. Active deals can be uploaded as deal files in a few clicks each.
Stop chasing paperwork. Start closing.
Talk to our team about onboarding your brokerage. Roster size, structure, and splits all welcome.