Listing Meeting: Setting the Stage

•   Circle Listing Feature: When an agent helps a seller prepare their property for the market, Circle becomes a powerful tool that sets them apart from the competition. With its detailed, indexed, timestamped, and searchable transcript feature, Circle keeps a record of every conversation, task, and update during the pre-escrow phase. This means sellers have a clear, organized view of everything that’s been done to get the property ready—repairs, staging, inspections, and more. It’s like showing all the receipts to prove the effort and care that went into preparing the home. When it’s time to present the property to potential buyers, this transparency becomes a major selling point. Buyers can see the full story of the home’s readiness, which builds trust and confidence in the transaction. Using Circle during this phase doesn’t just make the process smoother for the seller—it gives agents a unique competitive edge that helps seal the deal.

•   Task Management for Pre-Listing Prep: Automatically generates tasks like staging, photography, and repairs based on the property’s needs.

•   Vendor Coordination: Track service providers such as inspectors, contractors, and stagers, complete with timelines and progress.
•   Task Assignment & Automation: Every stakeholder gets role-specific tasks with deadlines to minimize delays.

Escrow Phase: Ensuring Smooth Operations

•   Consolidated Communication: A single chat screen keeps all stakeholders—agents, buyers, sellers, escrow officers, and vendors—connected in real time.
•   Live Transcription: Every message, task update, and action is recorded with timestamps for easy reference.
•   Automated Updates: Instant notifications for task completions, escrow milestones, and deadline changes.
•   Escrow Snapshot: A bird’s-eye view of the transaction for brokers and agents to track progress and ensure compliance.

Vendor Tracking During Escrow

•   Performance Monitoring: Keep tabs on vendors’ progress during critical steps like inspections, appraisals, and repairs.
•   Service History Log: Record vendor interactions and completed tasks to offer a detailed receipt of services rendered.

Closing & Post-Escrow: Ensuring Accountability

•   Enhanced Accountability Features: Circle’s rating system allows participants to rate vendors, agents, and other stakeholders. This creates transparency and trust.
•   Comprehensive Transaction Receipt: Circle compiles all communications, tasks, and actions into a detailed, exportable receipt for easy reference post-closing.
•   Audit-Ready Documentation: A complete, timestamped record of the entire transaction, useful for compliance and resolving disputes.

Broker Oversight: Keeping Brokers in the Loop

•   Bird’s Eye Transaction View: Brokers can monitor all agent transactions in real-time with task completion statuses and live transcripts.
•   Real-Time Problem Resolution: Circle’s transparent communication and task tracking reduce the “he said, she said” scenarios by providing instant access to relevant information.

Client Benefits: Elevating the Experience

•   Transparency for Buyers and Sellers: Both parties can follow the process step-by-step without being overwhelmed by the nitty-gritty details.
•   Reduced Miscommunication: Clear task assignments and live updates ensure that clients remain informed without unnecessary phone calls or emails.
•   Improved Trust: Circle’s accountability features and detailed records foster confidence among all stakeholders.

This step-by-step workflow demonstrates how Circle simplifies real estate transactions from listing to closing, providing a smoother and more transparent experience for everyone involved.

Here’s a detailed breakdown of Circle’s features, organized by each screen and function, starting from creating a new Circle to managing notifications:

Create a New Circle • Quick Setup: Initiate a Circle by entering basic property details (address, client info, transaction type) and selecting stakeholders like agents, buyers, sellers, and vendors.
• Role Assignment: Automatically assigns tasks based on stakeholder roles to keep everyone accountable.
• Pre-Populated Templates: Use transaction templates tailored to different types of sales, like standard, short sale, or investment properties.

Home Screen: Central Dashboard • Bird’s-Eye View: Displays the status of all active Circles, including pending tasks, milestones, and recent updates.
• Prioritized Tasks: Highlights overdue and upcoming tasks to keep users focused on critical activities.
• Milestone Tracker: Real-time progress indicators for escrow steps like inspections, contingencies, and closing.

Chat Screen: Consolidated Communication • Unified Messaging: A single chat thread for all stakeholders, ensuring no messages are missed or scattered.
• Auto-Sorting by Topic: Conversations are categorized by tasks, documents, or specific stages of the escrow process.
• File Sharing: Drag-and-drop capabilities for instant sharing of documents, photos, or other files within the chat.

Contacts List Screen • Shared Directory: A centralized list of all stakeholders (agents, buyers, sellers, vendors, escrow officers) involved in the transaction.
• Quick Actions: Tap a contact to message, call, or email directly from the app.
• External Sharing: Easily share contact details or Circle invitations with others via email or messaging apps.

Task Management Screen • Auto-Generated Tasks: Automatically assigns tasks based on the transaction type, role, and current stage.
• Real-Time Updates: Stakeholders receive notifications when a task is completed or updated.
• Task History Log: Maintains a record of completed tasks for accountability and audits.
• Custom Task Creation: Users can create, assign, and set deadlines for custom tasks on the fly.

Notifications • Real-Time Alerts: Instant notifications for new messages, task updates, and approaching deadlines.
• Customizable Settings: Adjust notification preferences based on priority or role (e.g., silence non-urgent updates).
• Milestone Alerts: Automatic reminders for key events like deposit deadlines, contingency removals, or inspections.

Vendor Management Screen • Vendor Directory: Easily add, assign, and track vendors like inspectors, appraisers, or contractors.
• Task Tracking: Vendors receive task notifications and can update their progress in real time.
• Performance Ratings: Rate vendors based on their efficiency and reliability for future reference.

Rating & Accountability • Stakeholder Ratings: Everyone involved in the transaction can rate each other, fostering transparency and trust.
• Completion Metrics: Tracks individual performance metrics, including response times and task completion rates.
• Accountability Highlights: Identifies bottlenecks and delays in the transaction to improve efficiency.

Notifications and Real-Time Updates • Push Notifications: Alerts users to new messages, completed tasks, and changes to milestones.
• Escalation Alerts: Automatically flags critical issues or delays requiring immediate attention.
• Daily Digest: Optional summary of the day’s updates and tasks for users who prefer fewer notifications.

This end-to-end feature set ensures that Circle is a one-stop solution for managing real estate transactions with transparency, efficiency, and accountability at every step.

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