Transaction managementBuilt for brokerages
Real estate transaction desk

Transactions,
handled.

One secure workspace for your brokerage to manage client relationships, property files, broker-approved documents, signatures, and every closing milestone.

Open SGNHQExplore the CRM
Brokerage-managed accessUnlimited transactionsSecure signing
CRMRelationships organizedTransactionsEvery deal controlledE-signaturesDocuments completedComplianceRecords review-ready
One brokerage operating system

From first conversation to final signature.

SGNHQ brings relationship management and transaction execution together, so information follows the deal instead of living in disconnected tools.

Transaction files

Keep property documents, people, and signing status in one focused workspace.

Broker templates

Start from your brokerage packet and apply the same process each time.

Secure e-signatures

Send private signing links with signature, initial, date, text, checkbox, radio button, and strikethrough fields.

Built-in CRM

Move contacts and opportunities into transactions without rebuilding the relationship history.

CRM built into the work

Relationships don’t stop when a transaction starts.

Give agents and brokerage leaders a shared picture of every contact, opportunity, note, and follow-up—then carry that context directly into the transaction.

  • Contacts and complete relationship details
  • Lead pipeline with customizable stages
  • Notes, reminders, and next actions
  • One-click connection to transaction workflows
Start organizing your pipeline
CRMOpportunity pipeline
Active leads28+12%Follow-ups7TodayPipeline$4.2MOpen
New lead3
Jordan EllisBuyer · Winter ParkFollow up today
Maya ChenSeller · Lake MaryReferral
Qualified2
Alex MorganBuyer · LongwoodPre-approved
Priya ShahSeller · OrlandoConsultation set
Transaction2
1427 Pine Oak Dr.Purchase · Under contract4 of 6 signed
Connected brokerage workflow

One record. One team. Every step accounted for.

Agents keep moving while brokers retain visibility, control, and the history needed for compliance.

  1. 01
    Capture the relationship

    Add a contact or lead once, then keep every note and follow-up attached.

  2. 02
    Open the transaction

    Move a qualified opportunity into a brokerage-controlled transaction workspace.

  3. 03
    Prepare and sign

    Load approved templates, assign fields, and send secure signature requests.

  4. 04
    Review and close

    Track documents, compliance, tasks, and milestones through a complete audit trail.

Built for Live Florida Now.

Run every relationship and transaction from one place.

Authorized team members can sign in to access the brokerage workspace.

Open SGNHQ