Built for brokerages & transaction coordinators

Every deal,
compliant before it closes.

Workways reads every document in a transaction file, sorts it, checks the fields across packets, and flags what's missing — so coordinators stop chasing paperwork and brokers stop sweating audits.

Get started See how it works

Live in a day  ·  Works with the tools you already use  ·  Secure by design

app.workways.com/deals/123-main
123 Main Street · Buyer
Austin, TX 78701
$450,000In progress
Deal completion0%25%50%75%100%
Buyer Representation
3 of 4 required
Buyer Contract
Draft
DocumentsBuyer Representation
Buyer Rep AgreementRequired
Wire Fraud AdvisoryRequired
Proof of FundsAnalyzing…Needs review
Pre-Approval LetterOptional
Signature date missing on Buyer Rep AgreementResolve →
Purchase price matches across 3 documents

Trusted by modern brokerages and teams

3.5 hrs
saved per transaction file
98%
document classification accuracy
< 60s
to triage a brand-new file
Zero
missed required documents
How it works

From a stack of PDFs to a clean file — in four steps.

No new habits for your agents. They drop in documents the way they always have. Workways does the rest.

01

Ingest

Drop in the whole file — PDFs, scans, even forwarded email attachments. One pile is fine.

02

Classify

Workways recognizes each document — rep agreements, disclosures, wire advisories — and files it in the right slot.

03

Validate

Names, dates, and prices are cross-checked across every packet. A mismatch anywhere gets caught.

04

Resolve

Every finding is routed to the agent, coordinator, or processor who can fix it — with a clear next step.

Features

The compliance work, handled.

Everything you'd hire a second coordinator to do — running quietly on every file.

Cross-packet validation

Catch a mismatched price, name, or address across every document in the file — automatically, before it becomes a problem.

Smart classification

Drop in an unsorted stack and Workways sorts rep agreements from disclosures from advisories — no manual tagging.

Findings & resolution

Missing signature? Wrong date? Each finding is routed to the right person with a one-click path to fix it.

Workway templates

Codify your brokerage's checklist once. Every new deal starts with the right packets, slots, and rules in place.

Completion requirements

Know exactly when a phase is truly done — required slots filled, fields clean, no open findings.

Audit-ready trail

Every classification, edit, and approval is logged — so the day an auditor calls, the answer is already there.

For your whole team

One file. Every role, on the same page.

Agents

Upload once and get a clear list of what's still needed. No more compliance back-and-forth.

A live checklist per deal
Fix findings from your phone
Zero re-uploads

Coordinators

See every deal's status at a glance. Chase exceptions, not paperwork.

Portfolio view across deals
Auto-routed exceptions
One nudge clears a blocker

Compliance & processing

Review flagged findings, approve packets, and close files with confidence.

Only the exceptions reach you
Full audit trail per file
Approve a packet in seconds
Integrations

Drops into the stack you already run on.

Connect your transaction management, e-sign, and storage tools — documents flow into Workways the moment they land.

dotloopSkySlopeDocuSignBoxGoogle DriveDropboxGmailOutlookSalesforceMLS
FAQ

Questions, answered.

How does Workways know what each document is?

It reads the contents — not just the filename. Workways was trained on the document types that move real estate deals, so it recognizes a rep agreement, a disclosure, or a wire advisory even when they're scanned, renamed, or buried in a 60-page bundle.

Can it follow our brokerage's specific checklist?

Yes. You build a Workway — your packets, required slots, and cross-packet rules — once. Every new deal inherits it, and you can fork or version it as your requirements change.

What happens when something's missing or wrong?

Workways raises a finding and routes it to whoever can resolve it — the agent for a missing signature, the coordinator for a wrong date. Nothing slips through, and nobody gets buried in noise that isn't theirs.

Is our data secure?

Files are encrypted in transit and at rest, access is scoped by role, and every action is logged. Workways is built so each organization's data stays fully isolated.

How long does setup take?

Most teams are live in a day. Start from a prebuilt template that matches your transaction types, connect your existing tools, and adjust the rules as you go.

Stop chasing paperwork.
Start closing clean.

See Workways run on one of your real files. Live in a day, no rip-and-replace.

Get started Talk to sales