Transactions
Deal files & broker review
Upload docs, checklists by deal type, and a clear Approve / needs-fix queue for the broker — less “where did that PDF go?”
In progress Work in progress · Agent preview
We’re building our own back office
Coldwell Banker Salute is investing in owned technology for transactions, paperwork, deadlines, and agent support — the kind of back-office edge serious producers expect, without renting someone else’s portal forever. This page is a preview for our team. Tell us what would help you most.
What to expect
Honest status — we’re building in phases. Dates will firm up as pieces go live for the office.
Deadlines
Reminders that chase for you
Contract dates and checklist due dates with nudges so fewer items slip — aiming for software TC help, not another full-time hire.
Next upAgent help
Support when you need it
A brokerage-owned place to ask ops questions and get unstuck — without losing the thread in random texts.
Next upPublic site
New website + IDX
Owned WordPress site for Lawton, Elgin, Cache, Medicine Park and surrounding areas — replacing the Boldtrail Pro site before it ends.
In progressPaperwork
Less re-upload friction
Smarter checklists and later pulls from tools you already use (e-sign / MLS desk) so you’re not downloading and re-uploading the same PDFs.
Later phaseYour day
Agenda & wrap-up
A simple daily view of what needs attention on your files — planned after the core transaction tools are solid.
Later phaseWhy this matters
For agents: clearer status, less busywork, tools built around how this office actually works.
For you
Time back on the work that pays
Fewer scavenger hunts for docs and deadlines. More visibility when something is waiting on broker review or a missing item.
For the office
Systems we own — brand we stand on
Portable, backupable, and unmistakably Coldwell Banker Salute — so agents and clients feel a national brand with a local office that actually builds.
What should we build for you?
Not a wish list where everything ships — but your input shapes what we prioritize. Takes about two minutes.
Got it — thank you. Your note is with ops.