Reesio is perfect for Brokers, Transaction Coordinators, and Agents.


Create brokerage and invite agents

We make it super simple to create a new brokerage and to invite your agents to join. Once your agents join, you can easily manage and review all of their transaction files. You can also create your own transactions for yourself or on behalf of your agents.


Set up compliance templates for your agents to follow.

Reesio lets you set up compliance templates with customized tasks and documents that your agents must follow in a specified order for each transaction. You can require that tasks/documents be flagged for you to review before an agent can mark them as being completed. This gives you peace of mind knowing that your agents are following your required processes.


Review and audit your agents’ documents and transaction details

When agents flag tasks/documents, you’ll automatically get notified. From there, you can review, approve, and not approve documents, as well as add comments to documents. Reesio forever stores a complete conversation log of all of your comments on a particular document. Reesio also locks documents in for version control, and agents cannot mark a compliance task/document as being completed until you’ve officially approved it.


Reduce liability and avoid legal headaches

Because Reesio gives you full visibility and auditing capability of your agents’ transactions, fewer agent mistakes happen, which means less liability risk for you. And we store all of your agents’ transactions forever, so you never have to worry about losing their info and being unprepared for a state or legal audit.


Upload contacts

You can upload a CSV file of all of your contacts and store them as an address book within Reesio. Your contact address book is fully integrated into our transaction management platform, allowing you to easily add your contacts to transactions.


Create and manage your transactions from beginning to end

From unlimited document storage, to e-sharing and e-signing of documents, to full workflow and communication management, to activity logs and notifications of everything that is taking place, Reesio’s transaction management system has everything that you need to ensure a paperless and smooth online transaction process. No separate e-signature accounts required.


Manage offers through single property page websites

Reesio also automatically creates a single property page website for each transaction, which you can use to market your property and receive offers on it.


Make more money and avoid legal headaches

By managing and responding to your leads efficiently through Reesio’s CRM, you’ll convert more cold leads into warm leads, and more warm leads sales. And at 10 times the speed you would otherwise, thus generating more revenue for you at a faster rate. With Reesio’s transaction management product, you will reduce your legal liabilities because everything is documented and recorded within our system at all times, thus reducing legal disputes with clients over what was done/not done.

5214F Diamond Heights Blvd. #217 San Francisco CA 94131