For independent sales + leasing agencies
Every sale and lease, from appraisal to settlement — out of the spreadsheet.
Track each transaction through its stages, keep cooling-off, finance and settlement dates on the calendar, hold deposits on a proper trust ledger, and give vendors, buyers and tenants a portal instead of a phone call.
No credit card · cancel anytime · imports from your Excel sheet on day one
Transaction #2026-031 · Residential sale
14 Wattle St, Marrickville
- Stage
- Exchanged
- Agreed price
- $1,420,000
- Cooling-off ends
- 12 Sep 2026
- Finance due
- 21 Sep 2026
- Deposit on trust
- $142,000 held
Right now
- ✕Cooling-off and finance dates living in one agent's head — or a paper diary
- ✕Deposits tracked in a spreadsheet nobody reconciles
- ✕Vendors calling for updates because there is nowhere to look
- ✕The same contract emailed back and forth six times
With Caseflow
- ✓Every key date created automatically and synced to calendars
- ✓Append-only trust ledger with per-client balances and statements
- ✓Vendors, buyers and tenants see stages, documents and dates in their portal
- ✓Contracts e-signed from the transaction and filed automatically
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
Sale + lease workflows
Residential sale (appraisal → listing → marketing → offer → exchanged → unconditional → settled) and residential lease (application → checks → signed → bond → moved in) ship ready to use.
Key dates you can't miss
Cooling-off ends, finance clause due, settlement date, bond lodgement — created automatically when a transaction moves stage, with reminders at 14, 7, 3, 1 days.
Deposits on trust
Buyer deposits and holding deposits recorded on an append-only trust ledger with per-client balances and statements.
E-signed agency agreements
Send the agency agreement or lease for electronic signature from the transaction. The signed copy lands back on the file.
Client portal
Vendors watch enquiries and offers, buyers see their key dates, tenants upload their 100 points — all through a secure link.
Fees, invoices, Xero
Commission and letting-fee invoices with card or bank-transfer payment, synced to Xero as drafts.
How it works
Step 1
Enquiry → appraisal
Enquiry arrives via your website form → follow-up task is created → appraisal booked → agency agreement e-signed.
Step 2
Market → exchange
Listing goes live, offers logged, contract exchanged — cooling-off, deposit and finance dates land on the calendar automatically.
Step 3
Unconditional → settle
Finance confirmed, settlement booked, deposit drawn from trust, invoice paid, review requested.
Frequently asked
Does it do property management? ▾
No, and we don't pretend to. Rent cycles, routine inspections and maintenance need a dedicated property-management system. We cover sales and lease sign-up: the transaction from first enquiry to settlement or move-in.
Is the trust ledger a compliant trust account? ▾
It is the bookkeeping layer: an append-only ledger with full audit trail, per-client balances and exportable statements. Your statutory trust account and audits stay with your bank and accountant.
Can I customise the stages and key dates? ▾
Yes. The sale and lease workflows are templates — edit stages, documents, tasks and key-date offsets, or add your own workflow for commercial or off-the-plan sales.
Does it replace my listing portal? ▾
No. You keep publishing to the portals you use; this is where the transaction itself is managed once an enquiry becomes a client.
Sized for independent agencies and small franchise offices.
Start free. Import your existing client list in 5 minutes. Cancel anytime.