The problemEveryone has a different version of the truth.
Four firms, four inboxes, four spreadsheets. The deal lives in the gaps between them.
Every deal. Every partner.
One clear path to close.
Great closings start with a great first conversation.
Bring your clients, transactions, and next steps into one beautifully simple workspace.
- Private by design
- Built for your team
- Free to join
A little less chasing. A lot more clarity.
Big deals.
Small details.
All taken care of.
From intro to closing table.
A shared view of every next step.
Offer accepted
Inspection scheduled
Appraisal ordered
Pinnacle AI drafted the next follow-up for you.
What Pinnacle is
A real estate deal has five people.
And no shared screen.
An agent, a lender, an attorney, an advisor and a client — usually at four different firms — run one transaction across email threads, group texts and spreadsheets nobody else can see. Every status question costs somebody an hour. Pinnacle puts that whole transaction in one workspace everyone can open, and lets AI handle the chasing.
The problem
The shiftOne room, with the right permissions.
Documents, milestones and messages in a single place — each party sees exactly what they should.
The resultYou close, instead of coordinating.
The admin runs itself. You spend the time on the parts of the deal that actually need you.
How it works
Three steps in. Then it runs itself.
No migration weekend. No training deck. Open a deal and the workspace fills itself in.
- 01
Start with an address
Pinnacle pulls listing data, comps, and the right contract template for your state — before you type a thing.
- 02
Bring in your people
Lender, attorney, client. Everyone lands in one room with the right permissions already set.
- 03
Let the work move itself
Milestones advance, reminders go out, and your client always knows exactly what happens next.
Inside the workspace
Powerful underneath. Quiet on the surface.
The heavy lifting happens where you don’t have to watch it.
AI co-pilot
It has read every contract on the deal.
Ask what changed in the counteroffer. Get the answer, with the clause cited — not a summary of a summary.
Pipeline
Every deal, on one wall.
Stage, value, and what is blocking each one — at a glance.
Network
A vetted bench of partners.
Licences verified, response times measured, referrals tracked.
Commission
A ledger you can actually trust.
Splits, referral fees, and payouts reconciled as the deal moves — not at month end.
Client room
A branded space clients open.
Plain-English updates, documents, and one place to ask you anything.
Compliance
Audit-ready in every state.
State disclosure packets tracked, with what is due and when.
The client view
They stop asking
“any update?”
Your buyer opens one link and sees exactly where things stand — what just happened, what is next, and what they need to do. No forwarded PDFs, no chasing you on a Sunday.
Plain-English updates
Every milestone explained the way you would explain it.
Documents in one place
Signed, pending and expiring — never a lost attachment.
One thread
Agent, lender and attorney, without a five-way group text.
Closing in 6 days
1420 Bayview Terrace
Two ways in
One workspace. Two very different jobs.
Professionals get control. Clients get clarity. Nobody gets a tool they have to fight.
For professionalsRun every deal from one room.
Agents, lenders, attorneys and advisors — stop reconstructing the state of a transaction from your inbox.
- Every deal, partner and document in one place
- AI drafts the follow-ups and flags the risks
- Commission splits reconciled as you go
For buyers & sellersAlways know where you stand.
Buying or selling is the largest transaction most people ever make. You should not have to chase anyone for an update.
- See every milestone the moment it moves
- Dense paperwork explained in plain English
- One thread with your whole team — always free
What we hold to
Opinions, not settings.
A few things we decided once, so you never have to configure them.
Real-time
Everyone sees the same state of the deal, the moment it changes.
Privacy
Client data stays scoped to the people on that transaction.
AI guardrails
The assistant cites its source or stays quiet. No invented clauses.
Multi-party
Built for five parties and four firms, not a single-user inbox.
Compliance
State rules encoded, with disclosures tracked to their deadlines.
Security
Encrypted at rest and in transit. Every action written to an audit log.
Pricing
Free to start. Honest from there.
Buyers and sellers are always free. Professionals pay only when the workspace is already earning its place.
For clients
FreeAlways
Buying or selling. Follow your transaction from offer to keys.
- Live view of every milestone
- Plain-English document summaries
- One thread with your whole team
Most chosen
For professionals
Freeto join
Agents, lenders, attorneys and advisors running real volume.
- Unlimited deals and partners
- AI co-pilot on every transaction
- Commission ledger and payouts
- Free directory listing
Get started
Your next closing
starts a lot calmer.
Free for buyers and sellers, free to join as a professional. No credit card, no migration weekend.