Automate your brokerage operations

Cressum automates the admin, coordination, and compliance work from listing to close, so agents can focus on clients and deals.

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Automate existing workflows at leading brokerages

Coldwell Banker
Compass
Keller Williams
RE/MAX
Sotheby's
Century 21
eXp Realty
Berkshire Hathaway
Coldwell Banker
Compass
Keller Williams
RE/MAX
Sotheby's
Century 21
eXp Realty
Berkshire Hathaway
Why Cressum

It's an easy choice

3x

More deals closed

90%

Less time on admin

18+

Hours saved per week

100%

Integration with existing tools

Intake Workflows

From contract to close.

Cressum parses every executed contract, derives the task list, and watches every deadline so each deal moves cleanly from the moment it's signed to the day it closes.

Contract Ingestion

The contract becomes the workspace

When a signed agreement is uploaded, Cressum reads the deal, extracts the key terms, checks for missing items, and turns the document into structured transaction data. Dates, parties, contingencies, signatures, and required forms are organized automatically so the file is ready to move forward.

  • Extract key deal terms, dates, parties, and contingencies
  • Check signatures, addenda, and required documents for completeness
  • Flag missing or inconsistent information for review
  • Turn the contract into a structured transaction file
Signed Purchase Agreement.pdfReady for task generation
Extracted fields
Property
1842 Oak Avenue, Austin TX
Purchase Price
$1,275,000
Effective Date
Apr 02, 2026
Option Period
7 days
Earnest Money
$15,000
Closing Date
May 10, 2026
Key contingencies
InspectionFinancingAppraisalHOA review
Completeness check
Buyer signatures (3 of 3)
Seller signatures (2 of 2)
Current form version verified
Required disclosure missingLead-based paint form not attached
HOA addendum present
Initials on page 5 unclearNeeds review
Task List Creation

Next steps are created for you

Cressum converts the contract into a working transaction plan. It identifies what needs to happen, who needs to be involved, what needs approval, and which tasks are time-sensitive. Instead of building a checklist by hand, agents start with a live workflow already in motion.

  • Generate the transaction checklist from the contract
  • Assign next steps to agents, clients, lenders, title, and vendors
  • Send emails, reminders, and document requests automatically
  • Keep every task tied to the deal, deadline, or requirement that created it
Transaction workflow — 7631 Ridgecrest Blvd
Generated from contract · 5 active tasks
1/5 complete
TaskOwnerDueStatus
Send intro email to lender and title
Generated from contract
CressumToday Done
Request missing disclosure from listing agent
Listing AgentApr 8 In progress
Confirm inspection window with buyer
BuyerApr 10 Queued
Pre-approval letter from lender
Waiting on lender
LenderApr 12 Waiting
Route signed addendum for review
Needs approval
TCApr 14 Needs approval
Every workflow is generated from the actual deal terms.
Deadline Tracking

Deadlines stay ahead of the deal

Cressum calculates the critical dates from the contract and watches the transaction as each deadline approaches. Option periods, deposits, financing dates, inspections, and closing milestones stay visible, synced, and actionable before they become problems.

  • Build the transaction timeline from the signed agreement
  • Track option periods, deposits, contingencies, and closing dates
  • Send reminders before important deadlines hit
  • Sync key dates to the agent's calendar and task workflow
Option period deadline approaching
7631 Ridgecrest Blvd · Apr 09, 5:00 PM
Reminder scheduled · agent already notified
Contract timeline
Calendar synced
Apr 02
Effective Date
Apr 04
Option Fee Due · $750Delivered
3
Apr 09
Option period deadlineAgent notified · review next step
Next critical date
4
Apr 22
Inspection complete → repair request due Apr 24Dependency tracked
5
May 02
Financing Deadline
6
May 10
Close of Escrow
Additional workflows

The follow through happens automatically.

Completed

Signed changes routed instantly

Once an amendment is finalized, Cressum sends it to the right parties, updates the file, and keeps the transaction record complete.

Watching deadline

Option deadlines stay visible

Cressum watches key contract dates and reminds the agent before decision points become urgent.

Queued

Termination steps handled cleanly

If a deal terminates, Cressum helps coordinate the required updates, notices, releases, and file retention steps.

Synced

Key dates synced everywhere

Contract milestones automatically flow into the agent's calendar, task list, and transaction timeline.

Needs approval

Inspection reports routed for approval

Cressum prepares the inspection report for review and sends it to the right parties once approved.

Filed

Missing documents requested automatically

Cressum identifies gaps in the file and prepares requests to the right party before compliance review.

Each workflow is generated from the contract, file activity, and transaction timeline.

Frequently asked questions.

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Spend less time coordinating. More time closing.

See how Cressum automates the work between contract and close, from deadlines and documents to follow-ups and compliance checks.