Real estate transaction platform

01The context

The client manages real estate transactions from listing and offers through to closing and settlement. Thousands of transactions are active at once, and each one moves through more than twenty steps with approvals and compliance checks.

02The challenges

• Complex multi-step workflows

  Transactions involve 20+ steps with conditional branching, parallel approvals, and strict compliance rules — all previously run on Excel spreadsheets and email.

• Legacy data migration

  More than 50,000 historical transactions had to move from Access databases and file shares to the new platform with no downtime and no data loss.

• Real-time reporting

  Leadership needed live views of the transaction pipeline, revenue forecasts, and compliance — data that had been compiled by hand once a week.

03What we did

1. 01

   Configurable workflow engine

   A workflow engine built with the State pattern and CQRS. Each stage triggers notifications, document generation, and compliance checks, and business users can change rules without code changes.

2. 02

   Phased, validated migration

   Data moved in phases with automated validation scripts and a reconciliation dashboard comparing source and target records before each cut-over.

3. 03

   Live dashboards

   SignalR pushes updates as transactions progress, and Telerik Reporting provides drill-down reports — removing manual weekly reporting entirely.

04Key features

• Multi-step workflow with configurable business rules
• Automated contracts, disclosures, and settlement statements
• Role-based access control and full audit trail
• Email and SMS notifications
• Integrations with third-party title and escrow services