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Brivity Transaction Management Setup
Brivity Transaction System Setup
Contract-to-Close Systems Built inside Brivity Transactions
If your Brivity transaction side feels overwhelming, unused, or inconsistent, it’s not a you problem, it’s a system design problem.
Built-for-you fully customized Brivity Transaction Plans that create clarity, delegation, and automation from contract to close.
Plans are great for the solo agent and one admin, or for a whole team of professionals who collaborate together.
What Is a Brivity Transaction System?
A Brivity Transaction System uses:
Auto Plans
Custom date milestones
Task delegation
Client communication templates
Compliance tracking
To create a repeatable workflow that ensures every transaction runs smoothly.
What This Looks Like:
Primary contract-to-close Auto Plans built from your state's milestones
Add-on Auto Plans (staging, occupancy inspections, inspections, move-in)
Task assignment by role (agent, assistant, marketing, sign runner, etc.)
Custom date formatting for inspections, loan commitments, closing, etc.
Compliance and paperwork reminders
Email and text templates embedded into the workflow
High Level task list for visibilitiy on overdue and future tasks
After implementation, you’ll open Brivity and immediately know:
Pipeline and projected income
Overview of transaction milestones
Granular task assignments and deadlines
This is not training. This is implementation.
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