Ask any question about a transaction directly from the file panel. Deadlines, parties, contingencies, status — plain English answers in seconds without searching a single document.
Invite managed agents and contributors with a single email link. Each gets a branded, limited login to upload documents, add notes, and track their file — without seeing anything else.
Describe your audience and goal. Traicee writes a complete multi-step email and SMS sequence — ready to review, edit, and activate. Built-in templates included.
Every contract deadline auto-calculated from your acceptance and closing anchors. The dashboard tells you what needs attention today, this week, and what is at risk.
Send texts via Traicee's built-in messenger or connect your Gmail to send emails directly from the platform — all logged to the contact journal automatically.
Set annual income, closings, and commission goals. The dashboard tracks your pace in real time — files opened, closed, monthly progress, and projected revenue.
A full CRM with automatic relationship health scoring — Strong, Warm, At Risk, Dormant — so you always know which contacts need attention without thinking about it.
Upload any contract and AI pulls every party, date, deadline, and contingency in about 90 seconds. Works for all 50 states. Every field editable, every value confidence-scored.
Every answer about a file — without searching for it.
Ask Traicee anything from within a transaction file and get an instant plain-English answer. Deadlines, party details, outstanding conditions, document status — the AI reads the full file and responds directly in the panel.
✓ No navigating — ask from wherever you are in the file
✓ Reads extracted data, documents, and journal history
✓ Answers the questions agents and clients ask you constantly
✓ Different from Traicee Text — this lives inside the file panel
AT
Ask Traicee
Johnson / Martinez — 123 Oak Street
When is the due diligence deadline?
Due diligence expires June 11 — that is 3 days from today. No waiver has been submitted yet.
Who is the listing agent?
The listing agent is Sarah Rivera with Mountain West Realty. Her email is srivera@mwrealty.com and her phone is (801) 555-0142.
AP
Agent portal — your branded workspace
Active files · managed agent view
JM
Johnson / Martinez
123 Oak St · Settlement Jun 14
2 docs pending
SR
Smith / Rivera
456 Elm Ave · Settlement Jun 22
On track
TB
Thompson / Brooks
789 Pine Rd · Settlement Jul 5
Docs reviewed
Contributor — limited access
KP
Kim Patterson
Upload & notes only
Active
Agent & contributor portals
Your agents get their own workspace. You stay in control.
Invite any managed agent or contributor via a passwordless email link. Agents see only their files, deadlines, and missing documents. Contributors get an even more limited view — upload and notes only. Everyone works in your branded environment.
✓ TC approves every agent document before it enters the file
✓ Shared journal keeps all communication inside the platform
✓ Contributors can upload and add notes — nothing else
✓ Portal shows your logo and brand colors throughout
TC closing workflow
Close every file the right way. Every time.
A guided closing process that turns the most error-prone moment in any transaction into a systematic, documented workflow — complete with invoicing, performance tracking, and a Coach Traicee debrief the moment the file closes.
✓ Step-by-step checklist ensures nothing gets missed at closing
✓ Built-in invoice builder with add-ons and discounts auto-filled from your settings
✓ Performance dashboard updates the moment you close
✓ Coach Traicee surfaces a personalized insight on every closed file
Traicee Premium
Your TC platform. On another level.
Three AI-powered features that turn Traicee from a coordination tool into a complete business intelligence and growth system.
AI Business Coach
Coach Traicee
Your personal TC business coach. Get 90-day plans, accountability check-ins, and strategic guidance based on your actual file data and goals.
AI Outreach
Traicee Connect
Write or polish a personalized email for any contact in seconds. Describe your goal and Traicee Connect writes it — or paste your draft and it polishes it — using your real relationship history.
AI Text Assistant
Traicee Text
Text any question about your transactions to Traicee's dedicated number and get an instant AI answer — without opening the app. Your files, in your pocket.
