Features
The exact toolkit for tracking buyer agreements.
ExactCircle is a narrow workflow tool. It does not try to be a CRM, a transaction coordinator, or a lead source. It tracks buyer representation agreements from signature to close — and makes that job 10× faster than what you're doing now.
Automatic expiry reminders
Three touches. Zero calendar work.
ExactCircle runs a daily check and emails you when an agreement is 7 days, 3 days, and 0 days from expiry. Reminders are idempotent — the same notice is never sent twice. Your broker gets copied on request.
- 7-day, 3-day, and same-day triggers
- Email delivery with retry on failure
- Broker CC option (Team plan)
Secure PDF vault
Every signed agreement in one private place.
Uploads go into a private storage bucket with encryption at rest. Access is gated by short-lived signed URLs — nothing is ever publicly reachable. Max file size is 10 MB, PDF only.
- Encrypted at rest and in transit
- 1-hour signed URLs for access
- Private bucket with per-user isolation
Status at a glance
Active, expiring, expired — color-coded.
Every agreement carries a status derived from its end date. The dashboard shows counts per status, a list sorted by soonest expiration, and quick filters. No spreadsheets, no conditional formatting.
- Active / Expiring Soon / Expired
- Sort by end date, client, or created
- Filter by status or date range
Complete audit trail
Every change, every reminder, timestamped.
ExactCircle logs each create, edit, and delete — plus every reminder sent. When a broker asks 'who changed this end date and when,' the answer is one click away.
- Create, edit, delete, reminder events
- User, timestamp, and before/after diff
- Export to CSV or PDF per agreement
Broker-ready export
Compliance proof in under a minute.
Select an agreement, hit Export, get a clean PDF bundle: the signed document, agreement metadata, and full activity log. Designed for the post-NAR settlement compliance request.
- Single-click per-agreement export
- Includes signed PDF + metadata + log
- Bulk export for brokerage audits (Team)
No setup headache
Working in five minutes, not five hours.
Sign up, upload your first signed agreement, see the reminder queue populate. No onboarding calls required. You can import 10 existing agreements inside your first cup of coffee.
- Sign up with email — no sales call
- Drag-and-drop upload
- CSV import for existing pipeline
Plus the little things that add up.
CSV bulk import
Bring your existing pipeline. Map columns, preview, import.
Instant search
Client name, email, or agreement ID. Results in under 100ms.
Team seats
Share a dashboard with your partner or TC. Permissioned views.
Pipeline insights
Active agreement count, average duration, renewal rate trends.
See it in action with your own agreements.
15-minute demo. Bring one signed PDF — we'll show you the full flow.