Pinnacle Docs
The Command Center for Transaction Coordinators.
Eliminate repetitive data entry and constant follow-ups. Generate error-free agreements, collect documents, and manage e-signatures all from one secure portal built for transaction coordinators handling multiple real estate deals.
Features
Invite Contract Parties
Invite buyers, sellers, LLC members, and lenders to securely enter their own details and upload required documents directly into the project portal.
Everything stays organized and visible to all authorized parties in one central location, eliminating back-and-forth emails and preventing data inconsistencies.
Non-technical participants can contribute without creating an account. Repeat clients reuse their saved profiles for instant setup on new deals. Transaction coordinators retain full control through private contact lists and role-based permissions, ensuring clean, reliable data on every transaction.
Project Organization
All information in one place!
Transaction coordination is fast, demanding, and detail-heavy — and most tools weren’t designed for the way investor and retail deals actually move. Pinnacle Docs brings clarity to the chaos by organizing every detail, every party, and every document in one secure workspace.
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You’re tired of being the bottleneck
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Every TC knows the feeling: waiting on missing IDs, LLC docs, wire instructions, or corrected signatures — while the entire deal pauses until you get them.
Pinnacle Docs brings the information to you instead of making you chase it, so transactions keep moving and you stay in control instead of under pressure.
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You want your evenings and weekends back
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Once a project is loaded, you can generate accurate contracts and send them for signature in minutes — from your laptop or your phone.
With fewer errors, fewer follow-ups, and less manual editing, you spend more time managing deals and less time buried in administrative work.
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You’re ready for software built for real-world investor and retail deals
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Most transaction tools are built for traditional agents and don’t match the pace or complexity of investor workflows.
Pinnacle Docs was designed from day one for fast-moving transactions — whether wholesale, retail, creative finance, lending, or any repeatable contract process — with workflows that match how TCs actually operate.
How it works
Get up and running in minutes
Pinnacle Docs is designed to launch fast. Whether you're handling wholesale, retail, or lending transactions, you can create a project, collect information, and generate a ready-to-sign contract in just a few simple steps.
- 1: Create a Project (30 Seconds):
- Enter the property address and basic deal information to open a new project workspace.
- 2: Invite Contract Parties (15 Seconds):
- WBuyers, sellers, lenders, and LLC members enter their own details and upload required documents, ensuring clean data from the start.
- 3: Select a Title Company (30 Seconds):
- Choose an existing title company or add a new one to keep downstream communication organized.
- 4: Select the Contract Type (1 Minute):
- Choose your contract template and enter deal specifics such as price, terms, closing date, and any custom provisions
- 5: Create the contract and sign (1 Minute):
- Review, generate, and send a fully populated contract for e-signature directly through the portal.
Boost your productivity. Start using our app today.
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