COVERITY ALIGN / REAL ESTATE TRANSACTION COORDINATION

Transaction coordination.
Ready to go.

Bring the people, documents, deadlines, and next steps of every real estate transaction into focus. Align starts with common transaction workflows already in place, so you can get to work with less setup.

Built for real estate. Connected to Coverity CRM and Maxwell.

DRAFT • PRODUCT IMAGE

Align transaction dashboard

01 / READY TO GO

Your next deal.
Without a setup project.

Common real estate transactions follow familiar patterns. Align brings that structure with you, with little or no workflow setup for common cases. Connect your accounts and review any requirements specific to your team.

01

Start the transaction.

Add the transaction details and the people involved. Begin with the real estate process you already know.

02

See the work.

Bring requirements, tasks, documents, and deadlines into one shared view.

03

Move it forward.

Coordinate the next action, follow up with participants, and keep status visible as the deal progresses.

02 / EVERY TRANSACTION IN VIEW

Know what’s next.
And what’s in the way.

Give every handoff a clear owner and every outstanding item a place to live. Align helps transaction coordinators and real estate teams see the work from contract through completion.

Requirements & documents

Keep required items and transaction documents together. See what is present, what is missing, and what still needs attention.

Tasks & deadlines

Bring due dates and next actions into the transaction. Keep priorities visible as the closing timeline changes.

People & participants

Know who is involved and who owns the next step, across agents, clients, and the other parties supporting the deal.

Status & blockers

See where the transaction stands. Surface the outstanding work holding it back and coordinate the response.

03 / DOCUMENTS & FORMS

Drag. Drop.
Get the document ready.

Build PDFs and forms visually with Coverity’s drag-and-drop document tools. Keep document preparation close to the transaction work it supports.

DRAFT • PRODUCT IMAGE

Drag-and-drop PDF builder

Compose visually.

Arrange your document with drag-and-drop tools and prepare the forms your workflow needs.

Keep the work connected.

Manage transaction documents alongside participants, requirements, and the next action, with fewer handoffs between tools.

04 / CONNECTED BY DESIGN

The relationship.
The transaction.
The conversation.

Align connects natively with Coverity CRM and Maxwell. Your team can coordinate the work with the relationship and communication context close at hand.

COVERITY CRM

Remember the people.

Keep client and relationship context connected to the transaction, so the next conversation starts with the right background.

ALIGN

Coordinate the deal.

Organize the requirements, people, documents, deadlines, and status that carry the transaction forward.

MAXWELL

Keep in touch.

Bring transaction-aware communication into the process, including SMS through Maxwell with VoIP.ms infrastructure.

Coverity platform

Messaging availability, allowances, and add-on charges depend on the selected plan. Confirm the package that fits your team.

05 / EMAIL & CALENDAR

Work with the tools
your clients already use.

Connect email and calendaring to the work of coordinating a transaction.

AVAILABLE INTEGRATION

Gmail

Connect Gmail and Google calendaring for client email and appointment coordination.

AVAILABLE INTEGRATION

Microsoft 365

Connect Microsoft 365 email and calendaring to support client communication and scheduling.

CONNECTED NOW

HubSpot

Connect your HubSpot environment. Deeper CRM data import and use inside Coverity is planned for December 2026.

Account connection and provider authorization are required. Planned HubSpot data capabilities are not represented as available today.

06 / CHOOSE WITH CONTEXT

Compare the fit.
Then compare the cost.

Different platforms emphasize different parts of the real estate operation. Here is what the vendors currently publish, with billing units kept visible.

THE ALIGN APPROACH

Real estate coordination, ready to go.

Common transaction workflows, native Coverity CRM and Maxwell integration, and visual PDF generation in the Coverity environment. Align is included in Escrow Agent, Real Estate, and Maxwell plans. Review package pricing below and confirm feature entitlements and messaging allowances with our team.

Dotloop

$34.99 / month

Premium for individual agents; $344/year option.

Document editing, e-signatures, forms, task templates, and text-based document sharing. Teams and Business+ add transaction templates and compliance workflows.

Teams and Business+ are quoted separately. The Premium plan and FAQ show $34.99; the same page also contains a $29 banner. Confirm checkout pricing.

Open To Close

From $99 / month

Grow includes 1 user; +$69/month per extra user.

Grow includes task management, scheduled emails, and agent/client portals. Pro is $199/month; Scale is $399/month, with additional automation capabilities.

Five-user Grow example: $99 + (4 × $69) = $375/month. Published SMS: 250 texts/user/month; +$5 per additional 250.

SkySlope

From $340 / month

SkySlope Suite starting price; not a per-user quote.

Brokerage transaction management, document organization and auditing, transaction checklists, and Forms.

DigiSign and Books are shown as add-ons. Ask for included seats and the total package cost.

BoldTrail BackOffice

Request a quote

The next generation of Brokermint.

Transaction management with checklists, forms and eSignature, plus commission automation, accounting, agent management, and reporting.

No numeric rate is published on the reviewed product page. Confirm users, implementation, and module inclusions in a quote.

Public vendor pages reviewed September 29, 2026. USD where shown. Prices and features can change; confirm taxes, billing terms, users, and add-ons with each vendor. These are different packages, not a claim of feature equivalence. An unlisted capability should not be read as unavailable.

07 / PLANS THAT INCLUDE ALIGN

Align is part
of your plan.

Get real estate transaction coordination with Coverity’s Escrow Agent, Real Estate, and Maxwell plans. Choose the package that fits the work you do.

ESCROW AGENT

Built for escrow.

Basic — $49/month
$460 billed annually

Pro — $89/month
$844 billed annually

Align is included in both Escrow Agent plans.

REAL ESTATE AGENT

Built for agents.

Basic — $46/month
$458 billed annually

Pro — $89/month
$844 billed annually

Align is included in both Real Estate Agent plans.

MAXWELL AGENT

Conversation meets coordination.

Starter — $43/month
$464 billed annually

Pro — $96/month
$938 billed annually

Align is included in both Maxwell Agent plans.

MAXWELL

Keep the work connected.

Basic — $69/month
$659 billed annually

Pro — $117/month
$1,131 billed annually

Align is included in both Maxwell plans.

Package prices shown in USD.

08 / MESSAGING THAT FOLLOWS THE WORK

A conversation belongs
with its transaction.

Use Maxwell’s transaction-aware communications and VoIP.ms-powered SMS to keep participants informed as the work moves forward.

Context for the next message.

Connect the client conversation with the people and transaction your team is coordinating.

Compare the whole package.

Review included messages, extra-message charges, and plan requirements together. Ask us to size a messaging package for your team.

Draft review: Coverity’s included SMS allowance and add-on rate still need confirmation. No “more included messages,” “lower-cost add-ons,” or provider-rating claim is made.

09 / WHAT’S NEXT

More connected.
With a clear roadmap.

A view of what is planned, separate from the capabilities available today.

PLANNED • DECEMBER 2026

Deeper HubSpot data.

Import and make further use of HubSpot CRM data inside Coverity.

COMING SOON

Customer portal.

A dedicated customer-facing experience. Collect intake forms, gather documents, and setup listings and deals without exposing the user to clunky forms and outdated technology.

Roadmap dates are targets and may change. Planned features are not included as shipped capabilities in this comparison.

10 / A FEW PRACTICAL QUESTIONS

Before your next transaction.

How much setup is needed?

Common real estate workflows are ready to go with little or no workflow setup. Account connections and team-specific requirements may still need configuration.

Is deeper HubSpot import live?

The HubSpot connection is available. Deeper data import and use is planned for December 2026.

Can I build PDFs and forms?

Yes. Coverity provides visual drag-and-drop PDF generation and forms tools.

Can I see my workflow in a demo?

Yes. Bring a typical transaction and the exceptions your team handles. We’ll walk through the available workflow and discuss plan fit.

READY FOR WHAT’S NEXT

Bring your next
transaction into Align.

See ready-to-go real estate transaction coordination, connected to the people and conversations that move the deal forward.

Share this:

Like this:

Like Loading…