Any party can start. Every party gets what they need. Nothing gets lost.
Any party — agent, TC, buyer, or seller — starts by entering the property address and inviting the team. EPZH pulls public parcel and tax data automatically.
Agents link their Dotloop or Skyslope account once. All contracts, addendums, and e-sign workflows stay in those systems — EPZH shows everyone a live, role-scoped view.
Ten workflow stages. Automated deadline alerts. Financial summaries. Every party knows exactly where the deal is, what's needed, and what's coming next.
Built specifically for residential real estate — not adapted from generic project management software.
One shared space for every party. Property snapshot, price history, parties, stage, tasks, and documents — all in a single tabbed view, scoped to your role.
Bidirectional sync with the two most popular transaction management systems. Push new transactions in, pull documents out — automatically on stage changes.
Lead → Offer → Negotiation → Under Contract → Inspection → Appraisal → Financing → Closing → Closed. Each stage has a task checklist and transition log.
Role-scoped settlement breakdown. Buyers see cash-to-close and monthly P&I. Sellers see net proceeds. MLOs see the full loan picture. No one sees what they shouldn't.
Automated warnings at 7, 3, and 1 day before option periods, financing contingencies, and close date. Email + SMS. Never miss a critical date again.
E-sign stays in Dotloop or Skyslope. EPZH tracks what's pending, flags overdue signatures, and sends reminders to the right party — so nothing stalls in a queue.
Special terms in the offer? The system flags which addendums apply and pre-fills them with transaction data. Agents review and push to the transaction system.
Buyers, sellers, inspectors, and escrow officers log in with a one-time code by email. No account creation, no password resets, no friction.
You're a buyer this year, a seller next year. One account, every role you've ever played — with the full history of every deal you've been a party to.
EPZH understands that a real estate transaction has seven distinct roles — and each one needs something different.
Keep your Dotloop or Skyslope workflow. EPZH becomes your client-facing portal, pipeline tracker, and deal coordinator — without replacing the tools you already know.
Buying a home is one of the most stressful financial decisions you'll make. EPZH gives you a clear, jargon-free window into your own deal — so you always know what's happening.
You accepted an offer — now what? EPZH shows you where the deal stands, what the buyer is doing, and what you'll walk away with at closing.
Managing 20 files at once? EPZH gives TCs a master view across every transaction — deadlines, tasks, and compliance items surfaced so nothing gets missed.
Track your entire loan pipeline — rates, lock expirations, financing contingency deadlines — and coordinate with the transaction team without email back-and-forth.
Accept inspection assignments, upload your report, and see which amendments are generated — all through a simple, clutter-free interface.
Open files, track earnest money and wire instructions, coordinate closing disclosure timing, and keep every party on the same page for the final sprint to funding.
Example scenarios for this prototype, not verified customer testimonials.
"Finally, a system where my buyers can actually see what's happening without me explaining it in every call. They love the cash-to-close tracker. I love the Dotloop sync."
"As a TC managing 18 files, the deadline dashboard alone saved me from two missed contingency dates this quarter. The overdue signature alerts are a game-changer."
"My clients used to call me three times a day asking 'where are we?' Now they check EPZH. The plain-English stage descriptions are exactly what a first-time buyer needs."
"The financial breakdown showed me exactly what I was getting net. No surprises at the table. I actually understood what the settlement statement meant for the first time."
"Setting up the Skyslope integration took under five minutes. After that, documents just appear on both sides. My team stopped asking me to re-send things."
"I joined the transaction via a text link, verified with a code, and within 60 seconds could see my earnest money was received and the inspection was scheduled. No app download needed."
Agents and brokerages subscribe. Everyone else — buyers, sellers, inspectors, lenders — participates free.
No credit card required for the first 30 days. Connect your Dotloop or Skyslope account and be live in under 10 minutes.
Agent-supplied forms · Provider connections require setup · Email-code sign-in