Stop juggling. Start closing.
The closing desk that replaces your spreadsheets, scattered emails, and manual checklists with one daily view. See what's due, who you're waiting on, and what's at risk — before anything slips.
Free during private beta · No credit card · Outlook + Google supported
The Name
Norma: Latin for the standard
In ancient Rome, a norma was a carpenter's square — a precision tool used by craftsmen to ensure every angle was exact and every structure was sound. Over centuries, the word evolved to mean rule, standard, and pattern — the root of the English words "norm" and "normal."
We chose the name because that's exactly what this platform brings to transaction coordination: a reliable standard. One system of record. One daily workflow. Precision where there used to be chaos.
Why TCs are switching
Your workflow is held together with duct tape. Norma replaces the tape.
30+ minutes of manual data entry per intake
Under 5 minutes — upload a contract and AI fills 30+ fields automatically
Rewriting the same status email for every file
Pre-built templates with smart merge fields pull transaction details instantly
Chasing agents for missing docs and info
No-login intake links agents actually complete — zero accounts, zero friction
How it works
What changes your day
Norma is built around action, not data entry. Open it in the morning and know exactly what needs your attention first.
Today Queue
See what's due, overdue, and at risk — every morning in one view.
AI Contract Scan
Upload an agreement. Dates, names, and terms auto-fill your file.
No-Login Intake
One reusable link per agent. They submit, it lands in your workspace.
Email Templates
Pre-built templates with smart merge fields. Draft status updates in seconds — no rewriting from scratch.
Experience the intake flow
This is what agents see when you share your intake link. Try uploading a contract for AI auto-fill or step through the form manually — everything below is live and interactive.
See the product
Real UI from the current build
These are live screenshots — not mockups. The actual UI TCs use every day.
- • Active pipeline at a glance
- • Searchable + filterable
- • Fast navigation into a file
- • Key dates + tasks together
- • Docs and risk in context
- • Built for day-to-day execution
Core Features
Built for execution pressure
Strict timelines, lots of stakeholders, constant exceptions. Norma is structured around how TCs actually work.
Closing Desk
A single daily view: what is due now, what is blocked, what is missing. Run your entire file load from one screen.
Dependency-Aware Tasks
Tasks gate on prerequisites automatically. No more marking things complete when upstream items are still unresolved.
AI That Assists, Not Replaces
Contract scanning, email triage, and smart suggestions — always review-first. You stay in control before anything changes.
How Norma stacks up
Built for TC execution, not chatbot workflows
Most TC tools give you file storage with a task list bolted on. Norma is built around a daily execution workflow with review-first AI — so nothing slips through the cracks.
| Feature | Norma | ListedKit | Open to Close | Spreadsheets |
|---|---|---|---|---|
| Daily Closing Desk View | ||||
| AI Contract Scanning | ||||
| No-Login Agent Intake | ||||
| Smart Email Templates | ||||
| Task Dependency Gates | ||||
| Waiting On Tracker | ||||
| Email Signal Triage (AI) | ||||
| Outlook + Google Calendar Sync | ||||
| Unlimited AI — No Credits | ||||
| No Per-File Fees | ||||
| Shareable Portal Links |
Norma delivers AI that works for you, not against your clock — no chatbots, no credit systems, no per-use charges.
Integrations
Connects to what you already use
Outlook workflows, Google Calendar sync, and multiple intake paths — so you don't rebuild your process from scratch.
Norma also includes shareable read-only portal links with role controls, revocation, and optional link expiration.
Pricing
Simple, flat pricing. No per-file fees.
Unlimited transactions and unlimited AI on every plan. Pick the features you need and scale when you're ready.
🎉 Free during private beta — no credit card, no commitment
Early beta users lock in discounted loyalty pricing when we officially launch
Starter
For TCs getting started or managing under 10 files
- Unlimited transactions
- Unlimited AI usage (fair use policy applies)
- AI contract scanning and auto-fill
- Today Closing Desk
- Key dates and document tracking
- Norma Intake links
- 1 user
All plans include unlimited transactions + unlimited AI · No per-file fees · Cancel anytime · Fair-use policy v2026-02-17.1
Team seat and plan updates are support-assisted during private beta rollout.
Why Norma exists
Built by people who understand transaction coordination
Norma isn't a generic project management tool repurposed for real estate. Every screen, every workflow, and every AI feature was designed around how TCs actually work — managing dozens of active files, juggling deadlines across parties, and keeping deals moving when things go sideways.
FAQ
Common questions
Transaction coordinators and small TC teams who run deal operations daily. If you juggle deadlines, missing docs, and agent follow-ups across dozens of active files — Norma was built for your workflow.
Plans start at $49/month for individual TCs with unlimited transactions and unlimited AI — no per-file fees. Professional ($79/mo) adds Waiting On tracking, Email Signal Triage, and health scoring. Team ($149/mo) includes 3 users and shareable portal links; seat and plan changes are support-assisted during beta. AI is unlimited across paid plans with a workspace fair-use policy for abuse protection. Right now, private beta is completely free.
Yes — 100% free during private beta with no credit card required. We want early users to put Norma through its paces with real transactions. When we officially launch, beta users will receive discounted loyalty pricing as a thank-you for helping shape the product.
Most TC tools are built around file storage with a task list bolted on. Norma is built around a daily Closing Desk — you see what needs action right now, unblock with one click, and track waiting-on items across your entire pipeline. Unlike chatbot-first or prompt-heavy workflows, Norma focuses on review-first AI: contract scanning auto-fills your data, email templates pull transaction details automatically, and AI triage surfaces what matters — you stay in control before anything changes.
Yes. AI powers contract scanning (auto-fill dates and terms from PDFs). Optional modules like Email Signal Triage and Smart Checklist generation can be enabled per workspace in settings. Everything is review-first — AI suggests, you confirm before anything changes. Paid plans include unlimited AI usage with fair-use safeguards for abuse and platform stability.
No. You generate one reusable intake link. Agents open it, fill out the form or upload a contract for AI auto-fill, and submit. Zero accounts, zero friction.
Absolutely. The interactive demo on this page lets you experience the full intake flow with sample data — including the AI auto-fill simulation.
Outlook (email, calendar, tasks, contacts), Google Calendar sync, Norma Intake links with optional AI contract auto-fill, and JotForm webhooks. Google Sheets and Airtable import paths are available in private beta. More integrations are on the roadmap based on user feedback.
Yes — Norma includes a built-in email template library with smart merge fields. Draft status updates, document requests, and closing instructions in seconds. Templates automatically pull transaction details — address, parties, key dates — so you never rewrite the same email from scratch. Every message goes out through your connected Outlook account, so your outbox stays in one place.
Private beta is live and rolling out in staged waves — and it's completely free. Waitlist signups are prioritized by workflow fit and onboarding capacity. Most approved users get access within 1-2 weeks.
Yes. Access is invite-only with Google sign-in or magic link authentication. Email bodies are fetched on-demand (not stored in bulk), and all data is isolated per workspace.
Still have questions? Join the waitlist and mention your question — we reply to every signup.