Solution
Every deal has a next step.
Waypoint is Marker 17’s transaction coordination and CRM — one solution in a larger set. Files, dates, tasks, and people in one place, so the work stays with the work.
Built for the people who carry the file
Independent TCs, agent teams, and brokerages need the same thing: a clear path from acceptance to close, without inventing a new process in every tool.
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Transaction coordinators
Templates, linked tasks, contingency timing, and status you can send without rebuilding the update every time.
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Agents
Listings, contracts, and client communication beside the people they belong to — so production stays the job, not the paperwork.
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Brokers
Visibility across the shop. Ownership that is assigned. A back office that can see what is moving and what has gone quiet.
What Waypoint holds
- Transactions
- Listings and contracts with deadlines that calculate from the dates that matter.
- Workflows
- Task lists per office or agent, linked steps, and emails that leave when the contingency says so.
- CRM
- Contacts, ownership, and follow-up that lives next to the deals — not in a separate book of names.
- Portals
- Agents, buyers, and sellers see the dates and files they need, without a chase for status.
One picture of the file
Acceptance, contingencies, documents, and who owes the next action — held together so nobody has to rebuild the day from five logins.
- Deadline-driven tasks Import a list into the deal. Link steps. Watch due dates move with mutual acceptance and closing.
- Status that travels Templates fill from the transaction. Summaries leave on a schedule you set, not when someone remembers.
- CRM beside the deal Contacts, roles, and history sit with the file — so the relationship and the transaction stay one story.
Active contract
| Waypoint | When |
|---|---|
| Inspection period | Day 8 |
| Appraisal ordered | Today |
| Loan commitment | Day 21 |
| Closing | Apr 18 |
Status ready for the listing agent · 3 tasks open
The reason is still time.
Waypoint is a solution, not another login to manage. It exists so coordinators, agents, and brokers get minutes back — and the file still arrives complete.
A few answers
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What is Waypoint?
Marker 17’s transaction coordination and CRM solution. The place where listings, contracts, tasks, contacts, documents, and status run together.
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How is it different from HQ?
HQ looks at the business in layers — operation, firm, team, person. Waypoint is where the file work happens: workflows, CRM, portals, and the day-to-day path to close.
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Is this a replacement for every tool we use?
No. Waypoint is built to hold the transaction and the relationships around it. Interchange joins the wider Marker 17 set when the firm needs one picture across more systems.
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Who should inquire?
TCs growing past spreadsheets, teams that want one process, and brokerages that need visibility without adding another job of managing software.