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Task management

Every milestone has an owner.
Every deadline is tracked.

Missed inspections, late title reviews, and forgotten lender deadlines are how deals slip. MotionCRE gives every milestone an owner and a due date, and flags anything overdue.

Built for how deals close

Nothing on a deal
falls through the cracks.

Every deal runs the same due diligence checklist: title, environmental, rent roll, T-12, lender quotes, and dozens more. A lot of teams still track this in a Word doc. MotionCRE gives every item an owner, a due date, and a place to attach the document that clears it, all on the deal.

Clear ownership

Assign work
with no ambiguity

Every task carries a clear owner, a due date, and full deal context. Team members know precisely what is required, when it is due, and which transaction it belongs to. Task descriptions support @mentions, so the responsible party is notified within the task itself.

MotionCRE task list with assignees and due dates

Stage templates

The right tasks,
created automatically

Define task templates for each pipeline stage. When a deal advances into Due Diligence, the appropriate tasks are created automatically with their owners and configurable offset due dates. Every new deal begins with a structured checklist rather than a manual setup step.

MotionCRE stage transition with auto-generated task checklist

Overdue detection

Behind-schedule work
is flagged automatically

MotionCRE detects overdue tasks and flags them across the dashboard, pipeline cards, and deal detail views. Behind-schedule work is visible team-wide in real time, without waiting for a weekly status meeting to surface it.

MotionCRE dashboard showing overdue tasks

Cross-deal calendar

Everything due,
across every deal

Calendar views present all tasks and key dates across the entire portfolio in one place. Filter by assignee, deal, or date range in week, month, or agenda layouts. Dashboard widgets identify the items that require attention today.

MotionCRE calendar view with tasks across deals

Everything task management covers

Everything task
management does.

01Task assignment with clear ownership
02Due date tracking with overdue detection
03Auto-generated tasks from stage templates
04Configurable due date offsets per task
05Asset-class-specific due diligence checklist templates
06Task descriptions with @mentions
07File attachments on tasks
08Calendar view across all deals
09Dashboard visibility for overdue items
10Cross-deal task filtering
11Notification alerts for approaching deadlines
12Task archival for completed milestones

Plans and pricing

Every plan includes full access to every feature.
14-day free trial, cancel anytime.

Team

3 seats

Small CRE teams of up to 3.

$249/month

That's $83/user when fully seated

Start 14-day free trial

What's included

  • 3 users included
  • 50 GB file storage
  • 15,000 AI credits per month
  • Unlimited deals

Platform features

  • Pipeline boards & list view
  • Deal rooms with files & tasks
  • AI Associate for documents & memos
  • Financing tracker & due diligence
  • Full audit trail
Most Popular

Plus

5 seats

Growing CRE firms scaling deal volume.

$399/month

That's $80/user when fully seated

Start 14-day free trial

What's included

  • 5 users included
  • Add seats at $69/mo each
  • 200 GB file storage
  • 35,000 AI credits per month

Everything in Team, plus

  • Team workload visibility
  • Workspace permissions
  • Priority email support
  • Higher AI credit cap

Power

10 seats

Institutional CRE firms with 10+ users.

$699/month

That's $70/user when fully seated

Start 14-day free trial

What's included

  • 10 users included
  • Add seats at $59/mo each
  • 1 TB file storage
  • 100,000 AI credits per month

Everything in Plus, plus

  • Lower per-seat cost as you scale
  • 5x storage vs Plus
  • ~3x AI credits vs Plus
  • Bulk seat management

14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts

Questions about task management

Common questions about assigning work, enforcing deadlines, and running due diligence on MotionCRE.

In MotionCRE, every task belongs to a specific deal and carries a clear owner, a due date, and deal context. Team members know exactly what is expected, when it is due, and which project it belongs to. Tasks can be created manually or generated automatically when a deal moves into a new pipeline stage. Descriptions support @mentions, files can be attached directly to a task, and overdue work surfaces automatically across the dashboard, pipeline cards, and deal detail views, so nothing has to wait for a weekly status meeting to be noticed.

Every deadline on every deal,
tracked.

Give your team a clear owner and due date on every task.