StepHub
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Built for modern real estate agents

Every deal, from accepted offer to completion day — on one page.

StepHub is the shared workspace where you and your client stay aligned on conditions, deposits, and closing — purchase agreements, waivers, disclosures, and lawyer handoff, all in one place.

Create your agent account I was invited by my agent

Free while in beta · No credit card required

stephub.ca / 123-w-georgia-st
Live

Buy · Active

123 W Georgia St, Vancouver BC

Completes Mar 14, 2026 · $985,000

  • ✓Offer accepted
  • ✓Deposit to brokerage trust
  • 3Conditions periodDue Feb 10
  • 4Waiver of conditions
  • 5Lawyer retained

Amit (your client)

Inspection is booked for Saturday at 10 — want me to send you the report as soon as it lands?

Built for agents
Per-deal document vault
Private, per-deal access
Real-time updates

Features

The pieces of a deal — finally in one place.

Stop stitching together email threads, texts, and cloud folders. StepHub is the source of truth for every transaction.

Standard milestones, guided

Every deal ships with the standard path — offer, deposit, conditions, waiver, lawyer, completion. Each step has agent guidance and a client-friendly explanation.

Document vault

Upload, categorize, and share APS, waivers, status certificates, SPIS/PDS, and inspection reports. Requests, acknowledgments, and signatures tracked.

In-context messaging

Chat with your client on the same page as their transaction. No more lost email threads or 3 a.m. texts about the same document.

Client view, done right

Invite by email. Your client sees exactly what's next, what's owed, and what's coming — nothing else.

Video walkthroughs per step

Attach a short explainer to any milestone. Clients understand the deposit, the waiver, or the lawyer handoff without another call.

Private by design

Every deal is isolated. Only the agent and invited participants see it — enforced at the database, not just the UI.

How it works

Set up a deal in a minute. Close with less friction.

  1. 01

    Create your agent account

    Sign up with email or Google. No setup call.

  2. 02

    Start a transaction

    Property details, location, MLS #. We seed the standard milestones.

  3. 03

    Invite your client

    One email. They get their own view of the same deal.

  4. 04

    Work the steps together

    Conditions, waiver, lawyer handoff, completion — checked off in real time.

For agents

Fewer status-check emails. More closed deals.

  • Every active deal in one dashboard
  • Client sees progress without you drafting an update
  • Documents, deadlines, and notes never lost
  • Handoff-ready summary for your lawyer

For clients

Finally, a home for your biggest purchase.

  • Know exactly what's next — and by when
  • Read what each step means in plain language
  • Upload signed docs without another email chain
  • Ask your agent questions in context

Why we built this

"Buying a home is the biggest transaction most people will ever make. It shouldn't be run out of an inbox."

— The StepHub team · Vancouver, BC

FAQ

Questions, answered.

Does StepHub replace my CRM or brokerage software?

No. StepHub is the per-deal workspace between you and your client. It sits alongside your CRM and MLS — think of it as the shared page you both work from once an offer is on the table.

Is my client's data private?

Yes. Every transaction is isolated at the database level with row-level security. Only the agent and invited participants can see a deal — never other agents or clients.

Do I need to teach my client to use it?

No. They get an email, click a link, and see a plain-language view of what's next. Each milestone comes with a client-friendly explanation and optional video.

What does it cost?

Free while in beta. We'll introduce simple per-agent pricing once we're out — no per-transaction fees, no client seats.

Run your next deal on StepHub.

Set up your first transaction in under two minutes. Invite your client. Close with fewer late-night texts.

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