Real estate teams and deal coordinators

Keep every transaction thread where the deal actually lives.

MailLedger keeps offers, lender updates, inspection threads, and sent replies inside the deal folder so agents and coordinators can open one place and move faster.

Outlook · MailLedger add-inInteractive demo

Search. File. Done.

Find the right folder and file the message in two clicks.

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Why this workflow works

Deals fall apart when context is split across inboxes.

Real estate coordination depends on timing and documentation. MailLedger keeps the transaction record in one Outlook folder so every update, response, and sent reply remains tied to the deal.

Inspection, lender, title, and client threads branch into separate inbox chaos.

Assistants and coordinators waste time asking which email chain is the right one.

Closing prep becomes slower when the team cannot produce a clean sequence of approvals.

One place to open, review, and trust

One folder per transaction

Open the deal record and review offers, counteroffers, lender requests, and closing updates in order.

Cleaner coordinator handoffs

Transaction coordinators and assistants get the full record without chasing missing context.

Closing-ready exports

Pro lets teams package the communication history when compliance, brokerage, or legal needs it.

The workflow stays simple because it stays in Outlook

Uses the deal folders your team already understands

MailLedger strengthens the workflow in Outlook instead of inventing another place for transaction history.

Keeps inbound and outbound in one record

Offers are only useful when the sent reply is preserved beside the incoming request.

Fast retrieval when someone asks what changed

The folder becomes the fastest way to answer timeline questions during a live deal.

Trust and control

Straight answers on security

Short version: standard Microsoft sign-in, local ranking, and a record that never leaves your mailbox.

Read the security page

Microsoft sign-in

Users sign in through Microsoft with the scopes needed for filing and mailbox actions. Nothing more.

Ranking happens locally

Suggestions are ranked from sender, recipients, subject, folder history, and Outlook's short preview text, inside the add-in.

The record stays in Outlook

MailLedger upgrades the folders you already use. Your record never moves to someone else's database.

Stripe billing

Checkout and billing run through Stripe, never through us.

Centralized deployment

IT can deploy across Microsoft 365 from the admin center. Solo users can install it themselves.

Leave with everything

Cancel and your folders, filing, and history remain exactly where they are: in your mailbox.

Pricing

Start free, keep the record in Outlook

Every plan starts with a 14-day free trial. A card is required, and you pay nothing if you cancel before the trial ends.

Starter

File email and keep replies in the Outlook folders you already use.

$5.99per user / month

Best for solo users, owner-led businesses, and lean teams that need a clean record without changing workflow.

  • Smart filing inside Outlook
  • Send & File for replies
  • Fast folder lookup
  • Outlook web and desktop
Best for exports

Pro

Everything in Starter, plus exports when the record needs to leave Outlook.

$15.99per user / month

Best for audits, disputes, client reviews, and any workflow that needs a portable record.

  • One-click PDF export
  • One-click CSV export
  • Shareable audit trail
Capability
Starter
Pro
Smart filing into Outlook folders
Keep sent mail in the same record
Fast folder lookup in Outlook
Portable PDF export
Portable CSV export

Billing runs through Stripe after your trial. Annual plans carry a 30-day money-back guarantee. Either way, cancel anytime and keep everything: the record lives in your Outlook folders.

Need centralized deployment or billing-owner approval?

Self-serve works for individual buyers. MailLedger can also be rolled out through the Microsoft 365 admin center for larger teams and controlled deployments.

Contact for team rollout