Built for every role
in exchange operations.

Choose your use case and see exactly how HandShake maps to your workflow — without the generic CRM overhead.

🏦 Exchange Officers
🤝 Partner Networks
📊 Growth & Ops
🏦 Exchange Officers

Never miss a 45-day
ID window again.

Exchange officers managing multiple simultaneous deals need deadline visibility above everything else. HandShake puts every critical date front and center — with automated alerts before a deadline becomes a crisis.

  • Live countdown timers for every active 45-day ID and 180-day close window
  • Email and chat alerts at 14, 7, 3, and 1 day before each deadline
  • Deal-stage kanban board visible to your entire team in real time
  • Document sync — no manual file management
  • Automated consult scheduling with Ring Central integration
app.handshakeos.com/pipeline
Active
Summit Capital
Day 38/45 ⚠
$7.8M
ID Deadline
Patel Family LLC
Day 102/180
$1.9M
On Track
Harbor Point Inv
Day 14/180
$4.1M
Consult Done
Closing
Greenfield Assets
Day 165 · Docs out
$6.3M
Final Docs
Riverside Venture
Day 174 · In review
$5.2M
Ready
Closed ✓
Chen & Partners
Closed Jun 1
$3.7M
Complete
Oak St Holdings
Closed May 28
$1.1M
Complete

How exchange officers use HandShake

1
Lead Comes In
Intake form auto-creates a contact with source attribution
2
Qualify & Tier
EO reviews lead, sets tier (Hot / Warm / Cold), routes to pipeline
3
Track Deadlines
45-day ID and 180-day close countdowns start automatically
4
Close & Report
Deal marked Closed ✓ · Alert fires · Report generated for ops
37%
Faster average deal velocity
vs. spreadsheet-managed workflows
0
Missed IRS deadlines on platform
across all tracked active exchanges
4.2h
Average time saved per week
per exchange officer vs. prior tools
🤝 Partner Networks

Grow your referral network
without losing control.

HandShake's partner tier system gives Diamond partners their exclusive 24-hour window, tracks every referral to the right commission, and gives your ops team full visibility — all without manual spreadsheet management.

  • Diamond, Platinum, Strategic, Select, and Associate tier management
  • Diamond 24-hour exclusivity window with automatic soft-landing on pass
  • Full referral attribution — every lead linked to the submitting partner
  • Commission calculation and partner performance dashboard
  • Co-branded white-label partner pages (Enterprise)
app.handshakeos.com/partners
Partner Directory
💎 Diamond
Landmark Title Group
Jacksonville, FL · 24hr window active
14
Referrals YTD
💎 Diamond
Pacific NW Realty
Seattle, WA · 24hr window active
11
Referrals YTD
🏆 Platinum
Southwest Exchange Co
Phoenix, AZ
8
Referrals YTD
⭐ Strategic
Harbor Escrow Group
San Diego, CA
5
Referrals YTD
⭐ Strategic
Midwest Title Partners
Chicago, IL
3
Referrals YTD

How partner teams use HandShake

1
Partner Refers
Partner submits referral via their portal — auto-attributed to their account
2
24hr Window
Diamond partners get exclusive first look before pool routing
3
Deal Tracked
Commission eligibility flagged, deal progress visible to partner
4
Commission Paid
Closed deal triggers commission calculation and tier review
40+
Active partner networks managed
across all HandShake teams
100%
Referral attribution accuracy
every deal linked to the right partner
5 tiers
Partner tiers supported
Diamond through Associate, out of the box
📊 Growth & Ops

Know exactly what's
driving your closings.

Marketing and ops managers can finally answer the questions that matter: which channels convert, which sequences perform, and where leads are dropping off — without pulling spreadsheets from five different tools.

  • Live analytics dashboard with conversion gap analysis
  • Email sequence performance — open rates, reply rates, gaps flagged
  • Full-funnel source attribution: which campaign closed the deal
  • LinkedIn content calendar with post-type scheduling
  • Improvement opportunities surfaced automatically
app.handshakeos.com/analytics
2,847
Sessions / wk
3.2%
Conversion
91
Form leads
Weekly sessions — last 7 days

How growth teams use HandShake

1
Connect Analytics
Connect your analytics — live data populates in minutes
2
Review Gaps
Conversion gaps, dead channels, and bounce issues flagged in real time
3
Sync Outreach
Email sequence stats pulled live — open rates, reply rates, gaps highlighted
4
Attribute & Report
Every closed deal traced to its source — channel, campaign, blog post, or partner
12
Analytics data points per report
sessions, conversions, sources, events
Live
Email sequence data
no manual export, always current
Auto
Opportunity detection
rule-based engine surfaces conversion gaps

Find your fit.
Start in one day.

Tell us your role in a 20-minute demo and we'll show you exactly how HandShake maps to your workflow.