Real Estate Transaction Coordinator Software
The workspace that takes a file from accepted offer to closed escrow. Built by an active real estate broker who knows what TCs actually need.
List-to-close timeline
State- and brokerage-specific task templates auto-load with due dates tied to contract milestones, listing live dates, and COE.
Document checklist & upload
Drag-and-drop upload, required/optional placeholders, in-line notes, and one-click send for e-signature. Every version is preserved.
Email templates & integrations
Pre-built listing and transaction templates with merge fields. Optional Gmail/Outlook integration keeps communication inside the file.
Compliance-ready handoffs
TCs prepare, compliance reviews, and brokers sign off — separation of duties is enforced at the database level.
Salesperson & client visibility
Salespersons see a mirrored workspace scoped to their files. Clients get a branded portal with only fully-executed documents.
Commission disbursement
Live commission math and a one-click CDA PDF using the file's parties, brokerage splits, and letterhead.
Stop juggling spreadsheets and email threads
One system for tasks, documents, signatures, compliance, and commission disbursement. Your TCs work faster, your broker sleeps better, and your files are audit-ready.
Watch the two-minute tour
See the transaction coordinator workspace, AI compliance review, commission disbursement, and the client portal in action.