The paperwork chase, handled — every signature, document, and deadline tracked and followed up, so you sell instead of shuffle forms.
The Transaction Coordinator takes the administrative grind out of a deal from agreement to close. It chases signatures and missing documents, tracks deadlines, sends status updates to everyone involved, and keeps the transaction moving — freeing you from the paperwork so you can spend time on clients and new deals. Judgment, legal, and licensed decisions always stay with you.
WhatsApp, email, and other connected channels
Your document storage, calendar, and the compliance or transaction systems you use
You define the document checklist for each transaction type during setup — sale agreement, KYC documents, bank sanction letters, transfer forms, and so on. When a document is missing or overdue, it sends reminders to the relevant party and escalates to you if the delay becomes a risk to the deal.
No. It handles coordination — tracking, chasing, and communicating status — never legal interpretation, advice, or licensed decisions. Anything requiring professional or legal judgment is routed to you immediately.
It escalates to you as soon as a critical deadline comes within the risk window you define, with full details of what is outstanding and from whom. You can then decide whether to contact the party directly or take another approach.
Yes. You can configure separate document checklists and workflows for different transaction types — residential sale, commercial lease, rental agreement, and so on.
Two to three weeks. The primary setup is defining your transaction types, document checklists, and deadline timelines for each.
Free your agents from the paperwork so they can focus on new deals. Tell us your transaction process and we'll build this agent around it.
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