Automate paperwork and compliance. AI-powered transaction management that ensures smooth closings and eliminates costly errors.
Get StartedTransaction Coordination is an intelligent system that manages every aspect of your real estate transactions from contract to close. Our AI automates document collection, tracks deadlines, ensures compliance, and coordinates with all parties to keep deals moving forward smoothly.
The platform eliminates the stress of transaction management by automatically generating checklists, sending reminders, validating documents, and flagging potential issues before they become problems. Every transaction is tracked in real-time with complete visibility for agents, clients, and stakeholders.
AI generates transaction-specific checklists with all required tasks, documents, and deadlines based on deal type and location.
Never miss a critical date. Automated reminders keep everyone on track for inspections, contingencies, and closing dates.
Centralized storage for all transaction documents with version control, e-signatures, and secure sharing.
AI validates documents against state and local requirements to ensure regulatory compliance and reduce liability.
Automated communication with buyers, sellers, lenders, title companies, and inspectors keeps everyone informed.
AI identifies potential problems like missing signatures, expired documents, or conflicting terms before they derail the deal.
Upload the executed contract and AI automatically extracts key dates, parties, and terms.
System creates a customized checklist with all required tasks, documents, and deadlines for this specific transaction.
AI sends reminders, requests documents, and coordinates with all parties throughout the transaction lifecycle.
All documents are complete, signed, and compliant. Transaction closes on time with no surprises.
AI automatically identifies document types and extracts key information like dates, amounts, and parties.
Seamless integration with DocuSign, Adobe Sign, and other e-signature platforms for fast execution.
Visual timeline shows all milestones, deadlines, and completed tasks at a glance.
Secure portal where clients can view progress, upload documents, and communicate with you.
Email and SMS reminders sent to all parties for upcoming deadlines and missing documents.
Complete record of all actions, communications, and document changes for compliance and dispute resolution.
Access state-specific forms, disclosures, and addendums with automatic population of known data.
Manage transactions from anywhere with full mobile app functionality for iOS and Android.
Manage multiple simultaneous transactions without hiring a dedicated transaction coordinator. Scale your business efficiently.
Standardize transaction processes across your team and maintain oversight of all deals from a central dashboard.
Ensure compliance across all agents, reduce errors and liability, and provide value-added service to your team.
Fewer Delays
Saved Per Transaction
Error Reduction
On-Time Closings
It can, but many agents use it to augment their TC's work. The system handles routine tasks automatically, freeing your TC to focus on complex issues and client communication.
Yes. Our system includes state-specific checklists, forms, and compliance rules for all 50 states, updated regularly as regulations change.
Yes. Clients get secure portal access to view progress, upload documents, and see what's needed from them in real-time.
We integrate with popular systems like Dotloop, SkySlope, and TransactionDesk, or can work as a standalone solution.
Documents are encrypted at rest and in transit, stored in SOC 2 compliant data centers, with role-based access controls and complete audit trails.
Book a demo or get started today.