Transaction Coordinator
Real Estate · Transaction Management
Tracks closing timelines, manages documents, and coordinates between all parties — nothing falls through the cracks.
Your AI transaction coordinator tracks every closing timeline from contract to close. It manages document collection from buyers, sellers, lenders, and title companies, sends milestone reminders, and coordinates communication between all parties so nothing gets missed.
What it does
Tracks closing timelines from contract to close
Manages document collection from all parties
Sends milestone reminders (inspection, appraisal, closing date)
Coordinates communication between buyer, seller, lender, title
Flags at-risk items that could delay closing
Generates transaction status reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Daily timeline check
weekdays — Reviews all active transactions for upcoming milestones
Milestone reminders
weekdays — Sends reminders for milestones due in 3 days
Document deadline alerts
weekdays — Follows up on outstanding documents
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Milestone Reminder
Reminder: {milestone} for {property_address} is due on {date}. Status: {status}. Action needed: {action}.
Document Request
For the {property_address} transaction, we still need: {documents}. Please provide by {deadline} to keep the closing on track.
Closing Confirmation
The closing for {property_address} is confirmed for {date} at {time} at {location}. Please bring: {items_to_bring}.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Milestone at risk of being missed
→ Escalate to agent with recommended actions
Financing contingency deadline approaching with no lender update
→ Alert agent immediately
Any party expresses intention to walk away
→ Escalate to agent immediately
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for active transaction references
Builds timeline tracker for identified transactions
Identifies upcoming milestones and deadlines
Sends summary: active transactions, next milestones, at-risk items
Pre-loaded skills
Integrations
Tracked metrics
- transactions tracked
- milestones on time
- documents collected
- closing success rate
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
Average monthly transactions?
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Deploy your Transaction Coordinator today
1 setup question. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime