For real estate transaction coordinators: prevent missed compliance steps

Transaction coordinators miss filings when under-contract rows sit buried in spreadsheets, risking compliance gaps and closing delays. Automated emails send next-step instructions so closings stay on track.

Overview

Missed under-contract steps create compliance risk and threaten closing timelines for transaction coordinators. This workflow delivers standardized next-step emails to clients and agents and notifies coordinators, eliminating manual handoffs and ensuring confirmations arrive within minutes.

Notable Features

Send standardized emails to clients
Notify transaction coordinators and agents
Attach required compliance checklist