Everyactive file visible
Review stage, packet, dates, tasks, documents, and current risk from the deal workspace.
Transaction coordinator software
Your TC works free. Your files stay in one place.
Organize the property, parties, packet, signatures, documents, critical dates, assigned work, and closing status without rebuilding the file in separate tools.
TCs included freeCritical dates in contextConnected documentsShared next actions
TodayLeadsDealsContractsDeadlinesListingsReports
What needs attentionExample data
Priority transaction1847 Canyon View DrDue diligence · 2 days remaining
Active pipeline$2.4M↑ 12% this month
Awaiting signature02Packets ready
1Call Jamie · financing follow-up→2Review seller packet · ready to send→3Confirm title · closes Friday→
CRMDealsE-signDeadlinesListingsReports
What should transaction coordinators look for in software?
Look for a shared place to review the deal, organize packets and documents, track signatures and dates, and identify who owns the next task. AgentEasePro connects those transaction details to the client and pipeline so coordinators can work with agents using the same business context.
Use the transaction checklistA checklist works better when it knows which deal it belongs to.
Transaction coordinators need more than a list of dates. Every milestone depends on a property, client, agent, document, signature, lender, title contact, and next action. AgentEasePro keeps that context attached to the active file.
Earlydeadline awareness
Surface upcoming milestones before the file becomes a same-day emergency.
Sharedoperating picture
Give agents and coordinators a clearer view of what is finished, waiting, and next.
What you get
The workflow, not another isolated tool.
Transaction pipeline
See every active deal by stage and open the complete file without searching through email threads and folders.
- Custom stages
- Property and parties
- Deal health
- Closing status
Packet and document workflow
Keep preparation, signature activity, supporting files, and completed documents close to the transaction record.
- Contract packets
- E-signatures
- Completion status
- Document hub
Dates translated into work
Turn milestones into visible tasks, reminders, ownership, and a daily queue that supports repeatable coordination.
- Critical dates
- Assigned tasks
- Reminders
- Closing checklist
How it moves
A repeatable contract-to-close operating rhythm.
Each stage preserves the transaction context so the coordinator can move the file forward without relying on memory or a separate spreadsheet.
Open the file
Connect the property, parties, representation, stage, and core transaction details.
Organize the packet
Prepare, review, send, sign, and store the contract documents with the deal.
Build the timeline
Record important dates and translate them into owned tasks and reminders.
Close and retain
Complete the remaining work and keep the final transaction record organized.
Who it fits
For coordinators who need context, not another isolated calendar.
AgentEasePro supports coordinators working with independent agents and lean teams that want a shared file, repeatable process, and visible next actions from contract through close.
Transaction coordinators managing concurrent files
Agent-coordinator partnerships
Small teams standardizing contract-to-close work
Coordinators replacing deadline spreadsheets
Straight answers
For Transaction Coordinators FAQ
Does my TC need a paid seat?+
No. Invite your TC as a Coordinator and connect the team to its billing owner in Settings > Billing. Coordinator memberships are free on every plan and do not use agent seats. Access follows the sponsoring workspace; an existing personal subscription is not automatically canceled.
What can a transaction coordinator track in AgentEasePro?+
A coordinator can organize the deal stage, property, parties, contract packet, e-signatures, documents, deadlines, tasks, reminders, and closing status in one connected workspace.
Can coordinators see several active transactions?+
Yes. The deal pipeline and daily work views are designed to make multiple active transactions and their next actions easier to review.
Does AgentEasePro replace legal or broker review?+
No. Templates, dates, reminders, and workflow tools support organization but do not replace broker supervision, legal advice, contract review, or the user’s responsibility to verify each file.
Can agents and coordinators share the same workflow?+
Yes. AgentEasePro is designed to give agents and lean teams a shared view of the client, transaction, documents, dates, and next actions.
Explore the connected AgentEasePro platform
See what changes when the whole workflow connects.
Start your 14-day AgentEasePro trial without a credit card, or get a guided walkthrough built around your business.