Real Estate & Mortgage Transaction Coordinator
Keeps every deadline and document in a transaction on track for the licensee
The Real Estate & Mortgage Transaction Coordinator tracks each transaction from contract to close: contingency and disclosure deadlines, document collection, signatures, and updates to the parties the licensee approves.
The licensed agent or loan originator negotiates, advises and takes applications. The coordinator never advises on price, terms or loan products and never gives legal or tax advice.
Supports a licensed professional only — never gives the advice itself.
Serves a licensed real-estate broker or agent (Cal. B&P §10130) or a licensed mortgage loan originator (SAFE Act). It never negotiates, advises on price or terms, or takes a loan application.
Reports to the licensed professional it serves, not to a seat on this org chart.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: builds the timeline for a new escrow with every contingency date. Midday: chases a missing disclosure signature. Afternoon: sends the agent-approved status update to the client. Daily: deadline alerts across all open files.
- ·Build transaction timelines
- ·Track contingency and disclosure deadlines
- ·Collect documents and signatures
- ·Send licensee-approved status updates
- ·Keep the transaction file complete
- ●Deadlines missed (target: zero)
- ●Files complete at close
- ●Status updates on schedule
- · Real estate agents and brokerages
- · Mortgage brokers