Book a DemoFor transaction coordinators
Coordinate the complete file from the same workspace as the agent and broker.
Broker Pilot allows a brokerage or agent to assign an eligible transaction coordinator to an individual deal. Once assigned, the coordinator can work with that deal and its related client transaction, including documents, attachments, signature preparation, emails, contacts, calendars, checklists, and closing information.
Deal-specific access instead of blanket access
A transaction coordinator may work on some files but not every transaction in a brokerage. Broker Pilot ties coordinator access to the deal assignment so the coordinator sees the files and related client transaction they have been asked to coordinate.
Work from the same transaction record
The coordinator, agent, and broker work from the same saved documents, contacts, dates, emails, and checklist state. That reduces duplicate uploads and conflicting status updates between separate tools.
Prepare work for the responsible parties
An assigned coordinator can help populate signing fields, prepare email drafts, attach documents, update deal contacts, record dates, and maintain the workspace. The person who prepares signing controls the fields they assigned, protecting the setup from accidental recipient changes.
Keep the agent in control of the relationship
The coordinator's email can appear alongside the agent's address when the coordinator works on deal communication. Client portals and the deal workspace keep both roles aligned without requiring the client to follow separate systems.
Frequently asked questions
Answers about for transaction coordinators
How does a transaction coordinator get access?
An agent or broker assigns an eligible transaction coordinator to a specific deal. The coordinator is notified and can access the connected deal and client transaction.
Can a transaction coordinator upload and replace documents?
Yes. An assigned transaction coordinator can work with documents and attachments for that deal, subject to the same workflow rules as other authorized deal participants.
Can a transaction coordinator prepare signature fields?
Yes. An assigned coordinator can populate signing fields for the appropriate participants and control the fields they created.
Can a transaction coordinator create unrelated client records?
Transaction coordinators receive deal-specific access by assignment. Creating clients is reserved for users who also hold the appropriate agent or brokerage role.