Transaction Coordinator

The paperwork chase, handled — every signature, document, and deadline tracked and followed up, so you sell instead of shuffle forms.

Role Overview

The Transaction Coordinator takes the administrative grind out of a deal from agreement to close. It chases signatures and missing documents, tracks deadlines, sends status updates to everyone involved, and keeps the transaction moving — freeing you from the paperwork so you can spend time on clients and new deals. Judgment, legal, and licensed decisions always stay with you.

Responsibilities

• Tracks every document and signature required to move a transaction from agreement to close
• Chases missing documents, forms, and signatures from all parties with timely reminders
• Collects required documents through connected channels and keeps them organised
• Tracks key deadlines and dates, flagging what's coming up before it's missed
• Sends clear status updates to all parties so everyone knows where things stand
• Schedules inspections, appointments, and key dates in the transaction timeline
• Answers routine process questions — what's needed next, what's pending — from the transaction record
• Keeps a clean, current record of every transaction's status
• Routes anything requiring review, legal interpretation, or a licensed decision to you — it handles the coordination, never the judgment
• Escalates only the genuine edge cases it should never decide alone — with full context attached

Connects & Integrates With