A transaction file that completes itself
Every deal gets one organized file. The documents it needs are listed from day one, the missing ones get chased until they’re signed, and at closing it’s complete, time-stamped, and ready for your broker.
One file. Everything in it. Nothing missing.
This is what your coordinator maintains for every deal: the full document list for this transaction type, live signature status, version history, and a record of every action it took to get there.
The checklist writes itself
Open a new deal and the file already knows what belongs in it — from the transaction type, the financing, the property, and your brokerage’s own policy. You never start from a blank folder or a template you have to remember to update.
Built from the deal itself
A financed condo purchase needs different paperwork than a cash sale of a 1962 house. The list reflects this deal, not a generic one.
Your brokerage’s rules included
Office-specific forms and policies are part of the list from day one — so compliance isn’t a surprise at file review.
Grows as the deal changes
Negotiate repair credits and an addendum appears on the list. Switch lenders and the new letter is required. The file keeps up.
Chased politely, until it’s signed
You shouldn’t have to be the nag. When a document sits unsigned, your coordinator follows up with the one person who owes it — in your voice, on a schedule that makes sense — and hands it to you before a deadline is at risk, not after.
The right person, not reply-all
Two of three parties signed? The follow-up goes only to the third — with context, so they know exactly what’s left.
Sounds like you
Every email goes out under your name, in your tone. Clients see a thoughtful agent, not an automated system.
Knows when to escalate
Reminders follow your rules — gentle at first, firmer near a deadline, and handed to you personally if a signature still hasn’t landed.
Hi Rachel,
Just one item left on the file this week — the repair-credit addendum we sent on Tuesday. Tom has already signed; it needs your signature too before Friday so the credit makes it into the closing figures.
The link below takes you straight to the signature page.
Review and sign — takes a minuteThanks so much,
Priya
A file your broker can trust
Every upload, signature, reminder, and version change is written to the record the moment it happens — with a time stamp and who did it. Nothing is ever deleted; old versions stay in the history. When the deal closes, the whole record exports in one click.
Broker review stops being a scavenger hunt. The file arrives complete, ordered, and already checked against its own requirements list.
- Jun 20, 12:04 PMFile closed — 10 of 10 documents, complete
- Jun 16, 9:30 AMClosing disclosure filed by Meridian Title
- May 21, 8:14 AMAddendum A signed by Rachel Meyer — all parties complete
- May 20, 9:02 AMReminder sent to Rachel Meyer — second follow-up
- May 19, 4:32 PMAddendum A v3 uploaded — v2 kept in history
- May 6, 2:11 PMPurchase agreement executed by all parties
- All required documents present
- All signatures complete
- Version history intact
No more inbox archaeology
The night before closing shouldn’t involve searching your email for the word “addendum.” Every document lives in the file it belongs to — current version on top, history underneath.
Close with confidence.
Set up your first transaction in minutes. Your clients get their portal — and your coordinator starts working the file — the moment you do.