One system for the whole transaction coordination team.
Give every coordinator the same checklist, the same deadlines and the same view of every file. When someone is out, anyone on the team can pick up where they left off.
Growing a TC business shouldn't mean more chaos.
Every coordinator runs files a little differently.
Start from a proven real estate checklist and make it the team's standard.
When someone's on vacation, their files go dark.
Every file, deadline and message is on the file, visible to the team.
I can't see who's overloaded until something slips.
See each coordinator's active files on the team page.
The same checklist on every file
Build your team's checklist once. Every new file gets it, along with the deadlines and required documents from the contract.
- Checklist steps with owners, filled in by role, with due dates tied to the contract.
- Email templates so every coordinator sends the same polished messages.
- Compliance review before a file is closed out.
Everyone sees what they should
Admins, coordinators and agents each get the right view. Agents see only the transactions they're on.
- Intake links so agents send new deals, contract included, and the file opens itself.
- One inbox of drafted follow-ups for anything overdue.
- Complete records: export every file, or archive it with every document and the activity log.
Run your whole TC business in one place
CRM that fills itself
Every party on a file becomes a contact, with their transactions, emails and texts.
Invoice your fee
Bill the TC fee from the file, prefilled, and take payment online with PayPal.
Tasks and boards
Checklist steps and your own tasks on one board, with a daily list of what's due.
From signed contract to organised file in minutes
Upload the contract
Drop in the executed agreement, upload a batch, or let an agent send it through your intake link.
Check the dates
Every deadline, party and amount is suggested with the rule behind it. You check and confirm them.
Everyone stays on track
Checklists, document requests, reminders and texts go to the right person before each date, not after.
Close and keep it
Submit for compliance review, track commission, and archive the complete file with every document.
Frequently asked
How many people can be on a team?
The Team plan includes 5 seats and the Brokerage plan 25. Every feature is on every plan; see the pricing page for details.
Can agents send us new deals directly?
Yes. Share an intake link and agents submit new deals through a short form, contract included, and the file opens itself, assigned to the right coordinator.
Can we use our own checklist?
Yes. Start from the built-in real estate checklist and edit it to match how your team works.
Can we move our current files over?
Yes. Upload a batch of executed contracts or import a spreadsheet of your open transactions.
More of what Closingbird does
Run your team on one standard
Start with one file, then invite the team. 14 days free, no card needed.