For transaction coordinators and office managers
Software built for transaction coordinators
Free plan · No credit card
Every agent's file in one workspace, each with its own checklist from accepted offer to closing. Nothing gets lost between the offer and the close.
What a TC gets in Real Deal Pro
Run the paperwork for every agent you work with from one login.
Every agent's deal, open to you
On the Team plan, the Transaction Coordinator role opens every deal in the workspace. A TC can work any file and start a new deal for any agent. Agents see the deals they work on, and whoever owns the workspace sees all of them.
- Filter the pipeline by agent to see one agent's files
- Give a teammate the role from the Team tab
Team roles and permissions
One checklist per file, from offer to close
Every new deal starts from your task template, stage by stage. Accepted Offer, Inspections, Financing and Closing each bring their own tasks. Give a task a due-date rule like 10 days before closing, and each new file with a closing date gets that date.
- Edit the template once and new files follow it
- Mark a task Action Needed and its deal card shows the flag
Task templates
Send for signature from inside the file
E-signature comes with every plan, Free included. There's no fee per envelope. Signers open the document from a link in their email, and they don't need an account.
- Map your own PDF forms once and each new deal fills them in
- Each document on the deal shows its signing status
Template field mapping and e-signature
Clients and invoices in the same login
Buyers and sellers live in the client list, and you can turn a client into a deal from their record. Invoicing is part of the same app.
- Up to 100 clients on Free, unlimited on Solo and Team
- A deal's Invoices tab lists the invoices tied to it
Client list and invoicing
How the free setup works
Send us your next deal. We set it up with you, on any plan, Free included.
Book a call
Tell us about your next deal. We reply within one business day to pick a time.
Set it up together
On a 30-minute screenshare we build that file with you, from its checklist to its first signature.
Keep what works
You keep your brokerage and your own forms. The setup costs nothing.
Plans for one TC or a whole office
The Transaction Coordinator role and a seat for each agent come with Team. Free and Solo are one seat each.
Free
Try it on your next file.
$0/mo
No credit card required
- Up to 3 active deals
- Up to 100 clients
- Auto-fill contract templates
- E-signatures included
- Task management & calendar
- Deal history (last 90 days)
Solo
One seat with unlimited deals.
$59/mo
or $49/mo billed annually ($588 a year)
- All platform features
- Unlimited deals & clients
- Auto-fill your own contract templates
- E-signatures
- Full deal history
- CSV export
Team
Each agent gets a seat, and the Transaction Coordinator role opens every agent's deal.
$99/seat/mo
or $79/seat/mo billed annually ($948 per seat a year)
- Everything in Solo
- Up to 50 team seats
- Team collaboration
- Deal assignment
- Team dashboard
- Priority support
Every new account starts with a 14-day trial with no card. After it, a one-person account moves to Free. A team workspace turns read-only until the Leader picks a paid plan.
Questions TCs ask
What can't the Transaction Coordinator role do?
A TC can work every deal in the workspace and invite teammates. Billing stays with the Leader, and so does handing over leadership.
Do my agents need a login to sign?
No. A signer opens the document from a link in their email. On Team, an agent can also have a seat and see their own deals.
Is the free plan really free?
Yes, with no card. It holds up to 3 active deals and 100 clients, and e-signature is included.
Can I keep my own forms?
Yes. Upload the PDF forms you already use and map their fields once. Each new deal fills them in.
Free tools for the files you run: Commission Invoice Generator · Closing Disclosure Deadline Calculator
Send us your next file
Start on the free plan today, or book the free 30-minute setup and we'll build that file with you.