Transaction Coordination for Brokerages & Teams
Coordination that scales with headcount — without hiring, training and replacing in-house TCs.
Brokerage-level transaction coordination provides a shared coordination team across every agent in the office, with centralized compliance visibility, consistent file standards, per-agent reporting, and pricing structured around volume rather than per-file retail rates.
A salaried in-house coordinator costs roughly $70,000 fully loaded and caps out around 25–30 files a month. Below that number you are overpaying; above it you are hiring again. Outsourced volume coordination flexes with the month you actually had.
Custom volume pricing
Tiered per-file or blended monthly, modelled against your last 12 months of volume.
Everything in this service
Per-agent reporting
Files in flight, deadlines at risk, compliance status and turnaround times, by agent and office-wide.
Brokerage-wide compliance visibility
One dashboard showing which files are clean, which are pending and which are overdue — before an audit tells you.
Multi-state consistency
One standard applied across every state you operate in, with the state-specific checklist handled underneath.
Named coordinators, not a queue
Your agents get people they know, with defined backup so nothing stalls on a vacation day.
Your systems, your branding
We work in your platform, from your branded email, following your file naming and folder structure.
Onboarding for new agents
Every new hire gets a coordination onboarding so files come in correctly from their first deal.
What happens, and when
Every file runs the same sequence. The dates come from your contract and your state — the sequence does not change.
| When | What happens |
|---|---|
| Week 1 | Discovery & standards We document your current checklist, systems, states and volume |
| Week 1–2 | System build Templates, task lists, email templates and compliance checklists configured to your brokerage |
| Week 2 | Pilot A small group of agents runs live while we tune |
| Week 3+ | Rollout Office-wide, with per-agent onboarding and reporting live |
What a coordinator does not do
Coordination is administrative work. These stay with you or your broker:
- Act as your designated broker or compliance officer
- Supervise your agents
- Make brokerage policy decisions
Available in 48 states
Each state gets its own task list, form set and compliance checklist. A Texas file runs on TREC deadlines; a New Jersey file waits for attorney review.
Brokerages and Teams: your questions answered
How is brokerage pricing structured?
Volume-tiered per file, or a blended monthly rate with an included file allowance. Both are cheaper per file than retail; which one fits depends on how consistent your monthly volume is. We'll model both against your last 12 months.
Is outsourcing cheaper than an in-house TC?
Below roughly 25–30 files a month, almost always. A fully loaded in-house coordinator runs around $70,000 a year and does not flex when volume drops. Run your own numbers.
Can you work in our brokerage's proprietary system?
Yes. We work in whatever your brokerage mandates, including proprietary portals.
Do agents get the same coordinator every time?
Yes — a named coordinator with a named backup, not a ticket queue.
Try us on your next file.
Book a 20-minute call. We'll walk your current process, confirm your states, and quote your exact rate.