Transaction coordinators
Transactly
Transactly pairs a transaction coordination platform with coordinators who run the contract-to-close process for real estate agents, teams, and brokerages. Coordinators are described as licensed transaction specialists who take on about 90% of closing and other non-revenue-generating tasks.
A coordinator manages deadlines, paperwork, and the tech tools that keep a transaction compliant and on track. Platform features include transaction workflow management, listing and scheduling management, an offer management system, custom email templates, utility and home services setup, and assisted or custom setup for new accounts. Higher plans add a dedicated coordinator and a dedicated account manager.
Transactly Connect is a nationwide vendor network the company assembled for title search, mortgage, moving services, and more, so an agent can hand a client to a vetted provider during the deal. The company provides coordinators only, not general virtual assistants, and says its coordinators complete Transactly training and certification, that fewer than 10% of applicants are accepted, and that they work in all 50 states.
Plans are sold monthly or per transaction, and discounts step down with commitment length. Confirm the current plan price, how many transactions are included, and state coverage for the market in question.
Best for
Residential agents, teams, and brokerages who want a trained coordinator to run contract-to-close, or a platform for coordinators they already employ. Transactly supplies coordinators only, not general virtual assistants.
What they do
- Contract-to-close transaction coordination
- Listing and scheduling management
- Offer management
- Transaction workflow management
- Custom email templates
- Utility and home services setup
- Transactly Connect vendor network
- Platform-only access for in-house coordinators
Details
| Attribute | Value |
|---|---|
| How they charge | Coordinators can be hired per transaction on a Pay as You Go plan. The Power Agent Plan runs from as low as $339 a month, and platform-only Access is $49 a month. |
What stands out
- Coordinators handle up to 90% of closing tasks, and the company says agents save up to 16 hours per transaction.
- Reports 40,000+ transactions run through the service.
- Says fewer than 10% of coordinator applicants are accepted, and that coordinators complete Transactly training and certification.
- Coordinators are available in all 50 states.
- Transactly Connect is a nationwide vendor network covering title search, mortgage, and moving services.
Common questions
- What does a Transactly transaction coordinator do?
- A coordinator is a licensed transaction specialist who takes on about 90% of the closing and other non-revenue-generating tasks in a deal, managing deadlines, paperwork, and the tech tools that keep a transaction compliant and on track.
- How is a coordinator different from a virtual assistant?
- A coordinator works on specific transactions. A virtual assistant supports broader day-to-day operations such as inbox management, marketing support, and scheduling. Transactly currently provides coordinators only, so a virtual assistant would have to be added separately.
- Can I hire a coordinator without a subscription?
- Yes. A coordinator can be hired on the Pay as You Go plan. The Power Agent Plan, from as low as $339 a month, adds further discounts and benefits.
- Can I use the platform without a Transactly coordinator?
- Yes. The Access plan provides platform-only use for $49 a month for a coordinator already on your team.