Transaction Coordinator Software for Agents Who Coordinate Their Own Deals
TransactTHAT gives you the transaction coordinator tools without the handoff: a workspace per deal, a checklist built from the dates you enter, and one view of what needs your attention today.
What the software handles for each file
A checklist from your own dates
Enter the contract, earnest money, due diligence, financing, appraisal and closing dates you actually have. TransactTHAT builds a side-specific starter checklist from them and never invents a deadline for you.
Deadline tracking that surfaces itself
Overdue, due today and the next two weeks of deadlines are visible across every active transaction, so nothing depends on you remembering to check a file.
Documents and contacts per deal
Real estate document management, notes and everyone involved — client, lender, closing attorney or title company, cooperating agent — attached to the transaction they belong to and private to your account.
Client reminders you approve
Schedule professional reminder emails before important dates. You review and edit every message, and replies come back to your own email address.
Who it fits
TransactTHAT is built for the individual agent or Realtor running contract-to-close coordination themselves — one to a dozen files at a time. If you have outgrown notes and a spreadsheet but do not want a full CRM, this is the middle ground: transaction tracking for real estate agents, and nothing you have to configure for weeks.
Frequently asked questions
- What is transaction coordinator software?
- Transaction coordinator software is a tool that organizes everything that happens between a signed contract and closing day. Instead of tracking dates in a notebook, a spreadsheet and your inbox, a transaction coordinator app keeps each deal's checklist, contract deadlines, documents, contacts and notes in one place, and shows you what needs attention next. TransactTHAT does this for agents who coordinate their own transactions.
- Can a real estate agent manage their own transactions?
- Yes. Many agents coordinate their own files, especially before hiring a transaction coordinator. The difficulty is not the work itself but keeping every date and document straight across several deals at once. TransactTHAT was built for exactly that situation: one organized dashboard so an individual agent can run transaction management without a separate coordinator.
- How much does transaction coordinator software cost?
- TransactTHAT includes a 30-day FREE trial with no credit card required, followed by a paid plan: $19 per month for Essentials (3 transaction credits per billing cycle), $29 per month for Pro (5 credits), or $39 per month for Elite (unlimited credits). Credits count only new transactions created during the current cycle. Existing records remain accessible, and you can change plans at any time.