Contract to close, without dropped balls.
A dedicated transaction coordinator who manages deadlines, documents and communication from accepted offer to closing.
Every contract is a project with a deadline.
Once an offer is accepted, a transaction becomes a sequence of dated obligations: earnest money, inspections, appraisal, financing contingencies, disclosures, title and closing. Missing one can cost a deal.
An ExecWing transaction coordinator builds each file's timeline, collects and checks documents against your brokerage's compliance checklist, coordinates with lenders, title and the other side's agent, and sends updates to clients using your templates.
They work under your supervision and your state's licensing rules; they don't negotiate or give advice.
Tasks your assistant owns
Timeline
- Build deadline calendars per contract
- Reminder emails to all parties
- Contingency tracking
Documents
- Collect signatures through your e-sign tool
- Compliance file audits
- Disclosure tracking
Coordination
- Lender, title and inspector scheduling
- Client status updates
- Closing prep checklists
Tools
Your assistant works in your accounts, under your access policies.
Ideal client
- Agents closing several deals a month
- Teams without in-house TCs
- Brokerages standardizing compliance
What we do — and what we don't
Unlicensed assistants cannot negotiate, interpret contracts or give advice; licensing rules vary by state.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Standard scope for a single team or leader. |
| Growth | $2,300/mo | Broader scope with reporting and process ownership. |
| Executive | $2,700/mo | Senior specialist with 3+ years of US-client experience. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Transaction Coordinators engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Dotloop, SkySlope, DocuSign and shadows the current process for timeline. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of build deadline calendars per contract and reminder emails to all parties, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add documents work such as collect signatures through your e-sign tool. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Coordination joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Transaction Coordinators: common questions
Are TCs licensed?
No. They perform unlicensed administrative tasks under your supervision.
Can they work with any brokerage system?
Common ones include Dotloop and SkySlope.
Do they talk to clients?
Yes, for administrative updates using your templates.
What does it cost?
From $1,900/mo.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.