Transaction CoordinationManaging closings and paperwork

Basic Information

  • Email
  • Phone
  • Zoom
  • Slack
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Role & Transaction Type

Transaction Workflow Details

  • Dotloop
  • Skyslope
  • DocuSign Rooms
  • TransactionDesk
  • Google Drive
  • None – need help setting up
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  • 1–2
  • 3–5
  • 6–10
  • 10+
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  • Yes – communicate with all parties
  • No – agent-only communication
  • Option 3Only with title/lenders, not clients
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  • Daily
  • Weekly summary
  • Only at key milestones
  • Other / Customized
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Compliance, Deadlines & Documentation

  • Uploads through TC platform (Dotloop, etc.)
  • Share via Google Drive / Dropbox
  • Send via email
  • Other / Need setup
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Final Preferences & Notes

  • Yes – fully branded
  • Yes – name only, no full branding
  • No – use TC company branding
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