Blog
Transaction coordination
Running many files at once: triage, signatures, partners and the habits that keep deals on schedule.
- Transaction coordinationChasing signatures is a job nobody hired you forChasing envelopes eats the hours a TC should spend on the file. A simple tracking habit, what to do when a signing is declined or voided, and how to let the envelope report back on its own.October 20, 2026 · 6 min read
- Transaction coordinationThirty files, one morning: how TCs triage without dropping a dealWhen every file wants you at once, order beats effort. A triage sequence for transaction coordinators (overdue, closing soon, client questions, blockers) and a morning routine that keeps every deal moving.October 20, 2026 · 5 min read
- Transaction coordinationThe email-chain problem: lenders, escrow and the other agent on one pageReply-all threads bury updates, copy the wrong people and leave clients guessing. How to give each partner on a deal a clear role, and one place to report progress.October 20, 2026 · 5 min read
Give every client a live board of their escrow.
One link. They see where it stands and what's next — and you stop answering “any update?” one text at a time.
Start your free trial