Help / Video tutorials / Coordinator Pro
Handing a deal to an agent
Hand a deal you run on Coordinator Pro to its agent: offer it from deal Settings; they take it over on Agent Pro.
1:13 · Captions included · 3 chapters
Updated since this video was made
- Changed (Nov 1, 2026): an offer moves only the deal it was made on, and you can withdraw it (the agent gets a bell). After a revoke, or once your plan ends, the agent's “Take over all” moves every deal you run for them, closed and archived ones included.
Read the transcript
Here's how to hand a deal to the agent you run it for, and what taking it over needs.
On the deal, open Settings, and find Hand this deal to Avery Brooks.
Avery takes it over on her own plan, with clients, history and documents. You lose access. Click Offer it to Avery.
It's offered. Until Avery takes it, you can still click Withdraw offer.
Offers only go to an agent who approved you. Riley hasn't yet, so Riley's deal can't be handed over.
Avery gets an email and a bell notification: Casey Morgan offered you a deal.
On the deal, she sees Casey offered to hand this deal to you, with a Take it over button.
Taking a deal over needs Agent Pro, and the first two weeks are free. Avery starts it from Billing.
Then she clicks Take it over. It's hers now, on her own plan, with everything intact.
The deal now sits on Avery's own dashboard, with Jamie still on it.
On your side, it's gone from Avery's page, and you get an email that Avery took it over.
Avery can also take deals over without an offer: after revoking you, or if your plan ends.
Offer it from deal Settings. The agent takes it over on Agent Pro, with clients, history and documents.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Coordinator Pro
1:20Set up Coordinator ProStart Coordinator Pro as a freelance TC: sign up, start the free trial, verify your mobile, and open My agents.
2:32Add an agent and get approvedFreelance TCs: add each agent you work for and get approved, while your work shows under the agent's name.
1:41Run deals under each agent's nameAs a freelance TC, run each agent's deals on their own page, under their name, with walls between agents.