Help / Video tutorials / Coordinator Pro
Set up Coordinator Pro
Start Coordinator Pro as a freelance TC: sign up, start the free trial, verify your mobile, and open My agents.
1:20 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): There's no need to click Save credentials first: “Verify my phone” saves the number and texts the code. On the dashboard, New deal now asks “Whose deal is this?” — pick an agent, or “Me — my own deal”.
Read the transcript
Freelance TC? Set up Coordinator Pro in four moves: account, trial, verified phone, and your agents page.
On the sign-up page, pick I'm a transaction coordinator, then I work for several agents.
Add your name, email and a password, then click Create account. Confirm your email from the link we send.
You land on Billing. Coordinator Pro is seventy-nine dollars a month: unlimited agents, who join free, and a separate page for each.
Click Start free trial. A card is needed, and nothing is charged until day fourteen.
Your plan's on. Switch to annual for six twenty-nine a year. Your agents show here, and your first TC seat is included.
Next, Settings. Add your mobile under Agent credentials, click Save credentials, then Verify my phone.
We text you a six-digit code. Every approval request you send to an agent is tied to this verified number.
Type the code and click Confirm. Your number now shows as verified.
Back on Billing, Manage agents opens My agents. No agent ever sees another agent's deals.
Add each agent here. They approve you once, free, and every invite waits until they do.
That's it. Account, trial, verified phone. Now add your agents and run their deals under their names.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Coordinator Pro
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.
1:19AI drafts in each agent's voiceCoordinator Pro's AI writes client updates and messages as each agent, never as you, and posts nothing until you do.