TC desk

The TC desk shares your brokerage's files among your transaction coordinators. TCs are always free.

On the left, the queue: every open deal without a TC. Each TC gets a column with their load: open files, due this week, and overdue.

Assign a file from its card. Choose Assign to, then pick a TC.

Or just drag a card onto a TC's column.

To take a TC off a file, choose Back to the queue, or drag the card back.

In Settings, choose how new deals get a TC. Round-robin gives each new deal to the TC with the fewest open files.

Below it, Only our TCs work our deals stops agents from adding TCs of their own to brokerage deals.

Now, when an agent opens a new deal, it lands with a TC on its own. Here, Ben.

Paired gives each agent their own TC. Set the pair on the People page, and that agent's new deals go straight to them.

With On request, agents tap Request a TC on a deal, and it waits at the top of the queue.

TCs see the same desk. They pick up a waiting file with Take it, and can put their own back in the queue.

On the agent's deal, the bar now names their TC.

A queue, a column for each TC, and one rule for new deals: round-robin, paired, on request, or off.

Set up your brokerage at closedeasy.com/teams.