ClosedEasy for transaction coordinators

How does a TC work for several agents on ClosedEasy?

You add each agent you work for under My agents, they approve you once by email, and from then on you run their deals on a page of their own, under their name.

You can start building an agent's deals before they approve. Client invites are held until the approval comes in, then go out on their own. Nothing crosses between agents: each agent's page holds only that agent's deals, and each page has its own assistant that sees only those deals.

When you open a new deal, ClosedEasy asks whose deal it is: one of your agents, or your own. Your Today list pulls every agent's work into one list, grouped by agent, overdue first.

• Add agents from My agents (/agents); each gets one email to approve you, free.
• Build a pending agent's deals now; client invites wait until they approve, then send automatically.
• One page per agent, with its own deal list and its own assistant thread.
• New deal asks "Whose deal is this?" with each agent plus "Me — my own deal".
• AI drafts of client updates and messages are written in each agent's voice, never yours, and nothing posts until you do.

What does each agent see?

Each agent follows the deals you run under their name for free, from their own dashboard, and can comment, post updates and check off steps.

They see exactly who did what in every deal's Activity tab, and they hear about the key moments. They never see another agent's deals, and your deals for them do not mix with anyone else's.

Approving you is one email. The agent checks how clients will see them, fixes anything with Edit, and approves. They can decline, and they can revoke you later from Settings → Freelance TCs I've approved.

• Following is free: the agent needs no plan to approve you or watch their deals.
• Deals you run for them show on their dashboard under "Run by your coordinator".
• The Activity tab shows every action with the person who took it; clients never see it.
• Once approved, the agent's own brokerage, license, title and phone from their Settings are what clients see on your deals for them.

What do the clients see?

Clients see their agent, not you: the board shows the agent's name, brokerage, license and phone, and updates read as the agent's.

By default everything you do appears as the agent. If the agent turns on "Show my coordinator to clients" in their Settings → Team, your updates and comments show your own name marked as their coordinator, and clients' replies to deal emails reach both you and the agent.

Your own deals are different. On a deal you run for yourself, clients see you as their agent, and the form says so.

• Boards and emails carry the agent of record's name.
• "Show my coordinator to clients" is the agent's switch, not yours.
• With it on, client replies reach the coordinator and the agent, and the email says "Reply to reach <coordinator>".
• Clients never see the Activity tab.

What happens when a TC hands a deal over or leaves?

You can offer any deal to the agent you run it for from the deal's Settings, and they take it over on their own Agent Pro plan with clients, history and documents intact.

Only the offered deal moves, and you can withdraw the offer until the agent takes it. Offers only go to an agent who has approved you. Once they take it over, it leaves their page on your side and you get an email.

If an agent revokes you, or your own plan ends, their deals go read-only for you and your team seats. Clients keep their boards and nothing is deleted. The agent can then take those deals over, closed and archived ones included. A revoke can be undone: resend the request from the agent's page under My agents, and they approve again.

• Deal Settings → "Offer it to <agent>" hands one deal over; "Withdraw offer" until it is taken.
• Handing over exists only between a Coordinator Pro TC and an agent they coordinate for.
• Revoked or lapsed: deals turn read-only for you; the agent of record and clients keep everything.
• You can't delete your account while running active deals for other agents; close them or hand them over first.

What is the difference between Coordinator Pro and a TC seat on an agent's plan?

Coordinator Pro is your own plan for working under several agents' names; a TC seat is a place on one agent's Agent Pro plan, paid by that agent.

On a seat, the agent adds you from Settings → Team, chooses which of their deals you are on, and the deals belong to and are billed to them. You work their deals under their name but can't delete deals or manage their team, and you leave from Settings → Teams I'm on.

On Coordinator Pro, the deals you run for each agent sit on your plan, each agent approves you once and follows free, and you can hand a deal to its agent when the time comes. If you work for a single agent, their included seat may be all you need.

• TC seat: Agent Pro includes one; the agent pays $9 a month ($72 a year on yearly) for each extra, charged only once the TC accepts.
• TC seat: the agent picks your deals; "Add to every new deal" is on by default.
• Coordinator Pro: everything in Agent Pro, deals under any agent's name, unlimited agents who join free, a page per agent, AI drafts in each agent's voice.
• Coordinator Pro also includes a TC seat of your own, so you can bring a helper onto your deals.

What does it cost?

Coordinator Pro is $79 a month or $629 a year, and the first 14 days are free.

A card starts the trial and nothing is charged until day 14; cancel before then and you pay nothing. One free trial per person. Your agents pay nothing to approve you or follow their deals, and buyers and sellers never pay.

Start it from Billing. If you are already on Agent Pro, you can switch up to Coordinator Pro there; it swaps the plan inside the same subscription and credits unused time.

• $79 a month, or $629 a year.
• 14-day free trial, card required, charged on day 14 unless cancelled.
• Agents follow free; clients never pay.
• Start the free trial from the sign-up page (it takes you to Billing); Agent Pro subscribers can switch to Coordinator Pro from Billing.

How does a TC on a team or brokerage use it?

A TC on a team or brokerage works the org's files from its TC desk for free, with no plan of their own.

The team or brokerage owns the subscription and assigns files from the desk at /org/tcs: by round-robin, pairing, on request, or by an admin moving a card. You can be on any number of teams or brokerages, and if you work for more than one you switch desks at the top of the page.

Coordinator Pro is separate from all of that. Deals you run as a Coordinator Pro TC for outside agents are not part of the org, so a brokerage TC can keep freelance agents on their own plan without mixing the two.

• Org TCs are free; Billing shows that no plan is needed for desk work.
• Files reach you through the TC desk's rules or an admin's hand; you can pick up an unassigned file or put yours back in the queue.
• TCs can belong to any number of orgs.
• Your Coordinator Pro deals for outside agents stay outside the org.

Watch how it works

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.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.1:13Handing a deal to an agentHand a deal you run on Coordinator Pro to its agent: offer it from deal Settings; they take it over on Agent Pro.1:38For agents: approving your coordinatorFor agents: approve your coordinator once, follow their deals free, and revoke or take deals over anytime.2:25Accepting a team invite and what you can doAccept an agent's TC invite with the email it was sent to, then work their deals under their name.2:09Adding a TC to your team (agent side)Add a transaction coordinator to your team, choose which deals they work on, and how extra seats are billed.1:30Working as the agent's TCWork an agent's deals as their TC: one Today list across agents, replies and updates, and what clients see.

Questions coordinators ask

Keep reading

• What does a real-estate transaction coordinator do?
• Thirty files, one morning: how TCs triage without dropping a deal
• Chasing signatures is a job nobody hired you for
• From signed contract to full timeline in minutes
• Email it to the deal: forward or CC documents straight into a transaction
• Deal alerts in Slack, Microsoft Teams, Google Chat and Discord