Resources
Resources for brokerages, team leads and agents
How brokerages run deals with Charlie doing the prep and licensed agents making the calls — CMAs, disclosures, follow-up, approvals and compliance.
Transaction & TC workflows
Final Walkthrough Checklist for Transaction Coordinators: What to Verify Before Closing
A practical final walkthrough checklist for TCs: what the law requires, how close to schedule it, what to document, and what happens if something's wrong.
Transaction & TC workflows
The Contingency Removal Checklist Every Transaction Coordinator Needs
A contingency removal checklist keeps inspection, loan, and appraisal deadlines from slipping so earnest money and the closing date stay protected.
Transaction & TC workflows
SkySlope vs. Loqol: Is There a SkySlope Alternative Built on AI Automation?
SkySlope is a strong compliance and audit platform. Looking for a SkySlope alternative that automates the whole transaction? Here's how Loqol compares.
Transaction & TC workflows
Wire Fraud Prevention: A Closing-Day Checklist for Transaction Coordinators
Real estate wire fraud hit $275 million in 2025. Here's a wire fraud prevention checklist transaction coordinators can run on every closing.
Transaction & TC workflows
Dotloop vs. Loqol: Is There a Dotloop Alternative That Handles the Whole Transaction?
Dotloop is a solid e-signature and collaboration platform. Looking for a Dotloop alternative that automates the whole transaction? Here's how Loqol compares.
Transaction & TC workflows
Tracking Earnest Money and Contingency Deadlines: A TC Workflow
A transaction-coordinator workflow for tracking earnest money and contingency deadlines, plus keeping the notice trail a brokerage needs if a deal falls apart.
Transaction & TC workflows
The California disclosure package in one pass: a TC checklist for TDS, SPQ and NHD
A transaction coordinator checklist for collecting the disclosure package (TDS, SPQ, NHD) in one seller sitting, so the agent reviews and signs once.
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