Transaction Coordination, on autopilot
Coordi scans contracts, builds timelines, automates outreach, and keeps every party in sync—from acceptance to close.
Loved by TCs, agents, and brokers in fast-moving markets
From Chaos...
The Problems You Face Daily
Missed Contingencies
Critical dates slip through the cracks, risking deals and client relationships.
Average deal loss: $15,000
Manual Email Chaos
Endless back-and-forth emails with no clear timeline or accountability.
5+ hours per transaction
Spreadsheet Sprawl
Multiple versions, outdated information, and no real-time visibility.
30% slower closings
... to Coordination
See how Coordi transforms daily frustrations into seamless automationYour New Reality
Automated Timelines
Smart deadline tracking from contract to close with zero missed dates.
Zero missed deadlines
Intelligent Reminders
Coordinated communication that keeps everyone on track automatically.
Seamless coordination
Complete Transparency
Full clarity on deal progression with a precise and up-to-date view of every transaction.
Real-time insights
The Flow
Board Platform
Create your account, pick a tier (Solo TC, Team, Brokerage), add brokerage/licensing details, brand settings, and team roles—then connect email, calendar, e-signature, storage, and CRM to finish setup.
Integrate
How Coordi Works
Comprehensive features designed specifically to transform your transaction coordination from manual chaos to automated precision.Upload PDFs or photos and get clean, typed JSON aligned to your schema. We auto-detect parties, property, amounts, and contingencies; normalize dates; validate addresses; and surface confidence with flags for quick fix-ups.
Timeline-Driven Automation where contract milestones drive the workflow. Coordi recalculates deadlines on any change and auto-creates tasks, documents, and role-aware messages with reminders and escalation.
Role-aware, data-driven templates that pull live deal variables, attach the right docs, and route replies to the right person. Preview with real data, "test send" safely, schedule or trigger from milestones, and track delivery.
Real-time, role-aware updates across app, email, and SMS with clear calls to action. One-click links to upload docs, confirm dates, and complete tasks—plus smart reminders, digests, quiet hours, and auto-escalation on missed SLAs.
One place for each deal: status, documents, tasks, timeline, and conversation history. Role-aware views for agents, TCs, buyers/sellers, lenders, and title—plus an activity feed and quick actions to keep everyone in sync.
Comprehensive audit log tracking every field change, document action, and deadline adjustment with immutable records. Built-in privacy safeguards and security protocols ensure your data stays protected. Development in progress: exportable reports and advanced retention controls.
Integrations
Seamlessly connected to your favorite platforms
Seamlessly sync your transaction data with dotloop for streamlined workflow automation and enhanced collaboration across your entire deal pipeline.
Additional Platform integrations and descriptions coming soon to further enhance your transaction coordination workflow.