Best Real Estate Transaction Coordinator Software [2025]

Transaction coordinators are crucial in ensuring smooth and efficient real estate transactions. However, managing multiple tasks, deadlines, and documents across various transactions can quickly become overwhelming. This is where transaction management software comes in, offering a helping hand by:

• Centralizing tasks and information–eliminating the need to juggle scattered spreadsheets and emails.
• Automating repetitive tasks such as sending emails, generating documents, and tracking deadlines.
• Facilitating seamless communication between all parties involved in the transaction, fostering a collaborative environment.

This post will compare six popular transaction coordinator software options to help you choose the best solution. We’ll delve into their features, pricing, and unique strengths to assist you in making an informed decision to help take our transaction management to the next level.

1. ListedKit – AI Transaction Management Built for Real Estate Coordinators

ListedKit is a real estate transaction management platform that helps teams move faster, reduce manual work, and stay organized. It’s built to simplify onboarding and make training your team easy with consistent, repeatable workflows. 

The AI contract reader pulls key details—names, dates, contingencies, and property info—from uploaded contracts, saving time during setup.

You can also create and share calendar events for critical deadlines through Google Calendar, keeping agents, clients, and vendors aligned. No more constant follow-ups.

With a clean, intuitive interface, ListedKit easily manages multiple transactions and trains new team members without a learning curve.

Key Features

• Smart checklists with reusable templates for every transaction type
• A user-friendly dashboard to see all active deals at a glance
• Custom transaction templates that autofill transaction details
• Custom branding with Gmail integration
• Built-in document management and MLS data integration
• Branded client and agent portals for visibility without extra back-and-forth
• Unlimited users and transactions under one flat monthly price
• 1:1 setup support with checklist and email template creation included

Pricing

• $49/month
• 14-day free trial (no credit card required)
• Includes AI features, automation tools, client portal, and unlimited access for your whole team

2. AFrame – Transaction + CRM Software for Real Estate Pros

Unlike ListedKit, AFrame is a T/CRM platform that combines transaction management with client relationship tracking in a single dashboard.

It’s built for real estate agents and independent transaction coordinators who want to manage deals and client interactions without switching between tools.

Instead of using one app for transactions and another for marketing or follow-up, AFrame brings it all together. Users can manage contracts, listings, and contacts while keeping track of tasks, dates, and communication in one place.

Key features include:

• Built-in CRM to manage leads, past clients, and referral sources
• Action plans for buyer and seller transactions
• Email templates and reminders for consistent communication
• Analytics tools to track monthly production, conversion rates, and business goals
• Custom labels and categories for organizing contacts by relationship, ownership, or deal stage

The platform is designed to handle high transaction volumes with a clean dashboard that supports hundreds of active deals. Teams can assign users to specific roles, track activities across offices, and monitor real-time progress with minimal overhead.

Pricing

• $54/month per user
• 30-day free trial
• Includes unlimited transactions, agents, and document storage

3. Open To Close – Automation-Heavy Software Built for High-Volume Teams

Open to Close is for real estate professionals who want a system they can build around their workflow—not the other way around. This transaction management software focuses heavily on customization and automation, making it a strong choice for teams managing large volumes or complex transactions.

The platform offers deep control over the process structure. You can set triggers, conditions, and smart actions that automatically assign tasks, send emails, or update timelines. Once everything is set up how you like, it’s designed to take manual work off your plate.

Some of the standout features include:

• Smart intake forms with conditional logic and payment integration
• Smart blocks to add dynamic content to messages or documents
• Custom email templates with merge fields and scheduling tools
• Automated task lists with assigned roles and built-in reminders
• Open API to integrate with Dotloop, Follow-Up Boss, Stripe, and others

Pricing

• Starts at $99/month but can go up to $399/month
• Includes 15 free transactions

4. Folio by Amitree – Email Organization Software

Folio is an email-based tool that lives right inside your inbox. Built as a Chrome extension, it automatically detects real estate transactions and organizes emails, documents, and contacts into smart folders—without requiring you to switch platforms.

For transaction coordinators who prefer a lightweight setup, Folio helps reduce time spent digging through inboxes. It syncs with Google Calendar, highlights key dates, and creates timelines you can share with clients to keep everyone on the same page.

Additional features include:

• Smart email sorting by transaction or contact
• Timeline sharing with branded designs
• Calendar sync for deadline reminders
• Exportable transaction communications for compliance

Folio is best for individual users or small teams that want to keep communications neat without managing a full transaction platform.

Pricing

• Paid plans start at $45/month
• First three transactions are free

5. EZCoordinator – Real Estate Project Management for TC Teams and Agents

EZCoordinator is a transaction and task management software designed to support real estate agents, brokers, and small teams with everyday deal tracking. Built to manage documents, dates, and deadlines in one workspace, it brings structure to the transaction process without overwhelming new users.

From listing to close, EZCoordinator allows you to:

• Create task templates and assign deadlines
• Track offers, showings, and buyer/seller leads
• Upload and sign documents with integrated DocuSign
• Set calendar reminders and receive automatic alerts
• Review documents for compliance and audit history

Its dashboard is built for flexibility, letting users adjust templates, add custom fields, and personalize sections based on specific transaction types. Suppose you’re managing many contacts or want to review files. In that case, real-time EZCoordinator offers tools to help organize the flow without relying on separate systems.

Pricing

• Plans start at $19/month (10 transactions, 5GB storage)
• Offers a 14-day free trial

6. TCDocs – Simplified Software for Transaction Coordination

TCdocs was created by a transaction coordinator, which shows its straightforward layout and emphasis on deadline tracking.

Designed for professionals who want structure without overcomplication, TCdocs helps manage dates, documents, and communication across every transaction—without requiring clients or agents to log into a portal.

The platform supports:

• Google Calendar sync to share deadlines with any party involved
• Custom task lists that automatically calculate due dates based on contract timelines
• Email scheduling for messages tied to contingencies or milestone events
• Templates that autofill transaction data into outgoing emails
• Document storage through Google Drive, Dropbox, and Dotloop integrations
• Status-sharing tools so agents can request updates at any time without interrupting your workflow

Pricing

• Offers 14-day free trial
• Solo TCs can subscribe to the $59/month while teams have to pay $69/month (2-10 logins)

Choose the Best Real Estate Transaction Software For You

Selecting the right software depends on your unique needs, preferences, and budget. We’ve discussed various transaction management platforms, each tailored to different requirements.

However, ListedKit stands out as an excellent choice for real estate coordinators, whether they work in-house or independently.

It’s a powerful tool that offers a sleek, modern interface that sets it apart. Its standout feature is the innovative use of AI technology, which revolutionizes the onboarding process by automating the extraction of details from contracts.

This reduces a 30-minute task to just 2 minutes, saving time and ensuring accuracy. Coordinators can review and verify extracted information within 5 minutes, enhancing efficiency and productivity.