5 Best Transaction Coordinator Tools You Should Know About in 2025

Dec 19, 2024 | Articles

For transaction coordinators in the real estate industry, managing transactions effectively means balancing organization, communication, and compliance while keeping client relationships strong.

With transaction volumes growing and processes becoming more complex, having the right tools can make all the difference.

From beginner-friendly spreadsheets to innovative tools designed specifically for real property transactions, today’s transaction management platforms cater to a wide array of needs.

Best Transaction Coordinator Tools in 2025

1. ListedKit: AI-Powered Transaction Management Made Simple

ListedKit is a powerful real estate transaction management software designed to With features like smart due dates, auto-fillable email templates, and AI-powered data entry, ListedKit simplifies transaction management for coordinators at any scale—whether you’re managing a few deals or handling a high volume.

Recognized as the top real estate AI startup by The Inman AI Awards in 2024, ListedKit helps you work smarter, save time, and bring greater efficiency to every transaction.

Key features:

  • AI Contract Reader. Upload a purchase agreement, and this assistive tool instantly extracts key details like deadlines, contingencies, and contact information.
  • Smart Checklists. Automatically adjust task lists when closing dates shift, or contingencies are met, saving precious time.
  • Central Dashboard. Provides a clear, organized view of the entire process, allowing you to check progress and manage multiple deals quickly.

Pricing

Unlike other software management with some issues with price increases, ListedKit offers one that is affordable and not restricted to its users. It offers a flat rate of $49/month with unlimited transactions and users. You also get additional features like document storage, compliance reviews, and task management, making it an ideal solution for growing teams. 

ListedKit: A collaborative real estate platform

Ready to simplify your workflow and save hours on every transaction?

2. AFrame Software: Transaction Management Meets CRM

AFrame is a T/CRM that combines transaction management software for real estate firms and customer relationship management into one platform. With this tool, transaction coordinators gain access to a wide range of capabilities that make managing the transaction process more structured and manageable.

Key features:

  • Robust Action Plans. Pre-built workflows guide tasks like MLS updates and compliance requirements, ensuring all agent tasks are tracked with precision.
  • Document Storage. Securely store personal documents like listing agreements, ready for quick access during compliance reviews.
  • Task Assignment. Assign responsibilities to agents or team members, streamlining the management of agent tasks like coordinating signing appointments or walkthroughs.

Pricing

AFrame starts at $54 per user, per month, offering unlimited transactions, agents, and storage. However, compared to software solutions like ListedKit, the cost increases with additional users.

3. tcDocs: Transaction Coordination with Precision

tcDocs is a software for transaction management created by a professional TC, offering tools to automate repetitive tasks and simplify the entire process of real estate transactions. It’s ideal for coordinators handling high-volume or complex deals.

Key features:

  • Task Management. Link tasks to transaction timelines to automate deadlines, like updating checklist settings based on mutual acceptance or closing dates.
  • Status On Demand. Get real-time insights into the status of transactions and share updates with agents and clients in just a few clicks.
  • Integration Tools. Sync deadlines with Google Workspace apps like Google Calendar or manage documents in compliance with Dropbox.

Pricing

tcDocs start at $59/month for a single user with unlimited transactions. Its automation capabilities and integration process make it a perfect software solution for organized coordinators.

4. Open to Close: Customizable Transaction Management

Open to Close is a powerful real estate tool designed for complex workflows, offering customizable checklists, advanced automation, and streamlined communication management. Built to handle the demands of high-volume real estate transactions, it helps ensure efficiency, organization, and precision every step of the way.

Key features:

  • Customizable Workflows: Design workflows that automatically trigger actions, such as preparing financial statements for broker submission or tracking crucial documents for compliance requirements.
  • Integrated Communication Tools: Use dynamic templates to automate emails and texts, ensuring effective communication with agents and potential clients.
  • Document Management: Manage and track the preparation of documents, from uploading contracts to distributing extended reports to agents or financial institutions.

Pricing

Open to Close starts at $99/month, making it pricier than competitors. While it offers a variety of visualization tools and automation, the cost for additional users can make scaling more expensive.

5. Spreadsheets: A Free and Flexible Option

Spreadsheets, like Google Sheets and Excel, are beginner-friendly tools that allow transaction coordinators to organize data, track deadlines, and share updates in real time. With collaboration features, these tools make it easy to involve team members and business users.

However, spreadsheets aren’t designed specifically for real property transactions, so they may lack effective transaction management features like automated task lists or compliance program tools.

They work best for coordinators with minimal transactions but can become inadequate reporting tools as workflows grow.

Best for TCs Who Want to:

  • Use free templates for tracking the navigation of analytics, like deadlines and milestones.
  • Collaborate with remote software developers or agents via cloud computing consultancy features.
  • Manage small-scale sales of properties with straightforward task lists.

Pricing

Free but limited in scalability compared to dedicated real estate administration software.

real estate transaction checklist example

Simplify Your Workflow with Free Templates

Download our free 2025 task checklist to streamline your transaction process—no extra tools needed!

Choose the Right Tool to Simplify Your Transaction Management

Here’s a quick recap of the best tools for transaction coordinators:

  • ListedKit: Offers AI-powered features like smart checklists and unlimited users, making it ideal for growing teams.
  • AFrame: Combines CRM and transaction management with robust task assignment for seamless team collaboration.
  • tcDocs: Tailored for TCs, it automates repetitive tasks and integrates with tools like Google Workspace.
  • Open to Close: Highly customizable workflows and advanced automation tools for handling complex transactions.
  • Spreadsheets: A beginner-friendly, free option for basic transaction tracking.

Pick a solution that fits your current needs, even if it’s simple. Starting with the basics lets you master the process before scaling with more features over time.