Best Transaction Coordinator
Software in 2026

TC software pricing varies widely based on the model: Pay-per-use options like ListedKit AI start at $9.99 per contract intake. Monthly subscriptions range from $29/month (Folio) to $99-399/month (Open to Close). Some platforms like Dotloop offer free tiers with limited transactions. The best value depends on your transaction volume. Pay-per-use works better for varying volumes, while unlimited monthly plans suit high-volume TCs.

Essential features include: document management and storage, deadline tracking and reminders, task automation, email integration, calendar syncing, and reporting. Advanced features to consider: automatic contract reading (AI-powered), e-signature integration, forms libraries, compliance checklists, and CRM capabilities. Prioritize based on your biggest pain points. If manual data entry consumes your time, AI contract reading is valuable. If you need forms, look for built-in libraries.

For solo TCs, the best choice depends on your volume. If your transactions fluctuate month-to-month, ListedKit AI's pay-per-use model ($9.99/intake) means you only pay when you have work. For consistent low volume (1-5/month), Folio's free plan covers 3 transactions. For higher consistent volume, Dotloop at $31.99/month or TCDocs at $70/month offer unlimited transactions. Solo TCs should prioritize ease of use and avoid overpaying for team features they won't use.

For teams, consider: Open to Close ($99-399/month) for enterprise features and compliance needs, SkySlope for large brokerages needing audit trails, or Dotloop for teams wanting forms and e-signatures included. Key team features to evaluate: user permissions, shared templates, reporting across team members, and per-user pricing. Avoid paying per-user fees if your team is large. Look for unlimited user plans instead.

Most TC software integrates with popular real estate CRMs. ListedKit AI integrates with Follow Up Boss, Gmail, and Outlook. Dotloop connects with many MLS systems and CRMs. SkySlope and Open to Close offer extensive integration options. Before choosing, verify the specific CRM integrations you need. Native integrations work better than Zapier workarounds for critical workflows.

Currently, ListedKit AI is the only TC software with true automatic contract reading powered by AI. Ava (ListedKit's AI) reads any purchase agreement, extracts key dates, parties, and terms, and builds timelines automatically. This reduces contract review from 20+ minutes to 2-3 minutes. Other platforms require manual data entry from contracts into their systems.

Yes, several options offer free tiers: Dotloop provides up to 10 free transactions, Folio offers 3 free transactions on their starter plan, and ListedKit AI gives your first contract intake completely free. These free options are great for testing before committing or for TCs with very low volume. However, free tiers typically have feature limitations.

Switching TC software typically involves: 1) Exporting your data and documents from the old platform, 2) Setting up the new platform with your workflows and templates, 3) Migrating active transactions (some platforms help with this), 4) Training on the new system. The transition is easiest between transactions. Most platforms don't offer direct migration tools, so plan for some manual setup time.

The terms are often used interchangeably, but there's a subtle distinction. 'Transaction coordinator software' typically refers to tools designed specifically for TCs managing the administrative side of closings. 'Transaction management software' is broader and may include tools for agents, brokers, and entire teams to oversee deals from contract to close. Both handle similar functions. The difference is often in the target user and feature emphasis.