TC email templates with AI-assisted drafting
Email templates for the most common transaction coordinator communications, with party names and dates auto-filled from your contract. When you need a custom message, AI drafts it with your transaction's specific context.
- Templates auto-fill with party names, dates, and transaction details from your contract
- Includes intro, contingency reminders, status updates, and closing coordination templates
- Create and save custom templates to your library
- AI drafting generates a personalized message for any situation, using your transaction's context
- Every draft is reviewed before sending — AI suggests, you decide
Why TCs need better email templates
Transaction coordinators send dozens of emails per transaction — intro messages, deadline reminders, status updates, and closing logistics. Most TCs keep a folder of templates they've written and edited over the years.
The problem isn't the templates themselves. It's the time it takes to open one, find and replace every name, date, and address, and hope you didn't miss anything. Transaction Sidekick does that work for you.
Templates that fill themselves in
Every name and date from your contract
Transaction Sidekick templates use variable placeholders that pull from your extracted contract data. Buyer name, seller name, escrow officer, COE date, and any other field you extracted — all auto-filled when you open a template for that transaction.
Create your own templates
Save any email you write as a template. Add variable placeholders for the fields you want auto-filled. Your template library grows with your workflow.
- Transaction intro — welcome email to all parties
- Inspection contingency reminder
- Loan contingency status check
- Appraisal contingency reminder
- Closing countdown update
- Closing day coordination
- Post-close thank you
AI email drafting for non-standard situations
Templates cover the common cases. But every transaction has situations that don't fit a template — a difficult negotiation, an unusual contingency, a client who needs a custom explanation.
Draft from context, not from scratch
AI drafting uses your transaction's context — parties, dates, current status — to generate a relevant draft for the situation you describe. You tell it what the email needs to accomplish. It writes a version with the right names, dates, and details already in it.
You review before anything is sent
No email is sent automatically. AI drafts are a starting point. You review the draft, edit it, and send when you're ready. Transaction Sidekick is a tool, not an autopilot.
Who benefits most from email templates
Independent TCs sending the same emails across every file in their pipeline spend significant time on repetitive communications. Templates with auto-fill turn a 5-minute task into a 30-second one, multiplied across every file you're working.
TC businesses use templates to standardize client communication across the team — same tone, same quality, consistent experience regardless of which TC is on the file.
Frequently asked questions
Stop rewriting the same emails
See demo and start sending transaction emails in seconds, not minutes.
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