For agents

Real estate agent transaction management without a dedicated TC

Managing your own transactions is time-consuming and high-stakes. Miss a contingency deadline and there are real consequences for your client. Transaction Sidekick reads your contracts and tracks every deadline automatically, so you don't have to hold it all in your head.

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Why agents self-TCing need better tools

Real estate agents are experts at finding buyers and sellers and negotiating deals. Transaction coordination is a separate specialty — tracking contingencies, coordinating multiple parties, managing documentation, hitting every deadline. When agents self-TC, they're doing two jobs, and coordination's moving parts are easy to lose track of when you're also focused on lead generation and client relationships.

The problem

Contract intake takes 20+ minutes

You've already read the contract to negotiate it. Entering all the parties, dates, and deadlines into a tracking system a second time is pure overhead.

→ AI extraction reads the contract for you in 30 seconds.

The problem

Contingency deadlines spread across your head

Inspection, loan, appraisal, title — each with its own window. Keeping them all in your head across multiple active transactions is how things get missed.

→ Master deadline calendar tracks every contingency across all your files.

The problem

No standard checklist for your process

Without TC training, it's easy to miss a step — a disclosure that wasn't delivered on time, a walkthrough that wasn't confirmed until the day before close.

→ Auto-populated task checklists guide you through every transaction step.

The problem

Same communications rewritten every time

Intro emails, contingency reminders, closing logistics — every transaction gets its own version of the same messages, written from scratch each time.

→ Email templates auto-fill with party names and dates from the contract.

What Transaction Sidekick handles for you

AI reads the contract so you don't have to enter it twice

You've already read the contract to negotiate it. With AI contract extraction, you don't have to read it again to enter all the parties, dates, and deadlines into a tracking system. Upload the PDF, review the extraction in 60 seconds, confirm. Transaction is open and ready.

Every contingency deadline, tracked

Inspection, loan, appraisal, title review, walkthrough, COE — every contingency deadline is extracted from your contract and tracked on a calendar automatically. You see what's coming up across all your active transactions in one view.

Deadlines change — extensions get negotiated, COEs shift. Update the date in Transaction Sidekick and the calendar updates everywhere.

A checklist so nothing falls through the cracks

The task checklist gives you a step-by-step view of what needs to happen on each transaction. Each task is tied to the right contingency deadline. You don't need to know every TC best practice by heart — the checklist is your guide.

Email templates that fill in automatically

Standard transaction emails — intro messages, inspection reminders, status updates — are templated and auto-fill with the party names and dates from your contract. Communication is faster and more consistent than writing from scratch every time.

When to use a TC vs. self-TCing with better tools

A dedicated TC makes sense for agents doing high volume (10+ transactions per year) or complex transactions that require specialized handling. For agents doing moderate volume, Transaction Sidekick provides the structure of a TC workflow without the coordination overhead.

Many agents use Transaction Sidekick alongside a TC for their biggest files, and self-TC with it on their simpler transactions.

Frequently asked questions

Can real estate agents use Transaction Sidekick without a TC?

Yes. Transaction Sidekick is designed for anyone coordinating a real estate transaction, including agents who handle their own coordination. The AI extraction and automated checklists are especially useful for agents who don't have a TC background.

What's the difference between a TC and an agent self-TCing?

A transaction coordinator specializes in managing the administrative side of a real estate deal — tracking contingencies, coordinating parties, managing deadlines. When an agent self-TCs, they're doing this work without specialist training or dedicated bandwidth. Tools like Transaction Sidekick provide the structure of a TC workflow without requiring TC expertise.

Manage your transactions without missing a deadline

Transaction Sidekick is in early access. See a demo — it works for your pipeline too.

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