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For independent TCs

Transaction Sidekick for independent transaction coordinators

Built for solo TCs managing 5–15 files at once, without an admin or a team to fall back on. AI reads your contracts, tracks every deadline, and manages your checklists — so you spend time coordinating, not data entering.

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The problems every independent TC knows

You've solved all of these with workarounds. Here's a better way.

Pain point
New files take 20+ minutes to set up
Opening a new transaction means reading the contract, entering every party and date into your tracking system, and double-checking nothing got missed.
→ AI extraction reads the contract and sets up the transaction in under 60 seconds.
Pain point
Contingency deadlines live in your head
With 10+ active files, keeping track of which deadline is coming up on which transaction is an anxiety-producing mental load — especially when extensions get involved.
→ Master deadline calendar shows every contingency across all files in one view.
Pain point
Same emails, rewritten every time
Your intro email, your contingency reminders, your closing coordination — you've written them a hundred times. Every time you write them again, slightly differently.
→ Email templates with party names and dates auto-filled from the contract.
Pain point
Checklists built from scratch per file
You have a process. It lives in your head, or in a Google Doc, or in a spreadsheet template you copy-paste for each new file. The setup is manual every time.
→ Task checklists auto-populate with your template when you open a transaction.
A day in the life

What your mornings look like with Transaction Sidekick

You start your day and open the dashboard. You can see immediately that two files have deadlines in the next 48 hours — one inspection contingency tomorrow, one loan contingency the day after. Both are flagged.

A new contract came in overnight. You drag the PDF into Transaction Sidekick. In 30 seconds, it extracts the buyers, sellers, agents, escrow officer, purchase price, and every contingency date. You review the extraction — everything's correct. You confirm. The transaction is open, the checklist is populated, and the deadlines are on the calendar.

You draft the intro email from a template. Every name is already filled in. You edit two sentences and send.

The whole morning routine — what used to take two hours across 12 files — is done in 45 minutes. The rest of the morning is actual coordination work: following up with lenders, confirming inspection times, answering agent questions.

That's what AI extraction, deadline tracking, and email templates look like in practice.

30 sec
To extract all parties and deadlines from a new contract
20+ min
Returned per file vs. manual data entry
1 view
Every deadline across every active file, on one calendar

What Transaction Sidekick does for independent TCs

Four capabilities, all connected.

Feature
AI contract extraction
Upload a purchase agreement PDF. Transaction Sidekick reads it and opens the transaction for you — parties, dates, and deadlines extracted in under 30 seconds.
Feature
Deadline tracking
Every contingency deadline from every active file, on one master calendar. Color-coded by transaction so you see what's coming up across your full pipeline.
Feature
Task checklists
Transaction checklists that auto-populate from your template when you open a file. Tasks are tied to the contingency dates from the contract.
Feature
Email templates
Templates for the most common TC emails, with party names and dates auto-filled. AI drafting for anything custom.

Frequently asked questions

What software do independent transaction coordinators use?
Independent TCs typically use Dotloop or SkySlope for documents, Google Calendar for deadlines, and spreadsheets to track the pipeline. Transaction Sidekick replaces the manual spreadsheet layer with AI extraction that reads contracts and builds transactions automatically. It works alongside your document tools — it doesn't replace them.
How many transactions can a solo TC manage at once?
Most independent TCs manage between 8 and 20 files at once. The bottleneck is usually intake and deadline tracking, not raw capacity. Better tooling expands your capacity without adding hours. TCs using Transaction Sidekick report recovering 20+ minutes per new file on intake alone.
Is Transaction Sidekick right for a new transaction coordinator?
Yes. Transaction Sidekick is designed to be approachable — upload a contract, review the extraction, start coordinating. New TCs find the automated checklist and deadline tracker especially helpful for building consistent process habits early. Check out our guide to TC work if you're just getting started.

Built for how you work

Transaction Sidekick is in early access. Independent TCs are our first priority.

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