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For TC businesses

Transaction Sidekick for TC business teams

When your TC business grows to multiple coordinators, inconsistency becomes your biggest quality risk. Transaction Sidekick standardizes the intake process, encodes your playbook into shared task templates, and gives you a unified pipeline view across your entire team.

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The problems that come with growth

A solo TC has one process — their own. A TC business has as many processes as it has TCs. Every coordinator has slightly different habits, different spreadsheet formats, different email styles. That inconsistency is invisible until a client notices, or a deadline gets missed, or a new hire can't figure out how the previous TC ran a file.

Transaction Sidekick addresses inconsistency at the source — the intake step and the checklist — so every TC on your team opens files the same way and follows the same playbook.

What Transaction Sidekick gives your team
  • Consistent AI intake — every file opened the same way, every time
  • Shared task templates that enforce your playbook across all TCs
  • Unified pipeline view of every active file across the team
  • Shared email templates so every client communication sounds like your business
1
Consistent intake
Every new file is opened via AI extraction. Same review process, same fields confirmed, same output — regardless of which TC opens it.
2
Shared task templates
Your playbook encoded once, applied to every transaction across the team. When the process improves, update the template — everyone's on the new version.
3
Team pipeline view
See every active transaction across the team in one dashboard. Know what's coming up on each file without asking.

Standardizing without micromanaging

The best TC businesses run on documented process. Transaction Sidekick is the infrastructure that makes documented process actually stick.

Onboard new TCs faster

When a new TC joins your team, they don't have to learn your spreadsheet structure or figure out which template to copy. They open Transaction Sidekick, follow the same workflow everyone else uses, and their first transaction looks like everyone else's first transaction.

Email templates that represent the business

Shared email templates mean every client communication from your business sounds like your business — consistent tone, consistent quality, regardless of which TC sent it.

Deadline accountability across the team

The master calendar in Transaction Sidekick shows deadlines across all transactions. Nothing falls through the cracks because one TC forgot to check their spreadsheet. The system tracks it.

Frequently asked questions

What software do TC businesses use to manage their team?
TC businesses typically use a combination of document platforms (Dotloop, SkySlope), project management tools, and custom spreadsheets. Transaction Sidekick adds consistent intake via AI extraction, shared task templates, and a unified pipeline view across all TCs on the team.
How does Transaction Sidekick help standardize process across a TC team?
Task templates in Transaction Sidekick encode your playbook into a standard checklist that every TC applies to every new transaction. The intake process is standardized through AI extraction — every file is opened with the same review workflow, same confirmed fields, same output.

Run a consistent operation

Transaction Sidekick is in early access. See a demo and bring your team on board.

See demo