Archive for the ‘Transaction Coordinator’ Category

Is missing a deadline keeping you up at night?

Tuesday, February 7th, 2017

Have you ever woke up in the middle of the night and realized that you did not send an addendum to the client for signature?  It was meant to be signed and delivered before you finished for the day but with everything else going on it fell through the cracks!!!

So how do you avoid this nightmare scenario?  tcDocs to the rescue!!! (more…)

Happy tcDocs Customer

Tuesday, January 31st, 2017

The cornerstone of our software is happy customers. Below is a testimonial that we received from Travis Morris of Keller Williams who has been using  tcDocs in his business.

If you would like to give tcDocs a go then please contact us for your free 14-day trial.

Save Time by using Auto-Populating Email Templates

Tuesday, January 24th, 2017

As a Real Estate Transaction Coordinator or Assistant do you spend hours writing the same email again and again?  You may already have a template created for those repetitive emails but does your template automatically fill-in the buyer, seller, property address and escrow number?

Well this is where tcDocs can help save you time by having all the information populate automatically within an individual transaction.  You never send the email to the wrong Real Estate Broker because their address as well as those of the other transaction participants are automatically added. (more…)

Smarter Checklists – The Capturing of Your Real Estate Transaction Process

Monday, January 16th, 2017

Looking for something smarter than just a manual checklist on a spreadsheet or fillable PDF to track your transactions? Well tcDocs is just what you’ve been searching for!

One of the many inspirations for us creating tcDocs was the need for a better transaction checklist. We needed a checklist which captured the entire transaction process by automatically generating a schedule of events required to close a transaction. Capturing the transaction process is the heart of tcDocs!

To this end a task within tcDocs has the following capabilities:

  • Defines a step or contingency in your transaction process
  • The task is assigned a duration (number of days) to complete, or in the case of a contract contingency when it will lapse
  • The task’s number of days is used to automatically calculate its due date based on a transaction’s mutual acceptance, closing or even by the completion of a linked task


  • You may have as many checklists as you have agents or transaction types to mimic your transaction process
  • Depending on the transaction you are working, the custom-tailored checklist may be introduced into the transaction which will then define not only what needs to be done but when, AUTOMATICALLY!

Like our users attest you will spend less time tracking transactions and more time attracting more agents!

If you would like to give tcDocs a go then please contact us for your free 14-day trial.

Calculating Dates & Timelines for Real Estate Purchase & Sale Contracts

Thursday, January 12th, 2017

One of the most important duties of the Real Estate Assistant and Transaction Coordinator is ensuring all contract contingencies are monitored so that the Real Estate Broker does not miss a date or deadline.  tcDocs calculates contingency and other contract due dates automatically.  The application saves time and helps the Real Estate Assistant and Transaction Coordinator to be more efficient so they can handle more transactions and clients.

The core of the application is the ability to accurately calculate due dates for contingencies and monitor tasks based on timelines for their completion.

When a checklist is uploaded into a transaction within tcDocs, the application calculates due dates for all transaction tasks based on (more…)

Launching tcDocs Real Estate Transaction Coordination Simplified!

Thursday, January 5th, 2017

Have you ever wanted your own personal Software Designer?

Well that is exactly what tcDocs is based on.  tcDocs provides Real Estate Transaction Coordinators and Assistants their own application, designed and co-developed by a Real Estate Transaction Coordinator for Real Estate Transaction Coordinators.

As a Transaction Coordinator, I knew what functionality I was looking for in Transaction Coordination software, but could not find the exact match I was looking for. So, I resorted to using a spreadsheet to monitor and track my tasks and timelines.

Then my darling Husband (who is a former Aerospace Engineer and continual Software Enthusiast) said he could build an application to help make my Real Estate Transaction Coordination business more efficient, faster and more accurate.

So tcDocs was born! (more…)

10 Ways to Impress an Appraiser

Friday, April 4th, 2014

Senior Businessman

The inspection contingency has been satisfied so the next step is to order the appraisal.

Your  Transaction Coordinator can prepare a packet of information for the Appraiser. This will help educate the Appraiser as to your listing’s value.

What to included:

1. Plats and surveys

2. Deeds for the property

3. HOA documents

4. Conditions Covenants & Regulations (CC&Rs) for the neighborhood

5. Floor plans & specifications

6. Information on the  neighborhood i.e. parks , nearby amenities

7. Provide comparables of similar homes

8. Detailed list of upgrades with dates and cost

9. Remodel costs with before & after photos

10.  Energy efficient green features

Clean up the yard as first impressions count when the Appraiser is pulling up in front of the house.  De-clutter the inside as it will make the rooms appear larger.  Also, don’t forget to remove any lingering odors.

Do not follow the Appraiser around or get in their personal space, leave them to do their job.

Want to know more?

National Association of Realtors A Guide to Understanding a Residential Appraisal”

The Path of an Escrow

Friday, March 28th, 2014

Once the Purchase and Sale has been drawn up and all parties have signed, we have mutual acceptance. The next step is to open Escrow, however, in some cases both Buyers and Sellers do not always know exactly what Escrows’ role is and what happens next.

The infographic “The Path of an Escrow” below gives your clients a visual timeline of what to expect:


Information courtesy of Escrow Professionals of WA