Questions before you
replace the TC seat.
Answers about using CloudCoord as an AI transaction coordinator: what it does, what still needs approval, how pricing works, and how sensitive files are protected.
rocket_launchGetting Started
CloudCoord is your AI transaction coordinator: an AI employee for real estate files. It reads contracts, tracks deadlines, audits documents, prepares communications, and keeps the file moving without adding another coordinator to payroll.
Yes, that is the goal. CloudCoord is built to take on the coordinator seat: reading contracts, tracking deadlines, routing communications, auditing documents for compliance, and keeping the file moving. Solo plans start at $149/month and team plans start at $499/month for up to 10 agents, roughly one-tenth of a traditional full-time coordinator seat for many teams.
Most real estate tools are dashboards. They give you a place to track transactions, but you still do the coordination. CloudCoord is different because it performs the coordinator work: reading purchase and sale agreements, extracting key dates and parties, tracking deadlines, drafting communications, and flagging compliance issues so the agent can approve the next step.
No. If you can upload a PDF and check your email, you can use CloudCoord. The system reads your contracts, identifies the deadlines, and tells you what needs to happen next.
Start your two-week free trial, tell us the states you work in, and share your firm's process in the workflow setup workspace. Bring your checklists and email examples, or walk us through your process on the setup call. We'll configure supported automations with you and review a representative transaction before you activate the workflow.
Share your checklists, required documents, email examples, and how your firm handles closings. We review your state and firm requirements with you, configure supported email automations for missing-document follow-ups and document and disclosure sharing, and agree on recipients, timing, and exceptions. We walk through a representative transaction together, then you review and activate the configured workflow. Guided setup is included at no extra charge.
Yes. Document intake, audits, your dashboard, and emails you choose to draft remain available during setup. Proactive emails and custom reminders wait until you approve your configured workflow, then follow your account settings. Activating your workflow does not approve emails for sending: every outgoing email still needs your approval.
receipt_longTransactions
CloudCoord works with purchase and sale agreements, addendums, lead paint disclosures, closing disclosures, and other core transaction documents. It is focused on the hard transaction data a transaction coordinator handles — not inspection reports or ancillary documents.
CloudCoord is built to surface deadlines early rather than after the fact: it extracts dates from the contract, and once a deadline is within three days it raises it in your queue and keeps raising it until you mark it satisfied. Treat that as a second set of eyes, not a substitute for your own. Extracted dates can be wrong or missing, and reminders depend on your Gmail connection staying active, so tracking and meeting every deadline remains your responsibility.
No. CloudCoord coordinates the process and flags compliance issues, but it is not a licensed attorney and does not provide legal advice. Your attorney or title company remains the legal authority on your transaction.
CloudCoord drafts communications to attorneys, title companies, lenders, and other transaction parties. Drafts are created directly in your Gmail account so you can review and send from your own inbox — or approve them in the app and let CloudCoord send automatically.
Yes. Connect your Gmail account and CloudCoord will read incoming transaction emails, update your file automatically, and draft outbound communications directly in your Gmail drafts folder so you never have to leave your inbox.
paymentsBilling & Plans
CloudCoord is billed monthly. Individual agents pay $149/month and teams of up to 10 agents pay $499/month: no per-file fees and no onboarding fee. Past ten agents, each additional agent is $40/month, metered rather than blocked. Every plan starts with a two-week free trial, and guided workflow setup for your state and firm is included.
Yes. No long-term contracts. Cancel from your account settings at any time.
verified_userSecurity
Yes. Your data is encrypted in transit and at rest. Each agent’s transactions are fully isolated — no other user can see your deals. We do not use your data to train AI models, and CloudCoord’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. See our Privacy and Security pages for full details.
Only you and team members you explicitly add. Our AI providers, OpenAI and Anthropic (our backup), do not train on your data, and generally keep API inputs and outputs for no more than 30 days (see our Privacy Policy for the exceptions).
Still have questions?
Walk through how CloudCoord can replace coordinator workload across your active files while keeping agent approval where it matters.