Guide

Transaction coordinator software that does the work, not just the tracking

Most transaction coordinator software is a checklist with document storage: a human still reads every contract, types in the dates, and writes the emails. CloudCoord is different: it performs the coordinator's job and leaves you to review and approve it.

Tracking software vs. software that does the work

Traditional transaction management platforms (the Dotloops and SkySlopes of the world) are built to store a transaction: they hold the documents and the checklist, but the reading, the data entry, and the follow-up are still yours. CloudCoord inverts that. The software reads the executed contract, extracts the parties, price, and dates, audits it, tracks every deadline, and drafts the emails a closing needs, so your job shrinks to review and approval.

CloudCoord: Ready for your review
Closing in 7 days

1 sent · 2 waiting

MR

M. & T. Russo, your sellers

Drafted 7:00 AM

Utility cutover before the Aug 1 closing

Approved · sent
PL

Pat Lindqvist, mortgage broker

Drafted 7:00 AM

Financing contingency expires Friday: status?

Ready for review
SC

Sarah Chen, co-broker

Drafted 7:01 AM

Final walkthrough: proposing Jul 31, 9:00 AM

Ready for review

Three emails you never had to think about. Approving took one click.

The difference in one screen: deadline-driven drafts written and waiting. Your job is the approve button.

What it handles on every file

Flat pricing instead of per-seat or per-file

Most transaction coordinator software charges per user seat, and independent human coordinators charge $300–$500 per file. Both scale up exactly as your business grows. CloudCoord is a flat monthly rate: $149/month for a solo agent, $499/month for a team of up to ten. The price is predictable whether you close three files a month or thirty. See full pricing.

$149

per month, solo

One flat rate for an individual agent, at any file volume.

$499

per month, team

Covers a team of up to 10 agents: no per-seat creep.

$0

per-file fees

No per-transaction charges. One number you can budget on.

How to choose transaction coordinator software

The market splits into three groups: document-storage platforms (Dotloop, SkySlope), TC-specific workflow tools (Open to Close, tcDocs, Paperless Pipeline), and the newer AI coordinators that read and draft on their own. Which fits depends on whether you want software that holds the file or software that works it. We break down the full landscape in the best transaction coordinator software comparison.

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Two-week free trial · Solo $149/mo · Teams $499/mo · Onboarding included