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Automation Solutions for Transaction Coordinators
Handle more transactions with less stress. Our custom Funnels automation solutions streamline document management, deadline tracking, and client communications.
Tired of These Transaction Coordination Challenges?
Document Chaos
Chasing missing paperwork, managing multiple document versions, and ensuring everything is properly filed and accessible.
Missed Deadlines
Tracking critical dates across multiple transactions, managing contingency periods, and coordinating timely responses from all parties.
Communication Overload
Keeping all parties informed, answering the same questions repeatedly, and ensuring everyone has the information they need.
Limited Capacity
Struggling to take on more transactions because administrative tasks consume too much time and mental bandwidth.
Compliance Concerns
Ensuring all regulatory requirements are met and properly documented for each unique transaction.
There's a better way to manage your transaction coordination business.
Transaction Flow Pro is our comprehensive automation solution designed specifically for Transaction Coordinators. It leverages the power of FG Funnels to streamline every aspect of your workflow, from contract to closing.
1
Automated Document Management
  • Automated document request sequences that follow up until received
  • Centralized, organized storage for all transaction files
  • Client/agent portal for direct document submission
  • Missing document tracking and notification system
2
Deadline Tracking & Reminders
  • Automated timeline creation based on key dates
  • Multi-party reminder system for approaching deadlines
  • Contingency period tracking with escalating alerts
  • Calendar integration for critical dates
3
Communication Hub
  • Centralized communication tracking for all parties
  • Templated responses for common questions
  • Automated milestone updates to all stakeholders
  • Streamlined feedback collection and distribution
4
Transaction Pipeline Management
  • Visual pipeline tracking from contract to closing
  • Custom stages that match your exact process
  • Task automation based on transaction stage
  • Performance metrics and reporting
5
Client Experience Enhancement
  • Professional client portal for transaction updates
  • Automated welcome and onboarding sequences
  • Consistent communication and expectation setting
  • Post-closing follow-up and referral generation
Transform Your Transaction Coordination Business
Automate your workflow to significantly reduce manual tasks, save time, and increase your transaction capacity. Save 10+ Hours Per Week| Handle 2-3x More Transactions| Eliminate Missed Deadlines| Enhance Client Satisfaction| Reduce Stress and Reclaim Your Time
Before
  • Manually tracking documents, sending follow-ups, and updating all parties.
  • Limited capacity due to administrative burden.
  • Constantly worried about overlooking critical dates.
  • Inconsistent communication and frequent status requests.
  • Working evenings and weekends to keep up with workload.
After
  • Automated systems handle routine tasks while you focus on relationships and higher-value activities.
  • Streamlined processes allow you to take on more clients without working more hours.
  • Automated tracking and multi-party reminders ensure nothing falls through the cracks.
  • Proactive updates and transparent processes create a premium client experience.
  • Efficient systems allow you to maintain work-life balance while growing your business.
Pricing and Plans for Every Team Size
Transaction Flow Pro - Premium
$5000
Crafted for: High-volume TCs or small teams handling 15+ transactions per month Includes:
  • Enterprise-level transaction management system
  • Team collaboration features
  • Advanced reporting and analytics
  • White-labeled client experience
  • Custom automation workflows
  • Multiple transaction templates by property type
  • 4-hour training program (can be split into sessions)
  • 60 days of email support
  • Monthly check-in call for the first 3 months
Transaction Flow Pro - Standard
$3000
Designed for: Established TCs handling 5-15 transactions per month
Includes:
  • Comprehensive transaction pipeline setup
  • Advanced document management system
  • Multi-party deadline tracking
  • Client portal with status updates
  • Communication templates for all stages
  • 2-hour training session
  • 30 days of email support
Transaction Flow Pro - Essential
$2000
Perfect for: New TCs or those handling up to 5 transactions per month
Includes:
  • Basic transaction pipeline setup
  • Document request automation
  • Simple deadline reminder system
  • Client welcome sequence
  • 1-hour training session
  • 14 days of email support
Time saved typically results in quick returns on platform investment.
How We Create Your Transaction Flow Pro System
Discovery & Analysis
We start by understanding your current workflow, pain points, and specific requirements to identify the highest-impact automation opportunities.
Custom Solution Design
Our team creates a tailored automation blueprint specifically for your transaction coordination business, including document workflows, communication templates, and deadline systems
FG Funnels Implementation
We handle all the technical setup in your FG Funnels account, from CRM configuration to automation workflows and client portal creation.
Training & Documentation
Learn how to leverage your new systems with personalized training and comprehensive documentation to ensure your success.
Ongoing Support
We don't just set it and forget it. Our support ensures your automation continues to work flawlessly as your business grows.
Common Questions About Transaction Flow Pro
How long does it take to implement the Transaction Flow Pro system?
Most implementations are completed within 3-6 weeks, depending on the complexity of your current processes and the package selected. We'll provide you with a specific timeline during your initial consultation.
Do I need to be tech-savvy to use the system once it's set up?
Not at all! We design the system to be user-friendly and provide comprehensive training. Most TCs are comfortable using the system independently after just one training session.
Can I customize the system to my specific workflow?
Absolutely! Transaction Flow Pro is built for customization. Our process begins with a detailed discovery phase to understand your unique workflow, pain points, and requirements. We then design a tailored automation blueprint to ensure the system perfectly aligns with your business operations.
What kind of support is available after implementation?
We offer ongoing support to ensure your system continues to function flawlessly as your business evolves. Depending on your package, this can include email support, monthly check-in calls, and access to comprehensive documentation and training resources.
How quickly will I see a return on investment?
Our clients typically experience quick returns on their platform investment due to the significant time savings and increased efficiency. By automating repetitive tasks, you can handle more transactions, reduce errors, and free up time to focus on growth activities.
Ready to Transform Your Transaction Coordination Business?
Book your free 30-minute strategy session to discover how Transaction Flow Pro can help you handle more transactions with less stress.
No Obligation
Get valuable insights whether you decide to move forward with us or not.
Customized Recommendations
Receive a tailored plan that addresses your specific business challenges.
Expert Advice
Learn from specialists who understand transaction coordination automation.
Today and take the first step toward a more efficient business.