Transaction coordinators
Transaction coordinators can track buyer, seller, lease, referral, and commercial files while keeping the underlying activity visible to the right people. Assign multiple agents, offices, and coordinators to a transaction.
RealtySlate feature
Give brokers, admins, transaction coordinators, and agents one place to manage every transaction from contract to close.
Who it helps
Give each person the information and actions needed for their part of the process while preserving brokerage oversight.
Transaction coordinators can track buyer, seller, lease, referral, and commercial files while keeping the underlying activity visible to the right people. Assign multiple agents, offices, and coordinators to a transaction.
For Managing brokers, RealtySlate makes it easier to manage deadlines and required documents. Keep notes, tasks, flags, document status, signature activity, and history attached to the right file.
Real estate agents get a focused view for move cleanly from review to commission, with the supporting records kept inside the same brokerage workflow. Search by status, agent, office, dates, price, compliance state, missing documents, and flags.
RealtySlate helps Compliance staff track buyer, seller, lease, referral, and commercial files without opening access to unrelated company information. Assign multiple agents, offices, and coordinators to a transaction.
Core capabilities
These tools are included in the connected RealtySlate platform and use the same company, office, team, and user permissions.
Assign multiple agents, offices, and coordinators to a transaction.
Keep notes, tasks, flags, document status, signature activity, and history attached to the right file.
Search by status, agent, office, dates, price, compliance state, missing documents, and flags.
Connected workspace
Give brokers, admins, transaction coordinators, and agents one place to manage every transaction from contract to close. RealtySlate keeps the work connected to the people, records, deadlines, files, financial details, and reporting that surround it.

Detailed workflow
RealtySlate keeps the complete workflow searchable and permission-aware, so authorized users can understand the current status without reconstructing the history from email or separate software.
The same record can move through related transaction, document, signature, compliance, commission, billing, CRM, office, team, and reporting tools without entering the underlying information again.
Related capabilities
RealtySlate feature areas share authorized records so the next step begins with the information already collected.
Frequently asked questions
Give brokers, admins, transaction coordinators, and agents one place to manage every transaction from contract to close. Assign multiple agents, offices, and coordinators to a transaction. Keep notes, tasks, flags, document status, signature activity, and history attached to the right file. Search by status, agent, office, dates, price, compliance state, missing documents, and flags.
RealtySlate supports Transaction coordinators, Managing brokers, Real estate agents, and Compliance staff with access controlled by company, office, team, role, and individual permissions.
The feature shares authorized company records with related RealtySlate workflows, including Real Estate Document Management Software, Built-In Real Estate E-Signature Software, Real Estate Compliance Review Software, Real Estate Commission Tracking Software.
See RealtySlate in action
Explore the free demo now or request a guided walkthrough for your brokerage.