Use the trusted and tested task templates from Transactly or customize your own. It’s very simple and easy to use.
Easily create customizable task templates that we give you. Connect with your clients and vendors through reusable email templates.
Centralize your log-ins into the Transactly Hub – Google Calendar, Google Drive, TransactionDesk, DocuSign – make your life easier and simpler while you focus on giving the best service to your clients.
We make you look good
Quickly introduce your buyers and sellers to your preferred vendors. You don’t have your own vendors? No problem. Transactly can make vendor introductions on your behalf to make you look good.
Share and assign tasks to anyone connected.
Get real time text and email notifications any time something notable happens in your transaction as well as automated task and milestone reminders.
Agents trust Transactly
“Using Transactly was a no-brainer for me. I’ve been able to increase my deal flow by 50%, and their TCs are pros.“Jake PattersonPrincipal Agent at Realty Solutions
“My first transaction went smoothly and they helped me understand the process & even helped process my final paperwork to get my commission check processed quickly. Highly recommend. Thank you!“Sandra H
“Communication ability and processing skills are exemplary. I’ve been in the business 15 years and by far your service is superb”“Al Casalnova
“Doing a great job! I am not used to having a TC that is quick to respond and follows up on outstanding items so efficiently.“Kevin Kalbach
“I should have upgraded to this service long ago! Have been appreciating all your organizational efforts while I’ve been away.“Joshua Collins
Frequently Asked Questions
What are the benefits of having a dedicated transaction coordinator?
Having a dedicated transaction coordinator gives you a single point of contact, no matter how many transactions you are juggling. Our customers have told us that they find this well worth the $95/year fee that they pay for their Pro Plans.
Can I hire a transaction coordinator with a Free Plan?
Yes! If you want to save up to 16 hours per transaction, you can always hire a TC for as low as $350 with a free plan. Our Pro Plan, at only $95/year, gives you extra discounts and benefits, though we want you to choose the plan that works best for you.
What are Transactly Vendor Connections?
At Transactly, we have worked hard to find a trusted nationwide network of vendors who can help get your deals across the finish line – title search, mortgage, moving services and more. All so that you can offer the best value to your buyers and sellers.