The problem with siloed coordination
When the coordinator works in a separate tool from the agent, status drifts: the agent thinks a document is in, the coordinator is still waiting, and the broker sees something else entirely.
Keeping everyone aligned then takes status meetings and back-and-forth email, exactly the overhead a coordinator is supposed to remove.
One worklist on the shared record
The coordinator works the same Transaction the agent and broker use. They can request a missing item from the agent with a nudge, track what is outstanding, and deliver the completed file as an internal review-cleared file, a provider-formatted export, an emailed secure link, or a downloaded package.
- A coordinator worklist over the real transaction record
- Request missing items from the agent with a nudge
- Deliver completed files multiple ways
- The agent still owns the file. The coordinator assists, not gates
EVE does the chasing
EVE classifies each uploaded document against its requirement, surfaces what is still outstanding, and drafts client updates the coordinator can approve, so coordination is about moving files forward, not hunting for paperwork.
- Automatic document classification and filing
- Outstanding-item visibility per transaction
- Drafted client updates, ready to approve
Who was asked, when, and what has come back — so the follow-up is a record rather than a memory.
Built for teams and brokerages
A team lead or admin can coordinate across agents; a solo agent can coordinate their own files. Every delivery is recorded in an append-only audit trail, and closed files are sealed in Realm Vault.
Frequently asked questions
What is transaction coordinator software?
It is software a transaction coordinator uses to manage the paperwork, deadlines, and compliance of a transaction from contract to close. REALM puts the coordinator on the same record as the agent and broker, so status never drifts between tools.
How does a coordinator deliver completed files in REALM?
From the coordinator worklist, a completed file can be delivered as an internal review-cleared file, a provider-formatted export package, an emailed secure link, or a downloaded package, all from the real transaction record.
Does the coordinator control the file?
No. The agent owns the file. The coordinator assists by requesting items, tracking what is outstanding, and delivering the completed file. Coordination is help, not a gate, so it speeds the agent up rather than blocking them.
How does EVE help a transaction coordinator?
EVE classifies each uploaded document against its requirement, surfaces what is still outstanding per transaction, and drafts client updates the coordinator can approve, so the coordinator focuses on moving files forward.