An AI co-pilot for transaction coordinators.
How The Transaction People replaced four disconnected tools and hours of manual contract checking with Transaction Hub, a platform that audits, calculates and communicates for them.
About the client
The Transaction People is a US transaction coordination agency managing high-volume real estate deals across multiple states. Transaction coordinators are the operational spine of a deal: they manage strict compliance timelines, coordinate buyers, sellers, lenders and title companies, and review lengthy legal contracts such as Pennsylvania’s 14-page Agreement of Sale.
The challenge
Fragmented stack. AFrame for tracking, Cognito Forms for intake, Google Calendar for deadlines, Gmail for everything else.
The 40-tab burnout. One file meant constant tab-switching, copy-pasting, and scrolling 800+ line documents for critical dates and deposit contingencies.
Human error with legal consequences. A missed inspection deadline or an unverified escrow calculation could sink a deal or create liability.
Storage, not automation. Existing tools filed documents but offered no verification, no safety nets, nothing to catch a missing signature.
What we built
Transaction Hub: a bespoke, AI-powered transaction management platform designed around the daily workflow of a US transaction coordinator.
Tabbed property dashboard
Five tabs (Overview, Communication, Financials, Documents, Admin) replace endless scrolling. Every property variable is two clicks away.
AI compliance auditor with hard stops
OCR and rule-checking that reads 14-page Agreements of Sale and CBC forms, flags missing signatures, validates escrow payout options, and blocks a file from proceeding until fixed.
Automated timeline engine
Deposit due, mortgage commitment and inspection reply dates calculated from the execution date, with weekend and holiday shift logic and system fallbacks.
Gmail inside the app
A multi-account email hub via Google OAuth. Read, reply and send six auto-populating templates without leaving the property.
Project results
Operational efficiency
Onboarding and auditing a packet fell from 45 minutes to under 5. A zero-scroll workflow ended the 40-tab fatigue, and intro packets go out error-free in seconds with variables filled automatically.
Fail-safe compliance
Hard stops catch missing buyer signatures and unverified title details instantly. Calculation rules keep buyers, sellers, lenders and title companies on identical milestones from day one.
Real-time financial insight
Commission splits, broker fees and escrow balances calculated centrally, so every file reconciles before settlement, from one unified database instead of scattered forms.
A foundation for growth
Isolated tenant architecture lets the core engine evolve without downtime, and positions the platform to become multi-tenant SaaS for independent coordinators across North America.
Drowning in tabs and paperwork?
Tell us where the hours go. We come back with the use case, a pilot plan, and what it would take.