For real estate transaction coordinators
Upload the packet. Review the fields that matter. Sync the approved record to Open To Close when it is ready.
No credit card required. Test the intake workflow with your own accepted-offer packets.
4821 Linden Ridge Drive
1 PDF · 48 populated fields · 12 to verify
Review detail
Street address
4821 Linden Ridge Drive
Closing date
June 18, 2026
Purchase price
$485,750
Occupancy
At closing
Open To Close handoff
Mapped20+ min
saved on data entry every transaction.
All 50 states
supported, with new contract and amendment formats tuned every month.
Review-first
you approve every field before anything syncs.
Self-improving
extraction that gets sharper the more packets it sees.
How it works
The workflow follows the way coordinators already work: collect the documents, confirm the record, then send approved data where it belongs.
Wisconsin documents
Linden Ridge Offer.pdf
324 KB
Counter Offer.pdf
118 KB
Addendum A.pdf
76 KB
Packet intake
Start with the accepted offer packet, including counters, amendments, and addenda. Everything stays together from the first step.
The value is not a flashier dashboard. It is a cleaner handoff between the contract packet and the systems your team already uses.
The coordinator becomes the copy-and-paste layer.
Read every page
Find the address, parties, price, dates, contingencies, and addenda across the packet.
Type into OTC
Move the same details into property fields, contacts, custom fields, and task triggers.
Recheck the file
Go back through the document to make sure a date or term was not missed.
The coordinator reviews a prepared record.
Upload the packet
Keep offers, counters, addenda, and amendments together as one transaction file.
Confirm the fields
Review extracted property details, dates, financials, contacts, and custom terms.
Sync approved data
Send the reviewed record into Open To Close when the file is ready.
Built to give time back
The review gate is only the start. SimpliTC keeps working after the packet is approved — syncing dates, learning from corrections, and tracking what changed.
Every Open To Close deadline lands on the agent's calendar automatically. When a task is completed, the event updates itself — no manual calendar entry, no double-keying dates.
SimpliTC drafts the record; you confirm every field against the packet. The review gate is the workflow, so only data you've signed off on ever syncs downstream.
Corrections feed back into the model. The fields it gets right today become the fields it stops missing tomorrow — accuracy climbs as your volume grows.
Amended price, occupancy, or closing-date changes show inline with the original clause, so you confirm what actually changed instead of re-reading the whole packet.
The strongest feedback has been simple: less mental friction, fewer repeated passes through the same packet.
"Using SimpliTC to process offers has been an absolute game changer in our transaction coordination business. It saves us countless hours and relieves a lot of the mental burden that comes with processing a high volume of offers."
Ruth B
Selling Simplified LLC
"The biggest value is how much mental friction it removes. Instead of digging through every offer from scratch, SimpliTC gives us a clean starting point so we can move faster and stay focused."
Jack Beardmore
Transaction coordinator supporting HomeTeam4U
Start with the review workflow, then add more volume and connected handoff as your process grows.
Free
5 transactions/mo
Try the full review workflow on real packets.
Starter
20 transactions/mo
For solo coordinators getting consistent intake out of contracts.
Pro
Popular50 transactions/mo
For coordinators running steady accepted-offer volume.
Growth
150 transactions/mo
For teams standardizing intake across a large monthly load.
Need more than 150 transactions a month, SSO, or a custom SLA? Contact us about Enterprise pricing.
Why coordinators switch
SimpliTC turns an accepted-offer packet into a reviewed, OTC-ready record — so the work that used to take an afternoon becomes a few minutes of confirming what is already there.
0+ min
saved per transaction
0 states
of contracts supported
Review-first
you approve before sync
A few practical answers for TCs and operations teams evaluating the workflow.
Create a free account, process a contract packet, and review the data before anything leaves SimpliTC.