A transaction coordinator
Choose it when
Choose one when you want a person to own every file from contract to close.
How we differ
We set up routines you or your assistant run, and a coordinator can use them too.
Buyer’s guide
Is this the right fit?
A busy season with several deals in contract, or a missed deadline or slow lead reply that cost a client.
Consult: $2,000 for 5 hours. Build: $45,000 minimum over 3 months, from $15,000 a month.
Ask about a Consult block → See the example Ask about Build
Send a short enquiry, then choose a time to talk or wait for our reply. We agree the scope and price before paid work begins. Sending this form does not book or buy a service.
Who it is for
Agents, team leads and independent brokers with steady deal flow who carry listings, lead follow-up and transaction deadlines with little or no staff.
Who it is not for
If you close a few deals a year, a $2,000 block may not pay for itself; your brokerage’s tools or a transaction coordinator may serve you better. If you want a bot talking to clients in your name without you, we are not the right fit.
What a Consult block can work toward
$2,000 $400 an hour · 5-hour blocks
A $2,000 block (five hours) can work toward routines on your own files: a timeline from one executed contract, reminder drafts for each party, or listing drafts with a fair-housing check. We agree the focus at the start.
What to bring
- One executed contract, with client details removed
- Your CRM and calendar tools
- Your brokerage’s rules on approved software
- The follow-up messages you usually send
- Last year’s closings, roughly, to size the work
When Build makes sense
$45,000 minimum · $15,000 a month · 3-month term
Build makes sense for teams or brokerages whose deal volume justifies the $45,000 three-month minimum ($15,000 a month for up to 5 processes). For most solo agents, a Consult block is the right size.
| Level | Price | At once | Three-month minimum | Adds |
|---|---|---|---|---|
| Build | $15,000 a month | Up to 5 business processes at once | $45,000 | The base level. |
| Build Plus | $25,000 a month | Up to 10 business processes at once | $75,000 | Adds processes that talk to your customers live or touch health, payment or student records, same-day requests, and 2 of your people trained as champions. |
| Build Program | $50,000 a month | Up to 20 business processes at once, across departments | $150,000 | Adds a named person on call around the clock as your backup, one shared platform piece at a time, and an MSA, a DPA, insurance and a security review. |
Instant replies to new leads in your voice talk to customers live, which Build Plus lists ($25,000 a month, $75,000 minimum), with a handoff to you. Drafts you approve before sending match the base Build description. Processes touching payment records are also listed in Build Plus.
New software products and replacing a core system are quoted separately. Our shared 24/7 rotation covers only the systems we build with you, with response terms in writing.
What does the work cost today?
Optional arithmetic on your own numbers, to set beside the commitments above. It runs only in this browser tab: there are no default figures, and nothing is saved or sent.
- Hours over three months
- —
- Cost over three months
- —
- One Consult block
- $2,000
- Build, 3-month minimum
- $45,000
Three months is counted as 13 weeks. This is not an estimate of savings: a system would not remove all of this work, your team’s time during the build counts too, and quality and risk matter as much as hours.
Before choosing Build
Make the price earn its place.
The total cost of today’s work is not the amount a system will save. Count only the time, errors or delays you have a credible plan to remove.
- Start with your baseline.
- How often does the work happen, who does it, and what would count as a better result? Use your own records.
- Include what remains.
- Add the fee, software, your team’s setup time, and the human review and maintenance you will still need.
- Compare the simpler route.
- Could an existing tool, a process change or a hire do the job better? If conservative assumptions do not justify Build, keep the simpler route.
For work judged by quality, service or risk, agree how you will evaluate those outcomes too. A saving or improvement is something to measure, not a promise this page can make.
Taking it to whoever holds the budget
If a team lead or broker shares the decision, send them the sample timeline, the Consult price ($2,000 for five hours), your deal volume and your brokerage’s software rules. If Build follows, include the three-month minimum.
Other ways to solve this
Your brokerage’s or CRM’s built-in automation
Choose it when
Choose it when the defaults cover your follow-up and your volume is modest.
How we differ
We build around your own files, voice and checks, across the tools you already use.
Need to think it through first?
The free Of One exercise helps you map a decision and its open questions. Work through it in your browser, without an email gate or AI. Sending your answers for help is optional.
Try the free decision exercise →Tell us about your work.
Send a short enquiry, then choose a time to talk or wait for our reply. We agree the scope and price before paid work begins. Sending this form does not book or buy a service.