For trades and field-service businesses, a Real Estate Transaction Coordinator plugs into the lead intake to scheduled job — taking on contract-to-close and deadline tracking so owners and office managers stop carrying the work themselves. They work inside the same tools you already run on, including Dotloop and DocuSign alongside ServiceTitan, and inherit the SOPs your team has already documented.
Every Real Estate Transaction Coordinator we place in home services works against permit tracking and call-recording disclosure where required. We solve the day-to-day pain trades and field-service businesses feel most: missed calls and slow estimate follow-up bleeding revenue. They onboard onto your home services stack (typically ServiceTitan, Housecall Pro, Jobber) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Real Estate Transaction Coordinator for Home Services ships the file opened & timeline built (per contract) and the weekly client & agent update (weekly), plus the recurring work that defines the role: open the file in your tc platform and load every contract document, and track contingency deadlines — inspection, appraisal, financing, title. Your account manager runs a weekly review against the role's SOP and the home services-specific checklist so quality is measured, not assumed.