PRODUCT RELEASE

Transaction Coordinator Accounts

October 2024

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Transaction Coordinators, you asked, we listened! Introducing Sellers Shield™ for Transaction Coordinators. 

We’re so excited to announce our latest platform extension designed specifically for Transaction Coordinators (TCs)! We now offer seamless collaboration between agents, sellers, and transaction coordinators.

NEW Transaction Coordinator Dashboard

Transaction Coordinators now have a unique dashboard to send invites to sellers on behalf of a specific agent. TCs are able to work with multiple agents without having to create duplicate accounts. TCs can easily connect with agents through their dashboard in just a few clicks.

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– NEW FEATURE –

TCs can send disclosures on behalf of an agent

Instead of logging into multiple agent accounts or sending from their own account, TCs can select agents they are connected with and seamlessly perform disclosure tasks on their behalf in one dashboard.

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Benefits For The Agent

  • Easy to invite your TC without sharing your account username and password
  • If you change TCs, all your seller’s data is shared in your account and removed from your TC’s account.
  • Get notified when the disclosure is sent and complete.

Benefits For The Transaction Coordinator

  • Simple and easy to use Gold Standard Disclosure Process™. Invite sellers to disclose in seconds.
  • Get back 100% complete, custom formatted forms, every time. No more hassle of tracking down incomplete and illegible forms from sellers.
  • Monitor sellers’ progress, send reminders, edit invitations details and download completed forms.
  • Easy to work with agents across multiple offices or states from one account.

Why Choose Sellers Shield For Transaction Coordinators?

This new experience not only makes it easier for TCs to do their job, but also adds an extra layer of security and protection for agents. By eliminating the need for shared accounts, we’ve reduced the risk of liability while providing a seamless solution for sending disclosures. No more poor experiences due to account sharing—just one simple, secure platform for everyone involved.

To learn more about these awesome features and see them in action, sign up for our Transaction Coordinator Experience Live Zoom Webinar.  OR book a private demo with Heather Brewer, our Customer Support & Fulfillment Manager. 

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Did You Know?

Agents spend $1B annually on E&O. Why? Because they almost always get dragged into disputes. And, sellers are completely on their own.

That's why we are so proud to offer Home Sale Legal Protection. 1 in 3 sellers choose to get protected. Which is good because claims are unfortunately on the rise.

So put in a good word for us! We appreciate you!

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