FOR FLORIDA TRANSACTION COORDINATORS
TransactFile is contract-to-close software built by a working TC. The AI reads the contract, builds the Florida timeline, tracks every follow-up, and drafts the emails. You approve, you send, and you have room for the next file.
FRIDAY · 5:47 PM · THE CONTRACT ARRIVES
“AS IS” Residential Contract for Sale and Purchase · FAR/BAR
2(a). INITIAL DEPOSIT: Buyer shall deposit $30,000 within 3 days after Effective Date…
12. INSPECTION PERIOD: 15 days after Effective Date, during which Buyer may cancel…
4. CLOSING DATE: September 30, 2026, unless extended by other provisions…
5:49 PM · THE FILE IS BUILT, WAITING ON YOUR APPROVAL
Every value cites the page it came from. You approve it, the file opens, and the intro emails are drafted.
Intake stops eating your afternoons. Upload the executed contract and the file, timeline, tasks, and document checklist build themselves for your approval. The routine work batches across files instead of repeating file by file, which is where the capacity for the next agent comes from.
Every deadline computes from the contract form's own rules and lands on one screen, with color telling you what is due, what is close, and what is done. A document only turns green when it is fully signed, not merely received. When a date changes, the whole file reflows.
Ask once and the file remembers: who owes what, how long it has been waiting, and when to nudge, with the follow-up email already drafted in your voice. The chasing that used to run on memory and sticky notes runs on the file.
Drafts land in your own Gmail or Outlook, in your voice, with the file’s dates and documents filled in. You read it, you press send, and agents get a normal email from you, not a notification from a platform.
Some AI tools send email to agents and clients on their own, and this industry has the horror stories to show for it. TransactFile has no auto-send feature to turn off, because one was never built.
Condo docs & application
ASKED MARCO · AUG 22 · 6 DAYS WAITING
Draft · to Marco Reyes
Hi Marco, checking in on the condo documents and association application for 742 Pelican Quill Way. The review window ends Sep 12, so I want to keep us well ahead of it. Anything I can do to help move it along?
TC work is forty phone calls before lunch, and every one of them pulls you off whatever you were doing. TransactFile is designed for coming back:
A Focus button
Dims everything except the list you are working, until you are done with it.
Pick up where you left off
The dashboard shows the last things you touched, so the interruption does not cost you your place.
One screen for the whole day
Every task across every file, grouped by day, type, property, or agent. Clear the morning without opening a single file.
Push, flag, done
Move a task to tomorrow, mark it urgent, or check it off in one click. Color tells you where to look first: red and amber mean time, gold means money.
FAR/BAR or NABOR. AS IS or Standard. Calendar days or business days, weekend and holiday rollovers included. When an addendum moves a date, the timeline reflows: untouched dates recompute, and dates you set by hand are left alone.
Documents live in your own Google Drive, one folder per transaction. TransactFile keeps the status and the links, never a second copy, and you can export your data at any time.
FREE TOOLS
Utilities built for our own files, free for any TC to use. No signup and nothing to install.
TransactFile was not designed in a conference room. It was built by a Florida transaction coordinator with 750+ closings, and it runs a working transaction desk in Southwest Florida right now. Every feature exists because a real file needed it.
The founding list
$69a month, locked for life$99
The first spots open this fall, with unlimited files on every plan.
Joining the list costs nothing and commits you to nothing. You get one email when the doors open.